AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination CTEP Dumps in PDF

Free AAFM CTEP Real Questions (page: 9)

You are an Estate Planner. As part of the Estate Planning process, you require the client to fill up `Estate Planning Checklist and Data Gathering form'. The client calls you to understand what are Schedule A and Schedule C attached to the form.You explain to him/her that Schedule A is for _______ and Schedule C is for__________

  1. Life Insurance and Qualified Retirement Plan
  2. Qualified Retirement Plans and Life Insurance
  3. Life Insurance and Marketable Securities'
  4. Marketable Securities and Life Insurance

Answer(s): A



Charity tends to be ________ and _________ response.

  1. Short term, Strategic
  2. Long Term, Emotional
  3. Short Term, Emotional
  4. Long Term, Strategic

Answer(s): C



High Net Worth Individuals can dispose of their money in______ ways. From the standpoint of the wealth holder,__________ is the most important of all.

  1. Three, Personal Consumption
  2. Three, Philanthropy
  3. Four, Personal Consumption
  4. Four, Philanthropy

Answer(s): A



There are_________ steps to implement Philanthropy Planning and the first step is__________.

  1. Three, Gift Design
  2. Three, Discovery
  3. Four, Gift Design
  4. Four, Discovery

Answer(s): D



You have just started your Estate Planning firm. Your friend who is into Estate Planning since 5 years explains you that an Ideal Estate Planning Prospect is one who is aged ___ or over and are _______________.

  1. 30, Married with Children
  2. 30, Married with no children
  3. 35, Married with Children
  4. 35, Married with no Children

Answer(s): A



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Paul K
11/27/2023 2:28:00 AM

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ph
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sephs2001
7/31/2023 10:42:00 PM

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ash
7/11/2023 3:00:00 AM

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8/17/2023 6:29:00 PM

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sachin
12/27/2023 2:45:00 PM

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tomAws
7/18/2023 5:05:00 AM

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Rahul
6/11/2023 2:07:00 AM

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TeamOraTech
12/5/2023 9:49:00 AM

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Curtis
7/12/2023 8:20:00 PM

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12/11/2023 7:32:00 AM

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Jason
9/30/2023 1:07:00 PM

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TestPD1
8/10/2023 12:22:00 PM

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8/19/2023 5:31:00 PM

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DIA
10/7/2023 5:59:00 AM

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9/17/2023 6:38:00 AM

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7/22/2023 2:33:00 AM

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8/3/2023 10:37:00 AM

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Corey
12/29/2023 5:06:00 PM

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Sarah
6/13/2023 1:42:00 PM

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Shuv
10/3/2023 8:19:00 AM

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Reb974
8/5/2023 1:44:00 AM

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Mchal
7/20/2023 3:38:00 AM

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