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• Business Succession Plan
• Enumerate Different kinds of Charitable Trusts
• Know What a Will is and how could it be Drafted?
• Introduction to Real Estate Plans
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• Understand “What is Estate Plan”?
• Understand the contrast among Charity and Philanthropy
• Goal Setting
• Understand Philanthropy Process of Plan
• Understand What is Business Succession Plan
• Philanthropy and Charitable Plan
• Implement a Charitable Process of Plan
• Process of Goal Setting
• The Basic Tools of Real Estate Plans
• Real Estate PlansProcess

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AAFM CTEP Exam Syllabus Topics:

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