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• Personal and Intestate Succession Laws in India
• Laws Affecting Real Estate Plans
• International Real Estate Plans
• Testamentary Succession
• Trust Plan in India
• Introduction to Estate Plan.

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• The advisor gets the ability to continue his services to the next generation
• Real Estate Plansis the most ignored area of Personal Finance and there is virtually no competition, so it gives a competitive edge to advisors who incorporate it
• Real Estate Plansadvise allows advisors to cater to higher level of clients and broaden their range of services and client base
• The advisor gets complete share of Wallet
• Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise
• With transaction or commission margins under pressure it allows an additional source of income

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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx

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