Training Resources for:
Estate Planning
Total 25 record(s) available.
Estate Planning This intensive course will provide a sound framework that integrates financial, legal and taxation knowledge to allow competent client advice in relation to estate planning, legal accountabilities and intentions. The course introduces a shift to a more client centred approach, and collaborative professional practice. It provides a Valuable combination of theory and practice, with a combination of academic rigour and practical professional practice.
A Classroom course provided by UTS Continuing Professional Education in Sydney, NSW, Australia
Risk Management & Estate PlanningAfter completing this course, participants will be able to:
· Assess and evaluate a client’s exposure to risk
· Inform clients on property, life, disability, health and critical illness insurance
· Explain the tax treatment of various forms of insurance
· Identify and explain to clients the circumstances around when personal trusts or estate freezes are an appropriate option for wealth preservation and transfer
· Explain to clients the functioning of trusts in estate planning
· Inform clients of the tax implications of trusts and estate freezes
· Attain a basic understanding of financial planning or businesses
A Classroom course provided by Business Career College in Edmonton, Calgary, Toronto, Vancouver, Canada
Estate Planning WorkshopAIST facilitates the Estate Planning course which is owned, maintained, administered and
assessed by Kaplan, Inc. The Estate Planning course is designed to provide students with an
understanding of financial planning issues involved prior to, and following, death.
Workshop Topics
�Estate Planning in Context
�Wills, Powers of Attorney, Guardianship
�Ownership of Assets and Passing of Assets
�Administration of an Estate
�Trusts
�Taxation of an Estate
�Capital Gains Tax
�Superannuation and Death Benefits
�Business Succession Planning
�Other Estate Planning Issues A Classroom course provided by Australian Institute of Superannuation Trustees in Melbourne, VIC, Australia
Estate Planning CertificateThe College offers a Graduate Certificate Program in Estate Planning for students who complete the requirements of the following 3-hour courses:
PFP515 Estate Planning (Part I)
PFP516 Estate Planning (Part II)
PFP580 Issues & Cases in Estate Planning
PFP581 Estate Planning for Retirement Benefits
A Online course provided by College for Financial Planning in Greenwood Village, Colorado, United States
Pages:- 1 2 3 4 5 6 7
[ Online / Live ] [ Corporate Training ] [ Locations ] [ Schools ] [ Job Seekers ]
Tips:
Want to find a place to stay close to the school? Or homestay in a different country? Try the house rental message board where you can search for roommates and post shared rooms or apartments for rent.
|
|
|
