Training Course:Estate Planning (Certificate)School/Trainer:College for Financial Planning
Greenwood Village, Colorado, United States
Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced
Course Description:
'' Estate planning is vital to a total financial plan, especially in your work with high-net-worth clients. This fifth course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more. Study topics include:
Estate Planning Process & Goals
Methods of Estate Transfer at Death
The Federal Estate Tax
The Federal Gift Tax
Methods of Estate Transfer During Life
Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax
Estate Liquidity & Postmortem Actions
Estate Planning for Special Situations: Incapacity
Family Arrangements & Selecting Fiduciaries
...''
Elements of this syllabus are subject to change.
Please go to the school's official website for training price and schedule:
http://www.cffp.edu/
Phone:800-237-9990
School Address/Venue(s):
Administrative Offices
8000 E. Maplewood Ave.
Suite 200
Greenwood Village, CO 80111
Jobs & Resumes: Greenwood Village
Houses & Roommates: Greenwood Village
Search other schools for Estate Planning training resources.
Other training courses offered by College for Financial Planning:
CFP
Financial Planning Process & Insurance
Investment Planning
Income Tax Planning
Retirement Planning & Employee Benefits
CFP Certification Examination Review
Foundations in Financial Planning
Accredited Wealth Management Advisor
Accredited Asset Management Specialist
Chartered Mutual Fund Counselor
Chartered Retirement Planning Counselor
Chartered Retirement Plans Specialist
Personal Financial Planning Certificate
Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
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