Estate Planning

Estate Planning Certificate
Course Format: Online
School/Trainer: College for Financial Planning [All Courses]
Training Centers: Greenwood Village, United States

The 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 ...

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 M......

Course description>>
 

This course explores the paralegal’s role in estate planning. The requirements of creating enforceable wills and trusts will be covered, and study of resulting and constructive trusts will be provided. This is an accelerated course. You will be expected to spend an average of at least 8 hours per week reading and completing writing assignments. This course is the equivalent of at least......

Course description>>
 

Covers topics #68 - #89 of CFP Board’s Job Knowledge Requirements. Preservation of property and the ability to have that property meet clients’ long-term financial objectives for their beneficiaries is the focus of this course. Topics address the federal and state estate tax systems, and include taxes on transfers of wealth, gifts and bequests, trusts, and charitable transfers,etc.......

Course description>>
 

KNI has developed 1000 hours of elearning for the BFSI domain . Currently it is offering a Certificate Program in Insurance and Risk Management , Certificate program in Insurance and Broking services, Certificate program in Wealth and Financial Planning and CFP/ AFP mapped coures in Financial Planning . ...

Course description>>
 

KNI has developed 1000 hours of elearning for the BFSI domain . Currently it is offering a Certificate Program in Insurance and Risk Management , Certificate program in Insurance and Broking services, Certificate program in Wealth and Financial Planning and CFP/ AFP mapped coures in Financial Planning . ...

Course description>>
 

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