Class will not meet on Thursday, November 28.
An early bird discount of $80 is available until 9/12/2024. Use code EBF24ESTPL in the shopping cart when you checkout.
This course introduces you to the tools to develop practical strategies that focus on a client's goals and objectives to develop a beneficial estate plan. You will learn how to examine the taxation of gifts, estates, and generation-skipping transfers. The Estate Planning course includes the calculation of these taxes and examines applicable exclusions and deductions.
Topics include:
Students are required to attend each online class during the designated timeframe. Please note that classes are not recorded and no make-up classes will be available.
A bachelor's degree in any discipline from an accredited college or university must be completed either before you pass the CFP® exam, or within five years after you pass it.
All courses in the Certified Financial Planning program are based on the most recent textbook edition available from the publisher. Contact our office if you have any questions regarding book editions or ordering. Students are encouraged to purchase books early in order to have them for the first week of class.
Required:
Estate Planning, Money Education
For withdrawal, transfer and refund information, see Policy Code D.