Estate Planning


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:

  • Lifetime transfers and gifting
  • Charitable gifting
  • Utilization of trusts and partnerships
  • Postmortem planning

This course is usually conducted in-person, but has been updated for instructor-led online meetings.

Who Should Enroll: 
  • Anyone considering a career in financial planning or seeking board certification
  • Accountants, investment advisors and brokers
  • Attorneys, bankers and insurance agents
  • Retirement plan and employee benefits specialists
Learning Outcomes: 
  • How to develop a beneficial estate plan focused on client’s goals and objectives
  • How to calculate taxation of gifts, estates and generation-skipping transfers.
  • How to utilize estate planning strategies and tools in working with clients

An undergraduate degree in any field.

Continuing Education Hours: 
Certified Financial Planner Board of Standards: 3.3 CE
Applies Towards Certificates:
Textbook Information: 

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.


Estate Planning, Money Education

For withdrawal, transfer and refund information, see Policy Code D.