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20SI-C025: Personal Financial Planning Estate Planning (Certificate Program)

Valid for one year from purchase date
Self-study - On-Demand
18 CPE (18 technical)

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning. Part of the Personal Financial Planning Certificate Program, the Estate Planning Certificate includes eight courses covering steps in the estate planning life cycle, including gifting strategies, charitable planning, and integrating your clients’ estate plans with their tax and financial plans. And, if you are seeking a thorough understanding of estate planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!

Major subjects

  • The estate planning process
  • Trusts and estate planning documents
  • Basic estate and gifiting strategies
  • Advanced estate planning strategies
  • Closely held business estate planning
  • Incapacity and postmortem estate planning
  • Integrating estate planning with the tax and financial plan
  • Charitable planning

Learning objective(s)

  • N/A

Who should take this program?

CPAs and financial planners with basic knowledge of personal financial planning and an interest in estate planning

Fees

Our records indicate you are a nonmember. If you register, you will be charged $669.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $529.00
checkmark Standard Nonmember Fee $669.00

More program information

Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (18.0)
Level Intermediate
Format Self-study - On-Demand
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. None
Advance
prep
None

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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