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Personal Financial Planning Estate Planning Certificate

CPE

CPE Credits
19-Other

Details

 Pricing

PICPA Member: $529 | Nonmember: $669


 More Information

Course No.
166920
Level
Intermediate
Note

You cannot use your ClassPass, Flex Account, Value Pass Plus, or Mini ClassPass to register for this certificate program.

Questions?
Visit our FAQs , chat, or call us at (888) 272-2001.

Description

 

Part of the Personal Financial Planning Certificate Program, the Estate Planning Certificate includes eight courses:

  • 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

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!

Highlights

Who will it benefit?

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


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