Personal Financial Planning Estate Planning Certificate

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!

Who will it benefit?

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