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Personal Financial Planning Estate Planning Certificate
Personal Financial Planning Estate Planning Certificate
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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