Estate Planning (Certified Financial Planner Certification Course)
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This course provides professionals with an introduction to wills, trusts, the probate process, and the taxation of estates. Course participants also will learn the tax implications of gifts and bequests during lifetime and at death. The approach provides participants with taxation avoidance and minimization techniques useful in planning a client's estate.
Participants will be able to:
- Demonstrate a working knowledge of wills, trusts, and estates.
- Demonstrate a working knowledge of the concepts of risk management, insurance, portfolio management, retirement planning, and taxation and how they are synthesized in the estate and gift tax planning process.
- Analyze and evaluate a client's financial and non-financial status and goals in order to develop, communicate, and implement the most advantageous estate and gift tax plan.