Certified Financial Planner™: Estate Planning
Estate Planning deals with the conservation and distribution of a client’s acquired property. Topics covered in this course include an estate planning overview, estate planning during life, gifts, charitable giving and federal taxes. The components of minimizing transfer taxes at death, trusts and trust provisions and the estate planning uses of life insurance are covered in detail.
Request More Information
If you would like to receive more information about this program or speak with the program lead, submit your information below:
Certified Financial Planner Program
To visit the full program page, click here.
Financial Aid Options
- Education Loans
Flex Delivery Method
For your safety and convenience, we now offer our professional certificate courses in this new format.
Do you prefer to learn in our classroom or the comfort of your home? With our new Flex course format, you decide what works best for you. Our courses are taught live at a specific day and time in our clean, socially-distanced classroom and are simultaneously broadcast to our virtual classroom. With this flexible format, you choose one option when you register: to join the instructor in the physical classroom or join the class meeting remotely. Either way, you get the same quality instruction from an industry professional in a live meeting with other learners.
- Start Date 03/31/2021
- End Date 05/01/2021
- Delivery Flex
- Total Hours 36
- Class Sessions 6
- Location Galleria Center
- City Atlanta, GA
- CEUs 3.6
- Fee $799
No extra information available at this moment.