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.

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Certified Financial Planner Program

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Financial Aid Options

• Education Loans

Flex Delivery Method

For your safety and convenience, we now offer our professional certificate courses in this new format.

Flex:

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.