Estate Planning Online

Contact Information: Jonathan Henry

Covers topics #68 - #89 of CFP Board's Job Knowledge Requirements.

Preservation of property and the ability to have that property meet clients' long-term financial objectives for their beneficiaries is the focus of this course. Topics address the federal and state estate tax systems, and include taxes on transfers of wealth, gifts and bequests, trusts, and charitable transfers,etc.

Learn more about the Certificate in Financial Planning Program.