Online Course
Estate Planning
Overview
The Estate Planning course focuses on the use, conservation, and efficient transfer of an individual’s wealth. It embraces the law of property, wills, trusts, future interests, estate administration, insurance, income taxation, gift taxation, and death taxation.
Covers the CFP Board’s Principal Knowledge Topics H.63 – 72.
*We advise that you allow at least 10 hours per week per course for adequate course preparation.
Feb & July
Traditional Track Schedule
Prerequisites
While there are no special degree requirements to participate in the FSU Certificate in Financial Planning program, the level of instruction is that of an upper-division college course. A bachelor’s degree is a condition of CFP® certification, although not a requirement to be able to sit for the Certification Examination.
We strongly recommend that students complete Introduction to Financial Planning prior to taking this course.
Basic computer literacy including: the ability to connect to the Internet and navigate the web using search engines and links, the ability to use online communication tools including email and discussion boards, the ability to send and receive email attachments, and the ability to navigate software including saving and opening files to and from specific locations.
Online Fast Track Program
May & October
Accelerate your journey through financial planning with our fast-track program, designed to cover key concepts and practical skills in a condensed time frame. Ideal for those seeking to gain expertise quickly without compromising on depth and quality.
Course Materials
Estate Planning,13th Edition
Michael A. Dalton and Thomas P. Langdon
ISBN: 978-1-946711-00-7
Published by: Money Education
FSU 20% discount available when purchased through the publisher, Money Education.
** FSU students receive a discount code for textbooks from this publisher. The discount code will be emailed to you with your Registration Confirmation email after completing the registration process. If you need the discount code prior to registration please contact the Program Director, Anthony McDonald, using the contact form at the bottom of the home page.
Instructor
J.R. Saginario, CFP®, AEP®
CERTIFIED FINANCIAL PLANNER® & INVESTMENT ADVISOR
J.R. Saginario holds an MA in International Affairs from Florida State University, is a CERTIFIED FINANCIAL PLANNER®, and Accredited Estate Planner®. He has more than 25 years of experience in serving the financial needs of families across banking, mortgages, credit, insurance, investments, and holistic wealth strategy. In addition to leading the Estate Planning segment for the FSU Financial Planning program, he’s an adjunct professor at Tallahassee State College.
Away from the office, he serves as a Treasurer for Elder Care Services Inc. (Meals on Wheels); as vice president for the Tallahassee Regional Estate Planning Council of the Community Foundation of North Florida, and is a member of the Economic Club of Florida. He’s also served on the vestry at St. John’s Episcopal Church in Tallahassee, is an active volunteer with the Tallahassee Symphony Orchestra and supports student musicians as a board member of the Florida State University Music Associates. When not working for a better community, he’s probably hiking in the woods or exploring a Florida river or spring in his kayak.
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