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Estate Planning

A required course in the Personal Financial Planning Certificate Program.

Course closed to new registrations: Call ( 949 ) 824-5414 for more information or sign up below to be notified when this course becomes available.×

Course Description

Learn how wealth is protected and transferred through estate planning. Tax objectives, wills and living trusts, marital deductions, lifetime gifts and trusts, holding title to property, life insurance and annuities, business interest, and post-death tax and legal problems will be explored.

Early registration recommended. The HP-12C or HP-10BII calculator is required. Required prerequisites: Mgmt X433.20 Principles of Financial Planning and Mgmt X433 Survey of Personal Financial Planning or equivalent experience. This course is approved for 20 hours of Continuing Education units from the California Department of Insurance (CDI). Students taking this course either in the classroom or online format will only receive CDI credit once during the two-year license renewal period. This course is required to sit for the CFP Examination. See enrollment confirmation for login information. This online course may include webinars using an online meeting software called WebEx Training Center. All webinars will be recorded and posted on the course website for those who cannot participate in the live sessions. Textbooks may be purchased directly from the publisher Money Education on their website or by calling (888) 295-6023.

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  • Details
  • $670
  • September 21, 2015 to December 13, 2015
  • Delivery Mode: Online
  • Reg#: 00324
  • ID/Units: MGMT X433.9  (4.00)
    ( Section 1 )
  • Quarter: FALL 2015

Instructor


Tiffany Chiu, J.D., is an estate planning attorney and founder of T. Chiu Law, an estate planning, probate and trust administration firm in Orange County. Tiffany began her legal career as a tax and joint ventures associate at a prestigious California law firm and has since leveraged her background to assist clients in all life stages. Tiffany is a frequent speaker for audiences ranging from young families to professional advisors.

Textbook Information

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

Required Textbook(s):

ESTATE PLANNING
Book - ISBN: 9781936602186
Michael Dalton, 8 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START09/21/2015Monday------Online (Access Begins)---
END12/13/2015Sunday------Online (Access Ends)---