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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 to guide your clients in protecting and transferring their wealth. If you are a trust officer, attorney, life insurance underwriter or financial planner, this course gives you the fundamental background of what you need to know in proactively meeting your clients' estate planning needs. Gain an insider's grasp of tax objectives, wills and living trusts, the unlimited marital deduction while exploring the most concepts and methods relating to lifetime gifts and trusts, title to property, life insurance and annuities, business interest, post death tax and legal problems.

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 30 hours of Continuing Education units from the California Department of Insurance (CDI). Those requesting CE credit must sign-in to weekly CDI attendance forms. 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 to access the course curriculum online. Textbook may be purchased directly from Money Education on their website or by calling (888) 295-6023. Please do not purchase a used book. Only new books will have the unused access code for the online resources.

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  • Details
  • $710
  • March 29, 2021 to June 20, 2021
  • Delivery Mode: Online
  • Reg#: 00151
  • ID/Units: MGMT X433.9  (4.00)
    ( Section 1 )
  • Quarter: SPRING 2021

Instructor


Eric A. Smith, M.A., CFP®, CLV, ChFC, CRPC, ATP, has taught CFP educational courses at Florida Atlantic University since 1994. He has also taught CFP classes for The University of Miami and The American College and created two online CFP courses for Grantham University. Eric has written two textbooks on mastering calculations and case studies on the CFP Exam. He is the owner of Eric Smith Financial Services, a full-service financial planning firm in Miramar, Florida.

Textbook Information

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

Required Textbook(s):

ESTATE PLANNING
Book - ISBN: 9781946711335
Dalton and Langdon, 12 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START03/29/2021Monday------Online (Access Begins)---
END06/20/2021Sunday------Online (Access Ends)---