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Estate Planning

A required course in the Personal Financial Planning Certificate Program.

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.

  • Details
  • $745
  • March 27, 2023 to June 18, 2023
  • Delivery Mode: Online
  • Reg#: 00208
  • ID/Units: MGMT X433.9  (4.00)
    ( Section 1 )
  • Quarter: SPRING 2023


Eric Smith, CFP®, CLU®, ChFC®, CRPC®, EA, 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: 9781946711007
Dalton, Langdon, 13 ed, Money Education

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START03/27/2023Monday------Online (Access Begins)---
END06/18/2023Sunday------Online (Access Ends)---