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1. Estate Planning [Courses]
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 proac...
... )( Section 1) Quarter: SPRING 2024 Instructor Eric Smith, CFP®, CLU®, ChFC ... , CRPC®, EA, ATP®, has taught CFP educational courses at Florida Atlantic University since 1994 ...