About Business Buy and SellThis course was updated on 4/28/2006. (Scroll down to order.)
What's Covered
This course covers business continuation planning, including business continuation plan design for the purpose of preserving the business, maximizing business value, minimizing transfer taxes, and facilitating ownership and management transition.
Also covered are buy and sell agreements, methods of funding acquisitions, and succession planning.
Author
Thomas F. Commito, J.D., LL.M., CLU, ChFC
What's IncludedCourse text (158 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.
Additional CE credit InformationCFP
® and PACE credit available in all states.
Field(s) of Study: Financial Planning, Tax Planning (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print or download.
Beacon Hill e-ExamThis course comes with the
Beacon Hill e-Exam electronic exam answer sheet. Complete your exam online and receive an Emailed response with your certificate attached.
The
e-Exam electronic PDF form is attached directly to the downloadable PDF version of the course. If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.
If you are ordering the print version of the course, you can use the faxable answer sheet that is included with the course, or go online to our
Resources page and download the
e-Exam answer sheet form (course #251) .
Program delivery method: Self-study–print or download
How to Order
Order online or by phone (800-588-7039)
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Discounts and shipping/handling, if applicable, are added during checkout, before payment.
Don't forget: Get 18% off when you order 3 or more courses!