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Beacon Hill Financial Educators self-study course on charitable planning for CFP CE continuing education credit.
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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators self-study course on charitable planning for CFP CE continuing education credit. Advisor's Guide to
Charitable Planning
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Recommended CPE Credit:
CFP®: 16

Licenses:
CFP ®
PACE

Course Description
(scroll down to order)
This course was updated on 1/08.

This course covers the essential financial planning aspects of charitable giving. The features and benefits of charitable giving plans are presented as well as a review of the legislation that governs charitable giving.

Tools and techniques of charitable planning are covered in detail, including: income percentage limits; gifts of property; e-philanthropy and technology issues; private and community foundations; charitable annuities, trusts, funds and life insurance; general rules for charitable deductions; and partial interest rules.  Appendixes include numerous advisor resources (see link to table of contents above).

Course and Credit Information
Author: Stephan R. Leimberg, James R. Allen, Jr., Johnine R. Hays, J.J. MacNab, Roger L. Shumaker, Wesley Yang, and Randy L. Zipse.

Course text (258 pages).

Exam and Grading:  Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). CFP® credits reported automatically (if applicable).

Program delivery method: Self-study, available in print or download .

Program level: Overview; Course prerequisites: None; Advance preparation: None

Subject Codes/Fields of Study: CFP Board,  NAPFA: Financial Planning. NAPFA members: Download a course credit-by-subject chart from our Resources page.

Credit Information: CFP® and PACE credit available in all states.

Course-sponsor number: CFP Board: 1008.

How to Order
Order online or by phone (800-588-7039)
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3. Select how you would like to receive the course (printed materials sent in the mail or PDF file downloaded and saved to your computer).
4. Click "Add to Cart", continue shopping or proceed to secure checkout. 

PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download the course file to your computer, then open it. 

Don't forget: Get 18% off when you order 3 or more courses.

Discounts and shipping/handling, if applicable, are added during checkout, just before payment.

Print Price:  $149.00
Download Price:  $119.00

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CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Sponsor #50.
Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
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