Self-Study Continuing Education Courses
for Financial Professionals

Values-Based Estate Planning View Table of Contents [ Print This Page ] Credits: CFP®: 10 Licenses: CFP PACE A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors. This course is based on the book Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors by Scott C. Fithian. About Values-Based Estate Planning Learn the step-by-step approach to helping clients tackle the estate planning process. The seven principles explored in Values-Based Estate Planning use personal values as a basis to form The Legacy Planning System™. With this approach, advisors can: Help clients discover and solidify their deepest values, convictions, and objectives relative to their money; Help clients express those values and objectives in a clearly written Family Financial Philosophy mission statement; Serve as the team leader in advising clients and clients' other advisors on how to use the mission statement to direct the planning process. Course Information  What's Included Book (217 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of the page.   Additional CE credit Information CFP® and PACE credit available in all states. Field(s) of Study: Estate 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.   How to Order Order online or by phone (800-588-7039) . To order online: Enter quantity below Click "Add to Cart." Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Price:  $129.00 Quantity