Course Description
This course was updated in August 18, 2015 ( Includes 2015 tax data)
Advisor’s Guide to Estate Planning is written specifically to present experience-based guidance to practitioners that is directly applicable in professional practice. The course provides a comprehensive study of the process of accumulation, conservation, and distribution of an estate in the manner that most efficiently and effectively accomplishes the client’s goals. Key topics are broken down into smaller components and illustrated with client situations to reinforce the concepts and facilitate the practitioner’s learning experience.
NOTE: This is an advanced-level course and the exam includes questions that require some calculation. As a result, participants should allow additional time to complete the exam.
Course, Sponsor Information
Table of Contents and Learning Objectives: See link above.
Program Delivery Method: Self-study (NASBA QAS Self- study/Interactive)
Authors: Carolynn B. Tomin, CFP® Colleen Carcone, J.D., CFP®
Program Level of Complexity: CFP Board, NASBA: Advanced
Course Prerequisites: Working knowledge of estate planning
Advance Preparation: None
Subject Codes/Fields of Study: Estate Planning
CPE Credit Information
CE/CPE credit available in all states
In accordance with the standards of the CFP Board and the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
Program Sponsor Information
CFP Board: #1008. CFP Board credits are reported weekly. CFP Board Course ID#195509
NASBA: #107615; also individual state boards of accountancy, as required
