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Advisors Guide to Estate Planning #296016

Course Overview

Credit

Amount

CPA

CFP^®

Course Author: Touchstone-National Underwriter Field of Study (CPA): Specialized Knowledge Field of Study (CFP): Estate Planning

Course Description

This course was updated in August 18, 2015
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.

Table of Contents

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Course Details

Course Details, Learning Objectives, Table of Contents