Course Description
This course was updated on March 15, 2025 (Updated for 2025 tax year).
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.
