Estate Planning Fundamentals  #360424

CDFA®:  6.0

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Course Description
Course publication/revision date: This course was updated on 9/3/2024.
There are many options for estate planning that can minimize taxes, while ensuring that assets are distributed in accordance with your specific wishes. These options are covered in detail in the Estate Planning Fundamentals course. It covers the essentials of wills, probate, living trusts, the pay-on-death option, gift taxes and estate taxes, as well as planning for personal incapacity and much more.

Course, Credit, Sponsor Information  
Open link (above) for Course Details, Table of Contents, and Learning Objectives.
Subject Codes/Fields of Study: CPA: Specialized Knowledge; CFP Board: Estate Planning; IDFA: Financial Planning; IWI/CIMA: Wealth Management.

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS  a printed copy of the course book shipped to you via USPS.

How To Register Online
1. Enter Quantity 
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. Return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout