Elder Planning #194819
Course Details, Learning Objectives, Table of Contents
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Note: This course is being discontued on 12/31/2023. You must pass the exam by that date in order to receive CFP Board credit.
This is a Beacon Hill Course-in-a-Book™ title: A self-study CE course that is based on an industry book that is popular with financial professionals.
For this Course-in-a-Book™ title, you have two purchase options:
- Purchase the "Hardcopy Book (mailed), Online Exam" or
- Purchase the "Online Exam ONLY (You Have the Book)" - In this case you already own the book or you will be purchasing the Kindle edition.
(Also open the above link: Course Details, Learning Objectives, and Table of Contents.)
This course and exam are based on the book A Guide to Elder Planning by Steve Weisman, (364 pages, .2013, FT Press).
Elder Planning covers the financial, legal, and personal issues faced by seniors and their families, including practical insights and specific, innovative solutions for estate planning, investment planning, long term care planning, housing, Medicare, Medicaid, retirement planning, Social Security, veterans' benefits, asset protection, substitute decision making, income tax planning, age discrimination, protection from abuse and scams, end of life issues, and much more.
Please note that the book for this course refers to information on tax laws that were in existance in 2012, the year the book was published. However, the author references several online resources that contain the current-year tax information.
Field of Study: Financial Planning
Program Level of Complexity: Overview
This course is registered with the CFP Board ( (Course ID #195655).
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 online exam.
Discounts and shipping/handling, if applicable, are added during checkout
|Hardcopy Book (mailed), Online Exam Price
$109.00 Sale Price
|Online Exam ONLY (You Have the Book) Price