Advisors Guide to Estate Planning #296021
Course Details, Learning Objectives, Table of Contents
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This course was updated on March 5, 2021.
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, Credit, Sponsor Information
Open link (above): Course Details, Table of Contents, and Learning Objectives.
Subject Codes/Fields of Study: Estate Planning (NASBA/CPA: Specialized Knowledge and Application)
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 printed copies of both, sent via USPS or UPS.
Taking the Exam Online
Online exam is included in price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board and IRS CE credits are reported weekly, if applicable.
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
Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)
|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price