CFPE505: Estate Planning

Estate planning is vital to a total financial plan, especially in your work with high-net-worth clients. This course introduces you to the process of developing an estate plan. Topics include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more.

Course Topics:

• Estate Planning Process & Goals
• Methods of Estate Transfer at Death
• The Federal Estate Tax
• The Federal Gift Tax
• Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax
• Methods of Estate Transfer During Life
• Estate Liquidity & Postmortem Actions
• Estate Planning for Special Situations: Incapacity, Family Arrangements & Selecting Fiduciaries

This course is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

This course qualifies for 45 CPE hours for Enrolled Agents and CPAs.

Students typically complete their studies within 6-8 weeks, however you have one full year to successfully complete the course.

CFPE505: Estate Planning is the fifth course (of six) in our CFP Certification Professional Education Program. The CFP^® certification is the most recognized financial designation in the country, and our program boasts an 86% cumulative pass rate and over 60,000 graduates. If you wish to pursue the CFP^® certification, you have the option of purchasing the other courses as part of a prorated bundle or enrolling in the other courses individually.

Please contact our student services center at 1-800-237-9990 x 2 for complete details.

Other courses in the program may also be eligible for CPE; see this document for complete details.