Estate Planning Certificate

13 semester hours of credit (5 courses)

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The College for Financial Planning’s Graduate Certificates provide you with the depth of knowledge necessary in subject areas that are relevant for the true professional, enabling you to not only better serve your clients, but to also have more confidence in the guidance that you do provide. Develop real-world critical thinking and problem-solving skills that are immediately applicable in your practice.

The Graduate Certificate in Estate Planning provides a well-rounded approach to the estate planning process, covering a broad range of topics on the graduate level. Each course is eight weeks in length and the certificate can be earned in less than one year. The College for Financial Planning is accredited by the Higher Learning Commission and is a member North Central Association. This ensures that all of our graduate programs deliver the highest level of academic rigor possible.

Required Courses:

COM500 Communication & Research Techniques

Credit Hours: 1 hrs

COM500 Communication & Research Techniques for Master’s Students

This one-credit course provides a basic introduction to Internet research, the APA Style and Publishing Manual, use of the College website, and the University Library.

PFP515 Estate Planning (Part I)

Credit Hours: 3 hrs

PFP515 Estate Planning (Part I)

This course introduces the student to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of the gross estate, wills, intestacy, probate, trusts, and more.

PFP516 Estate Planning (Part II)

Credit Hours: 3 hrs

PFP516 Estate Planning (Part II)

This course builds on the estate planning process concepts introduced in PFP515. Topics covered include federal estate and gift taxation, techniques that reduce the size of the gross estate, wills, intestacy, probate, trusts, and more.

PFP580 Issues & Cases in Estate Planning

Credit Hours: 3 hrs

PFP580 Issues & Cases in Estate Planning

Examines selected issues related to estate planning in a case study-driven format. These include both tax and non-tax aspects of planning for disability and death.

PFP581 Estate Planning for Retirement Benefits

Credit Hours: 3 hrs

PFP581 Estate Planning for Retirement Benefits

This course focuses on estate planning for retirement distributions from qualified plans and IRAs, while providing you with essential information regarding tax and other laws that govern retirement benefits and distributions. Among other things, the use of employer-sponsored retirement plans, IRAs, trusts, and charitable gifts to achieve client goals are covered. Also discussed are many important financial planning techniques used to help clients build a financially secure retirement.

Pricing

1 Credit Hour Course

$400

3 Credit Hour Courses

$1200

Student Loans are available

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. The College’s highly qualified faculty is available via telephone or e-mail to support you in your studies.

Certificate Program Start Dates

  • Tue
    21
    Oct
    2014
    Mon
    15
    Dec
    2014

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    06
    Jan
    2015
    Mon
    02
    Mar
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    17
    Mar
    2015
    Mon
    11
    May
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    26
    May
    2015
    Mon
    20
    Jul
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning
  • Tue
    04
    Aug
    2015
    Mon
    28
    Sep
    2015

    Graduate & Certificate Programs Session

    College for Financial Planning