Join

Estate Planning Certificate Program and Exam Bundle

Description

The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning. Part of the Personal Financial Planning Certificate Program, the Estate Planning Certificate includes eight courses covering steps in the estate planning life cycle, including gifting strategies, charitable planning, and integrating your clients’ estate plans with their tax and financial plans. And, if you are seeking a thorough understanding of estate planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!

Learning Objectives
  • Enhance your knowledge of estate planning
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Specialized Knowledge
19.5
Who Should Attend

CPAs and financial planners with basic knowledge of personal financial planning and an interest in estate planning.

Instructor(s)
Prerequisites
  • Basic knowledge of personal financial planning and an interest in estate planning
Advanced Preparation
  • None
Location
Online
Register Now
When
Available 24/7
Location
Online
Total CPE Credits
19.5
Format
On-Demand

MEMBER


$ (% off)
$529.00

NON-MEMBER


$ (% off)
$669.00
Become A Member

Register for this Course

Estate Planning Certificate Program and Exam Bundle


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×