Estate and Gift Tax Planning

PFP 505 / Non Credit
Course taught in: English

Focuses on estate and gift tax planning with particular emphasis on personal financial planning aspects of estate, gift and income tax practice. Includes coverage of how retirement insurance, investment and estate planning issues are interrelated.

This course is available as part of the following:

Certificate in Executive Certified Financial Planner Certificate Program (CFP®)
The Online Executive CFP® Certification Education program is an independent, self-paced, online education program, designed to fulfill the education requirement to sit for the CFP® Certification Examination. The program is designed to be completed in nine months but may completed in more or less time, depending on a student's schedule.