Estate Planning Certificate Program

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!

This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

When you pass the exam, you will be awarded with a certificate in the form of a digital badge. A digital badge is a validated, graphical representation of your significant achievement. There is a description of the specific knowledge and skills you’ve demonstrated or achieved to earn it. As digital badges become the global standard for recognizing and publicizing professional development, your accepted badge will allow you to distinguish yourself in the marketplace and show your commitment to quality.

Topics Discussed

Topics Discussed: 
  • The Estate Planning Process
  • Trusts and Estate Planning Documents
  • Basic Estate and Gifting Strategies
  • Advanced Estate Planning Strategies
  • Closely Held Business Estate Planning
  • Incapacity and Postmortem Estate Planning
  • Integrating Estate Planning With the Tax and Financial Plan
  • Charitable Planning

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COURSE CODE

PFP-ESTC

FIELD OF STUDY

Specialized Knowledge

CPE CREDIT HOURS

19

KNOWLEDGE LEVEL

Intermediate

INTENDED AUDIENCE

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

PREREQUISITE

None

ADVANCED PREPARATION

None

DELIVERY METHOD

Self-study online

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For individual training, visit:

(U.S.) AICPAstore.com

(Outside the U.S.) CGMAstore.com


CONTACT A TRAINING REPRESENTATIVE:


1-800-634-6780 Option 1
aicpalearning@aicpa.org