4156  |  On Demand  |  Intermediate  |  Self-Study

Personal Financial Planning Estate Planning Certificate Program and Exam Bundle

Friday, May 1, 2020 - Friday, April 30, 2021

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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!

Instructors

  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

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


Highlights

The Estate Planning Process Trusts and Estate Planning Documents Basic Estate and Gifiting 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


Your Price: $669.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $140.00 on this event. Not a member? join today.


Instructors

Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).


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