The following provides course information, as well as pricing, author, and educational credit information for the course you selected.
||The Accelerated Certificate in Financial Planning program is a CFP Board-Registered Program that will enable you to sit for the upcoming CFP® Certification Examination. The complete program can be completed in just nine months!
This "Virtual Class" provides the same structure and format of our live classroom course in regard to presentation sequence, topics emphasized, accompanying self-study materials, and interactive instruction.
The only difference is that you follow along this online course in the comfort of your home or office, and the presentation can be accessed in both live and recorded versions! Key course features include:
The Live online portion of this program is an instructor-led, scheduled class and offers students the opportunity to ask questions in real time during the presentation.
OnDemand Recorded Class Playback Functionality
The OnDemand portion of this program allows students to view the program anytime, anywhere and as often as they'd like.
Premium Instruction Study Solution Materials
Our Study Solutions include both print and online tools designed to fit your study style and schedule. Candidates should plan to spend approximately 6 weeks with these materials prior to attending the Virtual class.
In-Class Guide (Printed): Concise and easy-to-use, these study notes highlight critical content and provide you with a convenient note-taking format for organized, post-class review.
SchweserPro™ QBank: Online drill and practice question bank containing 1,200 questions enabling you to:
InstructorLink™: Interactive online support tools to keep you connected to our content experts.
- Create customized exams based on difficulty, length, or exam subject
- Build multiple exams, save them for future reference, allowing you to monitor your progress
- Browse questions by exam topic and view the answers and explanations
- Bookmark questions for future reference and print for practice on-the-go
- Instructor Email Access - Connect with an expert instructor for personal assistance anytime
- Instructor-led Office Hours - Receive weekly real-time instructor guidance through online question-and-answer sessions
- Searchable FAQs - Access a searchable database of frequently asked questions and sort by topic
- Video Library - Cover the core concepts of the exam with online streaming videos
- Exam-Tips Blog - Stay focused and motivated in your studies with content discussions and study strategies
Module 106 Course Description
Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. This modile presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer.
The module then addresses the unified transfer tax system and the calculation of an individual's estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.
Classes are conducted over the web on Mon, Wed, Thur, for 8 sessions, beginning on the date posted herein. Each class meets for 3 hours; choose from 7:30pm to 10:30pm (ET), or 9:00pm to 12:00pm (ET).
How To Access This Course:
All the printed materials noted above in the Premium Instruction Study Solution are shipped via UPS 2-Day Air within 1 business day after receipt of your paid order. Shipping is included in the cost of the course. Note: Orders received after 8am ET will ship the next business day.
Access instructions for the online and virtual course portions of this program will be emailed to you within 1 business day of your paid registration.
This course can be taken independently for professional development, or in conjunction with other courses in the Accelerated Certificate In Financial Planning program to earn the prestigious CFP or RFC designations.
|About The Provider:
||Kaplan Schweser is a leading global provider of financial education solutions to professionals around the world, helping candidates leverage their careers by preparing them for CPA, CFA®, FRM®, CAIA®, CFP® Certification, ChFC®, CLU®, CASL®, and CPCU® exams as well as Securities Licensing, Insurance Prelicensing, and Continuing Education requirements.
Kaplan Schweser is a division of Kaplan Professional, a leading international education services provider and a subsidiary of The Washington Post Company.
Kaplan Schweser provides:
Kaplan Schweser's high-quality materials are considered the gold standard and are used by dozens of top universities.
Kaplan Schweser educators have more than 400 combined years of financial planning, training, and consulting experience.
Our self-study and instructional methods are customizable to fit your particular learning style and schedule.
Kaplan Schweser's products are designed to provide a logical and well-planned approach to the study process.
Our innovative technology provides convenient access to live instruction, efficient online study tools, and the opportunity to interact with other students.
||Contact Us For More Information
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