Select Page

Course Objective

Estate planning has as its goal the maximum and efficient transfer of wealth, consistent, of course, with the intentions of the certified financial planner’s clients.  In this course, you can expect to receive a basic understanding of the issues involved in such estate planning topics as wills, trusts, the probate process, advance medical directives, certain discrete aspects of wealth transfers, and the related tax consequences of each, although this last subject has been constantly evolving and hence cannot be definitively summarized as the course progresses.

Prerequisite: FIN  330 and ACCTG310 or ACCTG405

Course Structure

The course will be structured along the following Modules.

  • Module 01: Estate Planning Basics
  • Module 02: Taxes
  • Module 03: Property Transfers
  • Module 04: Other Considerations

Assignment Overview

Assignment Breakdown Percentage
Lesson Quizzes 20
Module Assignments 40
Exams 40
Total 100