Estate Planning
Estate Planning
MGMT X 439.3
This course is part of the PFP Evening/Online program and is designed to teach students to solve estate planning problems including a review of the impacts of recent tax law changes.
Typically Available
Fall
Winter
Spring
Summer
Duration
As few as 11 weeks
Units
4.0
Current Formats
Online
Cost
Starting at $905.00
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What you can learn.
What you can learn.
Learn how to work with a client to determine their needs, goals, and objectives
Understand which estate planning tools will help them best achieve these needs, goals, and objectives
Discuss with others in the course how to explain these estate planning tools to clients
About This Course
This course is designed to aid accountants, trust officers, attorneys, life insurance underwriters and financial planners in solving estate planning problems. Topics include tax objectives, wills and living trusts, the unlimited marital deduction, saving the "second tax," holding title to property, lifetime gifts and trusts, life insurance and annuities, employee benefit plans, business interests and post-death problems. Recent tax law changes are also covered.
Spring 2026 Schedule
Date
Details
Format
-
This section has no set meeting times.
Online
Notes
Enrollment limited. Internet access required. Materials required.
Deadline
Refunds only available from February 02, 2026 to April 12, 2026
Course Requirements
Book:
Estate Planning (13th Edition)
by Dalton
Money Education
ISBN 9781946711007
Course syllabus not yet available.
This course applies toward the following programs
Personal Financial Planning
certificate
certificate
Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.
Fully prepare for CFP® Certification (Certified Financial Planner) and learn relevant trends and practices in the financial planning field.