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Personal Financial Planning - Tax and Estate Planning Techniques Training Class |
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Personal Financial Planning - Tax and Estate Planning Techniques Training Seminar
This course focuses on income taxation and estate planning.
This "blended learning" course (part-self study, part instructor-led) gives you access to an instructor seven days a week, 24 hours a day from the convenience of your work or home. The instructor posts weekly lecture notes and quizzes to help you evaluate your understanding of the material. Discussion board and chat features provide a high level of interaction between the instructor and students.
Once enrolled participant will receive a password and the instructor contact information. The dates/ times for the "open discussion" topics will be sent for scheduling purposes. It will vary on how long to complete since it is a self study format. The participant will dictate the speed of the completion.
This course can be taken independently for professional development, or in conjunction with other courses to earn the Certified Employee Benefit Specialist (CEBS) designation.
It covers:- Income Taxation - A Detailed Analysis I
- Income Taxation - A Detailed Analysis II
- Income Tax-Saving Techniques for the Individual
- Planning for Retirement Plan Distributions
- The Transfer Tax System
- Lifetime Gifting and Sales Within a Family
- Planning for Education Expenses
- Strategies for Using the Marital Deduction
- Charitable Giving
- Life Insurance in Estate Planning
- Revocable Living Trusts, Other Will Substitutes and Property
- Management Arrangements
- Selection and Use of Business Entities
- Planning for the Retention or Disposition of Business Interests
- Developing a Financial Plan in Specialized Situations
- Developing, Implementing and Modifying a Comprehensive Financial Plan
Course & Study Materials
Personal Financial Planning, 7th Edition, G. Victor Hallman and Jerry S. Rosenbloom, McGraw-Hill, 2003. ISBN 0-07-141944-6
Study Manual, 2nd edition and Practice Exam on CD-Rom
The Study Manual has 15 topics, as listed above. Topics contain an outline of the readings, questions and answers on subject matter, key concepts, and sample examination questions. The practice exam on CD-ROM familiarizes you with the computer-based examination process, plus helps you assess your understanding of the subject matter.
Examinations
The course examination is two hours in length and consists of 100 multiple choice questions. Automatic scoring is provided at the test site.
CEBS examinations are administered via computer at Prometric Testing Centers. A CEBS representative will contact you when your exam eligibility has been processed so that you are able to make your testing appointment.
The price of this course includes all materials, the testing fee, and the cost of shipping and handling.
Continuing Education Credits
This courses qualifies for the following continuing education credits:- PHRs, SPHRs, GPHRs
This course qualifies for 30 hours of re-certification credits.
- Insurance Producers
Most CEBS courses are accepted for credit in those states that require continuing education credit for insurance producers. Please click here for a listing of CE hours by state.
- Certified Financial Planners
This course qualifies for 36 hours of CE. The original notice (with seal) from the computer based testing center is the certificate of satisfactory completion. The CFP application form must be completed and filed in accordance with all CFP Board deadlines. Application forms can be downloaded from the CFP Board Web site at www.cfp.net or obtained by calling the CFP Board office at (303) 830-7500 or (800) 487-1497. Contact the CEBS Program to request a transcript letter. Attach a copy of this transcript to your CFP Certification Examination Application.
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Price |
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$599.00
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