Gain your CFP Course credits through American Investment Training and Global Career Schools. Areas include: Estate Planning, Long term care, Wills and tusts, Annuities, anti money laundering CFP CE and more.
CE Credit hours as low as $10 - Full credit and approved for online CFP Contining Education.
he Certified Financial Planner CE courses that cover retirement, long-term care, disability, financial investments, wills -- and the ethics that should guide a responsible and judicious CFP. The CFP CE courses equip the professional to provide timely, effective and profitable advice to clients. The courses include a Final Exam and a Certificate of Completion.
Sample description of one part that is included in the CFP CE Course catalog:
Estate Planning CE: This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer. The course 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 post-mortem tax planning.