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FP 6: Estate Planning

Become familiar with estate planning. Learn how the federal estate tax system works and what to consider when doing estate planning. Topics include federal estate and gift taxation, various estate planning techniques, trusts use, life insurance as an estate planning tool, gifts, charitable transfers, intrafamily business and property transfers, and planning for incapacity.

Effective Fall 2017, students wishing to enroll in any of the Financial Planning courses must pursue the Diploma in Financial Planning. Please visit the Diploma in Financial Planning page for more information on applying for the diploma program and enrolling in courses.

More details

You'll Walk Away with

  • Familiarity with estate planning
  • An understanding of how the federal estate tax system works and what to consider when doing estate planning

Ideal for

  • Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination
  • Those interested in a career in financial planning
NO open sections available for this course at the moment. Please check back next semester.