Estate Planning

MGMT X 430.515

This course is part of the PFP Accelerated Online program and introduces students to the process of developing an estate plan, including federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, and trusts.

READ MORE ABOUT THIS COURSE
Online
Starting at $785.00
As few as 4 weeks
4.0
3.4

Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.

What you can learn.

  • Understand the estate planning process and goals, methods of estate transfer at death, the Federal estate tax, the federal gift tax, issues related to generation skipping transfers Tax, estate transfers during life, and liquidity
  • Apply techniques learned to special situations such as incapacity, family arrangements, and selecting fiduciaries

About this course:

This course introduces students to the process of developing an estate plan, including federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, and trusts. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study. The major topics covered are: -+ Estate Planning Process and Goals -+ Methods of Estate Transfer at Death -+ The Federal Estate Tax -+ The Federal Gift Tax -+ Estate Planning Issues Related to Generation-Skipping Transfer Tax and Income Tax -+ Methods of Estate Transfer During Life -+ Estate Liquidity and Postmortem Actions -+ Estate Planning for Special Situations: Incapacity, Family Arrangements and Selecting Fiduciaries

Fall 2021 Schedule

Date & Time
Details
Format
 
-
Tuesday, Thursday 3:00PM - 6:00PM PT
Available
See Details
Instructor: Linda Hewitt
381074
Fee:
$785.00
Onlineformat icon
Location: Online
ENROLL BY: Nov 9, 2021
See Details
Notes

The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.

Enrollment limited; early enrollment advised.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

* Please use the below link to order Textbooks:

Refund Deadline
No refunds after November 11, 2021
Course Requirements
Course syllabus not yet available
Schedule
Type
Date
Time
Location
Online
Tue Nov 9, 2021
3:00PM PT - 6:00PM PT
Online
Online
Thu Nov 11, 2021
3:00PM PT - 6:00PM PT
Online
Online
Tue Nov 16, 2021
3:00PM PT - 6:00PM PT
Online
Online
Thu Nov 18, 2021
3:00PM PT - 6:00PM PT
Online
Online
Tue Nov 23, 2021
3:00PM PT - 6:00PM PT
Online
Online
Thu Nov 25, 2021
3:00PM PT - 6:00PM PT
Online
Online
Tue Nov 30, 2021
3:00PM PT - 6:00PM PT
Online
Online
Thu Dec 2, 2021
3:00PM PT - 6:00PM PT
Online
Online
Tue Dec 7, 2021
3:00PM PT - 6:00PM PT
Online
Online
Thu Dec 9, 2021
3:00PM PT - 6:00PM PT
Online

Winter 2022 Schedule

Date & Time
Details
Format
 
-
Tuesday, Thursday 3:00PM - 6:00PM PT
Future Offering (Opens November 01, 2021 12:00:00 AM)
See Details
Instructor: Linda Hewitt
383198
Fee:
$785.00
Onlineformat icon
Location: Online
Notes

The UCLA Extension Accelerated Personal Financial Planning Program is a cohort based program enrollment is limited to those who have successfully completed the previous courses in the program.

Enrollment limited; early enrollment advised.

The University of California Los Angeles offers this program in partnership with Kaplan Professional, the leading provider of financial planning education and exam prep. Kaplan has helped more than 20,000 financial professionals earn their CFP® certification. The Executive Certificate in Financial Planning program is designed for professionals in the financial, insurance, and banking fields, as well as those looking to change careers.

Self-study may not be enough to succeed on the CFP® exam. Our outstanding instructors know the CFP® exam curriculum and how to prepare for the exam, and the live classroom setting provides the structure and focus you need. You will not only learn the material, but also how to apply it on exam day.

* Please use the below link to order Textbooks:

Refund Deadline
No refunds after February 17, 2022
Course Requirements
Course syllabus not yet available
Schedule
Type
Date
Time
Location
Online
Tue Feb 15, 2022
3:00PM PT - 6:00PM PT
Online
Online
Thu Feb 17, 2022
3:00PM PT - 6:00PM PT
Online
Online
Tue Feb 22, 2022
3:00PM PT - 6:00PM PT
Online
Online
Thu Feb 24, 2022
3:00PM PT - 6:00PM PT
Online
Online
Tue Mar 1, 2022
3:00PM PT - 6:00PM PT
Online
Online
Thu Mar 3, 2022
3:00PM PT - 6:00PM PT
Online
Online
Tue Mar 8, 2022
3:00PM PT - 6:00PM PT
Online
Online
Thu Mar 10, 2022
3:00PM PT - 6:00PM PT
Online

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.

This course applies towards the following certificates & specializations…

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