What you will learn.
- Learn about 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:
Summer 2019 Schedule
These courses are fully online, and there are no in-person classroom meetings.
Enrollment limited; Early enrollment advised; Enrollment prior to the first class required.
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.
View below link for textbook information.