4 Credit HoursFinancial Planning
Estate Planning for Financial Advisors
Estate planning from the financial advisor perspective. Covers will and trust fundamentals, beneficiary designations, estate tax planning strategies, charitable giving vehicles, business succession planning, and the coordination of estate plans with retirement and insurance strategies.
Topics Covered
- Will and trust fundamentals for advisors
- Revocable vs. irrevocable trust strategies
- Beneficiary designation coordination
- Estate tax planning and the unified credit
- Charitable giving vehicles: CRTs, CLTs, DAFs
- Business succession planning and buy-sell agreements
- Life insurance in estate planning
- Coordinating estate, retirement, and insurance plans
- Special needs planning and ABLE accounts
- Digital asset estate planning
Exam Requirements
Review Questions
12
Throughout the course material
Final Exam Questions
20
Multiple choice, 4 options each
Passing Score
70%
Minimum requirement
Time Limit
1 Year
Self-paced from enrollment
Certificate of Completion
Upon passing the final exam, you will receive a certificate including all required fields:
- Provider name
- Program name
- Program number (upon approval)
- Program dates
- Credit hours awarded
- Instructor signature
- Your name
- Unique certificate number