CFP306 Estate Planning
This course introduces federal gift, estate, and transfer taxes and planning techniques used to minimize the impact of these taxes on transfers of wealth. This course stresses the need for balancing tax and non-tax considerations in creating estate plans. (Prerequisite: CFP101; CFP101 can also be taken as a co-requisite).
Prerequisite
Introduction to the CFP Credential (
CFP101)
Notes
This course may be offered online through a consortium of accredited colleges and universities or in seat at Adrian College. Online instruction may be provided by faculty employed by partner institutions within the consortium, with technology and administrative support provided by Rize Education.
Oversight of courses offered through the consortium are reviewed and approved by Adrian College. Students register through Adrian College and receive academic credit from Adrian College.