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FP 362 Estate Planning

This FP 362 Estate Planning course basically provides an introduction to the Estate Planning.

It emphasizes on purpose, documentation and procedure required to build up an estate plan that is balanced with the client's aims and objectives. The above stated course gives students a practical understanding of the Federal Estate and Gift tax code. The course encompasses numerous topics, such as, property titling, the probate procedure, forecasting the estate settlement cost and gifting strategies. Underneath this course, students will be exposed to the financial and non-financial features of the planning process that occurs prior to the actual wealth and asset distribution. The above stated course as well emphasizes legal, tax and liquidity issues that a CFP professional require to address with  the client in other to form an effective estate plan.

After the completion of the FP 362 Estate Planning course module, students are anticipated to boast a good understanding of the Estate, Gift and Generation Skipping tax effects of property transfers and how to structure them.

Learning outcomes:

  • Enter into the spectrum of Wealth Management merchandise
  • Enter into the spectrum of Trust and Estate coming up with merchandise
  • Learn additional regarding Trusts, Estate coming up with the method, Estate coming up with merchandise, Tax coming up with through Trusts etc.
  • Understand the varied Wealth Transfer Techniques


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