Estate Planning Learning

Personal Financial Planning

CPE Self-study

Estate Planning Learning

The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning.

$225 - $335

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

10.5

Author(s)

Susan M. Tillery

Availability

1 year

Product Number

PFPEST23SSO

View

Business & partner

Part of a discounted

Product Details

Comprehensive estate planning knowledge

Enhancing your knowledge of estate planning will allow you to help your clients plan for their futures, including unforeseen events. You’ll gain a thorough understanding of estate planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge.

Steps in the estate planning life cycle

You’ll explore topics that address the various steps in the estate planning life cycle. Topics covered include:

Gifting strategies
Charitable planning
Integrating estate plans with tax and financial plan

Estate planning decoded

You’ll understand the intricacies of estate planning by taking the following courses included in the Estate Planning Certificate Program:

The Estate Planning Process
Trusts and Estate Planning Documents
Basic Estate and Gifting Strategies
Advanced Estate Planning Strategies
Closely Held Business Estate Planning
Incapacity and Postmortem Estate Planning
Integrating Estate Planning With the Tax and Financial Plan
Charitable Planning

Personal Financial Planning Certificate Program

The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area.

This certificate program is a combination of education and a certificate exam that allows you to enhance your knowledge and demonstrate competence in that specific discipline.

Which option is right for you?

The PFP certificate program offers three different options so you can decide which helps you achieve your goals.

Certificate to display your competence

You can display your competence and understanding in one or more core areas of personal financial planning with a digital badge awarded upon completion of each certificate exam.

Each exam is proctored online and can be taken from the convenience of your home or office.

Optional online education is available so you can thoroughly comprehend the material and prepare for the exam.

Education to earn CPE

If CPE is your goal, you can purchase the education without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFP® credential.

If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material.

Credential as a Personal Financial Specialist (PFS)

If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements.

See https://www.aicpa-cima.com/membership/landing/credentials for additional information.

Who Will Benefit

Financial Planners
CPAs

Key Topics

Estate planning process
Trusts and estate planning documents
Basic estate and gifting strategies
Advanced estate planning strategies
Closely held business estate planning
Incapacity and postmortem estate planning
Integrating estate planning with the tax and financial plan
Charitable planning

Learning Outcomes

Determine key elements of transfer rules including the annual exclusion amount and basis step up.
Identify the common benefits of trusts.
Determine how trusts assist with business decisions and facilitate charitable intentions.
Identify key considerations regarding asset transfers to family members
Determine the potential role of insurance in addressing incapacity risk.
Identify the ways in which life insurance can be used in estate planning, as well as the impact this will have on tax planning.
Determine how to integrate estate planning with other areas of personal financial planning.
Identify rules for limitations on contributions for corporations, trusts, and estates.

Credit Info

CPE Credits

Online

10.5

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

Prerequisites

Basic knowledge of the areas of personal financial planning (PFP)

Access

Online

This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.

For more information, please refer to CPE requirements and NASBA sponsorship information

Pricing

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Nonmembers

Online

$335.00

AICPA Members

Online

$280.00

CIMA Members

Online

$280.00

PFP Section Members

Online

$225.00

PFS Credential Holders

Online

$225.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Author(s)

Susan M. Tillery

CPA/PFS, AEP®(Distinguished)

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is president & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for developing and delivering comprehensive family office solutions to affluent families, together with her work at Arthur Andersen and Ronald Blue & Co provided the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. She is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, Susan is a member of the GSCPA Board of Directors, and past Chair of both the AICPA Personal Financial Planning Executive Committee and the AICPA Personal Financial Planning Credential Committee. Susan is the recipient of the AICPA 2019 Personal Financial Planning Distinguished Service Award. Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Susan has co-authored the AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Susan is a frequent speaker and author on topics relating to personal financial planning, including CPAs and financial planning, virtual family offices, financial issues facing women, responsibilities of wealth, charitable giving, and stewardship. Susan and her family reside in Kennesaw, Georgia.

Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.