• Read more about GS 859 Gift Planning in a Nonprofit Context

The focus of this course is on gift planning for nonprofits. By the end of this course, students should have the knowledge needed to apply the concepts and processes introduced in GS 839 and GS 849 to develop six to eight figure gifts for a specific nonprofit from its highest capacity donors. 000051 CAP^® MSFPP Single Course 10 1.00 Philanthropic Planning Financial Planning Professional Designations & Certifications Master's Degree Program Advanced Career Professional Mid Career Professional Yes Yes 0000511 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA KS KS KY KY LA LA MA MA MD MD ME ME MN MN MO MO MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN UT UT VT VT WI WI WV WV WY WY IN MI TX VA FL IL OH ND 10G

• Read more about GS 849 Charitable Giving Strategies

The focus of this course is on charitable tax strategies, tools, and techniques. By the end of this course, students will have the knowledge needed to open a client-specific or donor-specific conversation about the features and benefits of appropriate charitable tools. The student will then be able to convene a planning team, or in simpler cases, close for the gift. 000049 AEP CAP^® MSFPP Single Course 9 1.00 Philanthropic Planning Financial Planning Master's Degree Program Professional Designations & Certifications Advanced Career Professional Mid Career Professional Yes Yes 0000491 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MN MN MS MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN UT UT VT VT WI WI WV WV WY WY MO TX VA IL OH ND ID 10G

• Read more about GS 839 Planning for Impact in Context of Family Wealth

The focus of this course is on wealth in families and wealthy families in community with others. By the end of this course, the fundraiser and advisor should have the knowledge needed to elicit client or donor goals for self, family and society and to convene a team to achieve those goals now, later, at death or beyond death, through a financial plan, business exit plan, estate plan, or gift plan. 000041 AEP CAP^® MSFPP Single Course 8 1.00 Philanthropic Planning Financial Planning Master's Degree Program Professional Designations & Certifications Advanced Career Professional Mid Career Professional Yes Yes 0000411 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MN MN MS MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN UT VT VT WI WI WV WV ID MO VA WY FL IL OH ND 10G

• Read more about MSFP 543 Business Succession Strategies

This course covers advanced topics in business succession planning, provides an overview of gift and trust taxation to illustrate how charitable transfers facilitate business succession planning objectives, presents detailed coverage of family limited partnerships and limited-liability companies, and covers sales and gifts of business interests using discounting techniques. Students will discuss the use of executive benefit and retirement plan strategies to facilitate succession planning. While taking the course, students will complete three case studies that require them to imagine themselves as a person described in the case, followed by a final comprehensive case study. 000039 AEP BSP EPT^® MSFPP MSM Single Course 5 1.00 Philanthropic Planning Financial Planning Retirement Planning Leadership Master's Degree Program Certificate Program Advanced Career Professional Mid Career Professional No No 0000392 0

• Read more about MSFP 615 Advanced Estate Management Planned Giving

An advanced gift and estate planning course which presents an overview of basic gift, estate and generation-skipping transfer tax law and tax computation processes. GS 815 also discusses the ownership and taxation of transfers of property during lifetime and at death in addition to marital, charitable giving, and life insurance planning. Family business entity planning and buy-sell agreements are also addressed in the course. 000015 AEP BSP EPT^® MSFP MSFPP MSM Single Course 8 1.00 Philanthropic Planning Financial Planning Retirement Planning Leadership Master's Degree Program Certificate Program Advanced Career Professional Mid Career Professional No No 0000152 0

• Read more about GS 803 Financial Statements and Business Valuation Analysis

The first part of this course teaches students the "language of business" — accounting. It deals with understanding and analyzing financial statements to evaluate the financial stability and performance of a company. The second part of this course provides students with the knowledge of the fundamentals of equity valuation. 000005 AEP BSP MSFP MSFPP MSM Single Course 5 1.00 Philanthropic Planning Financial Planning Leadership Master's Degree Program Certificate Program Advanced Career Professional Mid Career Professional No No 0000051 NC NC WA 0