• Read more about HS 330 Fundamentals of Estate Planning

This course covers various aspects of estate and gift tax planning, including the probate process, an overview of basic estate planning documents, types of property interests, transfer strategies during life and at death, the use of trusts, generation-skipping transfers, charitable giving, the use of life insurance in estate planning, special elections, and other post-mortem planning strategies.

Learning Objectives
Upon completion of this course, the student will be able to:

• Identify the steps in the estate planning and probate processes
  
• Identify and describe the basic estate planning documents along with the advantages and limitations of each
  
• Compare and contrast the most common types of property titling along with the advantages and limitations of each
  
• Understand and apply the fundaments of the gift tax system and respective planning strategies
  
• Identify and classify different trust arrangements and explain the advantages and limitations of each
  
• Compare and contrast advanced strategies that can be used either during the life or upon death of the client
  
• Understand and apply the fundamentals of the generation-skipping transfer tax system and respective planning strategies
  
• Compare and contrast advanced charitable planning strategies along with the advantages and limitations of each
  
• Understand and apply the fundamentals of the estate tax and respective planning strategies, and explain the benefits of the unlimited marital deduction
  
• Demonstrate the advantages of using life insurance in estate planning and explain the benefits of various post-mortem planning strategies

000024 CFP^® ChFC^® CLU^® Single Course 3 1.00 Financial Planning Insurance and Risk Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000241 AL AL AR AR CA CA CO CO DE DE GA GA HI HI KS KS KY KY LA LA MA MA ME ME NC NC NE NE NH NH NJ NJ NV NV NY NY OK OK PA PA PR PR SC SC TN TN UT UT AZ CT IA ID IN MD MI MN MO MS MT NM OR RI SD TX VA VT WI WV WY FL IL OH ND WA 28G

• Read more about HS 326 Planning for Retirement Needs

This course focuses on helping businesses and individuals plan for retirement. The topics covered in this course include asset accumulation and distribution planning, qualified pension plans, qualified plan setup, administration, and termination, profit sharing plans, stock bonus and employee stock ownership plans, IRAs, SEPS, SIMPLEs, 403(b) and 457 plans, deferred compensation and nonqualified plans, Social Security benefits, and employee benefits.

Learning Objectives
Upon completion of this course, the student will be able to:

• Analyze the factors affecting retirement planning, such as determining the remaining work life expectancy, retirement life expectancy, annual savings needed, and understanding investment considerations
  
• Understand the fundamental principles of qualified plans
  
• Compare and contrast the various types of qualified pension plans and determine which is the most appropriate given the needs and goals of an employer
  
• Compare and contrast profit sharing plans, stock bonus plans, and ESOPs along with the advantages and limitations of each
  
• Understand the tax treatment of distributions from qualified plans
  
• Describe the steps involved to install a qualified plan, requirements needed to administer a plan, and what events would call for the termination of a plan
  
• Discuss the advantages, limitations, and taxation of IRAs and SEPs
  
• Compare and contrast SIMPLE, 403(b), and 457 retirement plans along with the advantages and limitations of each
  
• Discuss the taxation of nonqualified plans and compare and contrast Social Security claiming strategies given the impact of taxation and other limitations that may apply
  
• Compare and contrast employee fringe and group benefits along with the advantages and limitations of each

000020 CFP^® ChFC^® CLU^® Single Course 8 1.00 Financial Planning Insurance and Risk Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000201 AL AL AR AR CA CA CO CO DE DE GA GA HI HI KS KS KY KY LA LA MA MA ME ME NC NC NE NE NH NH NJ NJ NV NV NY NY PA PA PR PR SC SC TN TN UT UT AZ CT IA ID IN MD MI MN MO MS MT NM OR RI SD TX VA VT WI WV WY FL IL OH ND WA 28G

• 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