CFP^® – Estate Planning

One of the leading Finance certifications, the CFP^® designation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNER Professional Certificate Program at Florida Atlantic University is registered with the Certified Financial Planner Board of Standards Inc. (CFP Board). As a CFP Board-Registered Program, our courses satisfy the CFP Board’s education requirement, allowing an individual to sit for the CFP^® Certification Examination.

Program Details

Format: Tuesdays | On Campus or Live Virtual
Dates: May 9 - July 18, 2023
Time: 7:00pm - 10:00pm
Hours: 40 Hours/4.0 CEUs
Sessions: 10
Fee: $750
Location: Boca Raton Campus or Live Virtual

Estate Planning

An overview of the conservation and transfer of wealth. Topics include: documents used in estate planning, property transfer and gifting strategies, estate and gift taxes, types and taxation of trusts and wills, qualified interest trusts, charitable giving, life insurance and valuation issues, deferral and minimization of estate taxes, intra-family, business and generation-skipping transfers, disposition of estate and fiduciary responsibilities.

Instructional Method and Format:

Instructor-led by qualified CFP^® certified professors
A blended-learning approach which includes both in-class review, discussions, online assignments and practice questions.
Incorporate in-class, online and independent study activities.
Follows the CFP Board’s recommended curriculum which weights topics according to exam relevance

Florida Atlantic University does not certify individuals to use the CFP^®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo) certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.