語言

Online

公司

AICPA

時間

N/A

地點

中環

課程費用

3130

CPD 時數

19

聯絡方法

Online

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 gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline.

The series of courses includes the following:

  • 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 Postmotem Estate Planning
  • Integrating Estate Planning with the Tax and Financial Plan
  • Charitable Planning

 

Language : English                                                        

CPA Credit Hour : 19 hours                                                   

Member Fee: $ 3130  | Non Member Fee: $ 3915                                 

More info: https://bit.ly/2ImmgiN                                                                                        

* All prices are subject to change without prior notice due to currency fluctuation