Covers wealth transfer mechanisms, tax implications, and trust structures for client legacy in financial planning.
About the course
Estate Planning Strategies explores the advanced mechanisms used to transfer wealth and protect client legacies. You will examine the tax implications of various estate planning tools, including trusts, wills, and gifts. The course focuses on integrating these strategies with broader financial planning goals to provide comprehensive advice to high-net-worth clients.
You will learn to design trust structures that meet specific client needs, such as asset protection, tax efficiency, and succession planning. The course also covers the legal and ethical considerations involved in estate planning, ensuring you can provide compliant and effective advice.
Who takes this course
This course is required for students in the Financial Planning graduate certificate program.
Credits: 3 · Hours: 45
Prerequisites
Learning outcomes
- Evaluate wealth transfer mechanisms available to high-net-worth clients
- Analyze tax implications of various estate planning strategies
- Design trust structures for client legacy and asset protection
- Integrate estate plans with broader financial planning goals
- Communicate complex estate concepts to clients clearly
Evaluation
| Component | Weight (%) |
| Mid-term exam | 30 |
| Case study project | 40 |
| Final exam | 30 |