Tax Planning and Estate Planning- CFP Certification

Online Course

Udemy
Go to Udemy
Start Learning
Tax Planning and Estate Planning- CFP Certification
  1. What is the course about?
  2. Prerequisites & Facts
  3. Cost, Certificate & Degree
  4. Reviews & Experiences

What is the course about?

Tax Planning and Estate Planning- CFP Certification
The course Tax Planning and Estate Planning- CFP Certification is an online class provided by Udemy. It may be possible to receive a verified certification or use the course to prepare for a degree.

Module- CFP

Course description
  • Tax Planning and Estate Planning- CFP Certification
  • Recognize the incidence of tax on various incomes, transactions, residency status, individual status and various business forms
  • Identify client’s eligibility for various tax deductions and learn about the tax treatment from various source of income
  • Compute the tax liability of a client after considering all types of income and eligible deductions, evaluating the incidence of capital gains tax
  • Recommend tax planning strategies by discerning short-term and long-term tax incidence of investing in various financial products and the appropriateness of such financial instruments in achieving a client’s financial goals
  • Assimilate estate planning at all stages of a client’s life by identifying, evaluating and integrating all assets in a suitable estate planning vehicle
  • A candidate must have completed Introduction to Financial Planning (1st module of CFP Certification)
  • 6 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
  • International College of Financial Planning
Start Learning

Prerequisites & Facts

Tax Planning and Estate Planning- CFP Certification

Course Topic

Personal Success, Teacher Training, Teaching & Academics

University, College, Institution

Udemy

Course Skill Level

see course summary

Course Language

English

Place of class

Online, self-paced (see curriculum for more information)

Degree

Certificate

Start Learning

Degree & Cost

Tax Planning and Estate Planning- CFP Certification

To obtain a verified certificate from Udemy you have to finish this course or the latest version of it, if there is a new edition. The class may be free of charge, but there could be some cost to receive a verified certificate or to access the learning materials. The specifics of the course may have been changed, please consult the provider to get the latest quotes and news.
Udemy
Tax Planning and Estate Planning- CFP Certification
provided by Udemy
Start Learning

Reviews

[display-frm-data id=”8278″ filter=”1″]

Please select a valid form
Here you can find information, reviews and user experiences for the course “Tax Planning and Estate Planning- CFP Certification“. The provider of the course – “Udemy” – will be glad to answer any questions you may have about the class, click here to use the offical support channels. It would be great if you could share your experience of participating in the course – Your honest review will surely help others to choose the right class!
School: Udemy
Topic: Finance, Finance & Accounting, Tax Preparation

More classes & courses

Start E-Learning
Popular courses with huge future potential
Schools & Universities
Learn with some of the best schools of the world
More online courses
Continue being curious & the world is yours
Contact us | Privacy Policy
© 2024 All Rights Reserved