Tax Planning and Estate Planning- CFP Certification

Online Course

Udemy

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Prerequisites & Facts
Cost, Certificate & Degree
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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

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Prerequisites & Facts

Tax Planning and Estate Planning- CFP Certification

Course Topic

Finance, Finance & Accounting, Tax Preparation

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

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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

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