This badge was issued to Adan Ibarra on 03 Apr 2022.
- Type Validation
- Level Intermediate
- Cost Paid
Estate Planning Certificate
Professionals who earn the Estate Planning Certificate badge demonstrate the core concepts related to the estate planning life cycle. Badge earners strategize with clients to create integrated tax, financial, and estate plans. These professionals also contribute to charitable planning, gifting strategies, and closely held business estate planing with clients.
- Type Validation
- Level Intermediate
- Cost Paid