- Type Learning
- Level Foundational
- Time Months
- Cost Paid
Certificate in Financial Planning-Estate Planning
Issued by
NCCU Division of Extended Studies
The estate planning badge is issued to earners that demonstrate how to plan and manage federal estate and gift tax planning and opportunities. Earners will be able to value assets, recommend tax deductions and exemptions to clients, and suggest end-of-life wealth strategies and tools available to clients. Successfully passing the Certified Financial Planner - Estate Planning course with a 70 or higher is required.
- Type Learning
- Level Foundational
- Time Months
- Cost Paid
Earning Criteria
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Plan and manage federal estate and gift tax planning and opportunities.
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Recognize value assets and suggest tax deductions and exemptions to clients.
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Recommend end-of-life wealth strategies and tools available to clients.
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Complete several quizzes and final exam by successfully passing course with a 70 or higher.