遗产规划学习
The 遗产规划证书 Program is an informative and engaging learning experience that will enhance your knowledge of 房地产 planning.
格式
在线
NASBA研究领域
专业知识
水平
中间
CPE学分
10.5
作者(年代)
苏珊·M. Tillery
可用性
1年
产品编号
PFPEST23SSO
全面的遗产规划知识
Enhancing your knowledge of 房地产 planning will allow you to help your 客户端s plan for their futures, 包括不可预见的事件. You’ll gain a thorough understanding of 房地产 planning as outlined in the AICPA 个人理财规划 (PFP) Body of Knowledge.
遗产规划生命周期的步骤
You’ll explore topics that address the various steps in the 房地产 planning life cycle. 涵盖的188bet亚洲真人体育下载包括:
- 赠送策略
- 慈善计划
- 将遗产规划与税务、财务规划相结合
遗产规划解码
You’ll understand the intricacies of 房地产 planning by taking the following courses included in the 遗产规划证书 Program:
- 遗产规划程序
- 信托及遗产规划文件
- 基本遗产和赠与策略
- 先进的遗产规划策略
- 紧密持有的企业遗产规划
- 丧失行为能力及死后遗产规划
- 将遗产规划与税收和财务规划相结合
- 慈善计划
个人财务规划证书课程
The 个人财务规划证书课程 is a series of certificates covering the core areas of personal financial planning (PFP), 包括退休, 房地产, 风险管理及保险, 投资规划, 以及税务筹划与各个领域的关系.
This certificate program is a combination of education and a certificate exam that allows you to enhance your knowledge and demonstrate competence in that specific discipline.
哪个选项适合你?
The PFP certificate program offers three different options so you can decide which helps you achieve your goals.
证明你能力的证书
You can display your competence and understanding in one or more core areas of personal financial planning with a digital badge awarded upon completion of each certificate exam.
Each exam is proctored online and can be taken from the convenience of your home or office.
Optional online education is available so you can thoroughly comprehend the material and prepare for the exam.
为获得CPE而接受的教育
如果CPE是你的目标, 你可以购买没有证书考试的教育, 并简单地为你的188bet亚洲真人体育下载网址执照获得CPE学分, PFS凭据, 和/或CFP®证书.
如果您持有PFS证书, t在这里 is no need to take the certificate exam because your PFS凭据 exam tests this material.
个人理财专家证书(PFS)
If you are an active CPA who wants to obtain the PFS凭据, the certificate program provides an alternative pathway for meeting the exam and education requirements.
参见http://www.aicpa-cima.com/membership/landing/credentials for additional information.
谁将受益
- 理财规划师
- 188bet亚洲真人体育下载网址
关键的188bet亚洲真人体育下载
- 遗产规划程序
- 信托和遗产规划文件
- 基本的财产和赠与策略
- 先进的遗产规划策略
- 少数人持有的商业遗产规划
- 丧失行为能力和死后遗产规划
- 将遗产规划与税务、财务规划相结合
- 慈善计划
学习成果
- Determine key elements of transfer rules including the annual exclusion amount and basis step up.
- 确定信托的共同利益.
- Determine how trusts assist with 业务 decisions and facilitate charitable intentions.
- Identify key considerations regarding asset transfers to family members
- Determine the potential role of insurance in addressing incapacity risk.
- Identify the ways in which life insurance can be used in 房地产 planning, 以及这将对税收规划产生的影响.
- Determine how to integrate 房地产 planning with other areas of personal financial planning.
- Identify rules for limitations on contributions for corporations, trusts, and 房地产s.
为您的团队进行分组订购
2至5名注册人
节省时间与我们的团体订购表格. We’ll send a consolidated invoice to keep your learning expenses organized.
开始的订单The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, 包括残疾人士, 可以访问该行业和协会的网站吗, 教育材料, 产品, 和服务.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. 如需更多资料,请参阅 协会网站无障碍政策. 作为这个承诺的一部分,这个产品是封闭的. 如需额外住宿要求,请联系 adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.)和要求的住宿:音频/视觉/其他. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.