包
遗产规划证书课程(考试+课程)
$335
$168.75 - $251.25
折扣:
25%了
No. 的产品: 2
CPE学分:
10
遗产规划证书课程
个人理财规划
CPE自学
遗产规划证书课程
The 遗产规划证书课程 is an informative and engaging learning experience that will enhance your knowledge of 房地产 planning.
$225 - $335
你有美国注册188bet亚洲真人体育下载或CIMA会员资格吗? 登录 申请会员折扣.
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
视图
业务 & 合作伙伴
部分折扣
产品详细信息
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 遗产规划证书课程:
- 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.
信用信息
CPE学分
在线
10.5
NASBA研究领域
专业知识
水平
中间
先决条件
Basic knowledge of the areas of personal financial planning (PFP)
访问
在线
这是一个数字产品. With full paid access the content will be available to you for 1年 after purchase date.
更多信息请参考 CPE要求和NASBA赞助信息
定价
你有美国注册188bet亚洲真人体育下载或CIMA会员资格吗? 登录 申请会员折扣.
非会员
在线
$335.00
协会成员
在线
$280.00
CIMA会员
在线
$280.00
PFP组成员
在线
$225.00
PFS证书持有人
在线
$225.00
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.
开始的订单作者(年代)
苏珊·M. Tillery
188bet亚洲真人体育下载网址/ PFS, AEP®(著名)
苏珊·M. 蒂勒里，188bet亚洲真人体育下载网址/PFS, AEP®(杰出)，是总裁 & Paraklete®Financial, Inc .首席执行官. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, 没有资产管理或产品销售. The firm acts as an Advocate in Financial Services® for its 客户端s with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, 有限责任公司, 为188bet亚洲真人体育下载网址提供继续教育的机构, 财务顾问, 大学, 和大学.
Ms. 蒂勒里在哈里斯的经历，我的首席财务官, a multi-family office w在这里 she was responsible for developing and delivering comprehensive family office solutions to affluent families, 以及她在安徒生和罗纳德·布鲁的工作 & Co为Paraklete提供了框架. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. 她是美国注册188bet亚洲真人体育下载(AICPA)会员。, the Georgia Society of 188bet亚洲真人体育下载网址 (GSCPA) and the Atlanta Estate Planning Council. 除了, Susan是GSCPA董事会成员, and past Chair of both the AICPA 个人理财规划 Executive Committee and the AICPA 个人理财规划 Credential Committee. Susan is the recipient of the AICPA 2019 个人理财规划 Distinguished Service Award.
Ms. Tillery is the co-author of Essentials of 个人理财规划, 高等院校使用的会计学教科书, 业务, 以及法律研究生项目. Additionally, Susan has co-authored the AICPA 个人财务规划证书课程. The program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. 顺利完成课程, 有相关经验, 允许参与者获得PFS证书. Susan is a frequent speaker and author on topics relating to personal financial planning, 包括188bet亚洲真人体育下载网址和财务规划, 虚拟家族办公室, 女性面临的经济问题, 财富的责任, 慈善捐赠, 和管理工作. 苏珊和她的家人住在乔治亚州的肯尼索.
可访问性
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.
评级和评论
运输及派送
运输成本 销售税稍后会在结账时加进去
取消政策
查看我们的取消政策 在这里
