The following courses are accepted by the CFP Board. To view your specific license requirements, please visit <a href="/compliance">Compliance Manager</a>.
Title | Author | Credit | Level | Fee | |
---|---|---|---|---|---|
2023 Estate & Financial Planning Quarterly Update (Spring) | Klaralee Charlton | 2 | Update | $67 | add to cartSold Out |
Costly Pitfalls in Old Estate Planning Documents | Klaralee Charlton | 2 | Basic | $67 | add to cartSold Out |
Funding the Marital Share | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
Help Clients Deal with Tax Law Challenges: Using Practical Planning Strategies | Steven Siegel | 2 | Basic | $67 | add to cartSold Out |
Post Death IRA Transactions | Klaralee Charlton | 2 | Basic | $67 | add to cartSold Out |
Preparation of State Level Estate Tax Returns | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
Preparing Form 709: The Federal Gift Tax Return | Steven Siegel | 2 | Basic | $67 | add to cartSold Out |
Understanding the Federal Gift Tax | Steven Siegel | 2 | Overview | $67 | add to cartSold Out |
Why Estate Planning is Still Alive for those not Subject to the Estate Tax | Klaralee Charlton | 2 | Basic | $67 | add to cartSold Out |
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