Advanced Certificate Estate Planning Fundamentals

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The Advanced Certificate in Estate Planning Fundamentals is a comprehensive course that equips learners with critical skills in estate planning. This course is essential in an industry where the need for expert estate planners is high.

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AboutThisCourse

By taking this course, learners will gain a deep understanding of estate planning principles, tax strategies, and wealth preservation techniques, making them highly valuable to potential employers. Throughout the course, learners will engage in practical exercises and case studies that reinforce their knowledge and prepare them for real-world scenarios. The course covers essential topics such as wills, trusts, probate, estate taxes, and charitable giving, ensuring that learners have a well-rounded skill set. Upon completion of the course, learners will be equipped with the skills and knowledge necessary to pursue careers as estate planning professionals, financial advisors, or wealth management specialists. This advanced certificate will give learners a competitive edge in the job market and pave the way for career advancement in the estate planning industry.

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CourseDetails

• Introduction to Estate Planning • Understanding the importance of estate planning, including the creation of wills, trusts, and powers of attorney • Overview of relevant laws and regulations
• Wills • Types of wills, the importance of having a valid will, and the process of creating and updating a will • Discussion of challenges and common mistakes in will creation
• Trusts • Overview of different types of trusts and their purposes • Advantages and disadvantages of using trusts in estate planning
• Powers of Attorney • Explanation of powers of attorney and their role in estate planning • Discussion of financial and health care powers of attorney
• Estate Tax • Overview of estate tax rules and regulations • Strategies for minimizing estate tax liability
• Estate Planning for Blended Families • Examination of estate planning considerations specific to blended families • Discussion of potential challenges and solutions
• Special Needs Planning • Overview of special needs trusts and their role in supporting individuals with special needs • Discussion of government benefits and eligibility considerations
• Business Succession Planning • Examination of estate planning considerations specific to business owners • Discussion of strategies for transferring ownership and minimizing taxes
• Digital Assets in Estate Planning • Discussion of the importance of including digital assets in estate planning • Overview of best practices for managing and protecting digital assets

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EntryRequirements

  • BasicUnderstandingSubject
  • ProficiencyEnglish
  • ComputerInternetAccess
  • BasicComputerSkills
  • DedicationCompleteCourse

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  • NotAccreditedRecognized
  • NotRegulatedAuthorized
  • ComplementaryFormalQualifications

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CourseFee

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FastTrack GBP £140
CompleteInOneMonth
AcceleratedLearningPath
  • ThreeFourHoursPerWeek
  • EarlyCertificateDelivery
  • OpenEnrollmentStartAnytime
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StandardMode GBP £90
CompleteInTwoMonths
FlexibleLearningPace
  • TwoThreeHoursPerWeek
  • RegularCertificateDelivery
  • OpenEnrollmentStartAnytime
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  • FullCourseAccess
  • DigitalCertificate
  • CourseMaterials
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ADVANCED CERTIFICATE ESTATE PLANNING FUNDAMENTALS
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London School of International Business (LSIB)
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05 May 2025
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