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Solutions/On Demand/eLearning/Essentials of Trust and Estate Planning

Essentials of Trust and Estate Planning / Overview

Overview | Topics & Objectives | Features

Overview

Cannon Financial Institute’s Essentials of Trust and Estate Planning eLearning course teaches practitioners the key trust and estate planning information required for client conversations. Because the concepts are presented independently of specific products and services, the course content can be integrated into any sales training or product training.

The course consists of five content lessons, one lesson of case studies to practice applying the skills and knowledge learned in the content lessons, and one mastery exam (scored). Each lesson has a user experience of 30 to 45 minutes. Lesson topics cover the overview and purpose of estate planning, property rights and property ownership, the transfer taxation system, estate planning strategies implemented during life, and estate planning strategies implemented at death.

Goal

The goal of the course is to present some of the basic terminology and concepts related to trust and estate planning.

The companion CFI Concepts for Professionals desk reference is a valuable complement to the eLearning lessons and Cannon’s live classroom programs. Call for pricing details at (706) 353-3806.
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$295
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CE Credits

CTFA: 12 (PF&I: 8.5, INV: 1.25, TAX: 2.25)
CFP: 7.5

 
Cannon Financial eLearning Trust & Estates Image
Cannon Financial eLearning Trust & Estates Image
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