CFPExam.net http://www.cfpexam.net Exam Prep for the CFP® Certification Exam & CFP CE Sun, 16 Aug 2009 18:39:56 +0000 en hourly 1 http://wordpress.org/?v=3.0.5 Principles of Insurancehttp://www.cfpexam.net/ce/principles-of-insurance http://www.cfpexam.net/ce/principles-of-insurance#comments Mon, 20 Jul 2009 17:00:59 +0000 admin http://www.cfpexam.net/?p=109 This course provides a general overview of insurance principles, beginning with frequently used terms and their definitions as used in the industry. As the course develops, it illustrates the insurance process and its need, and then grows into a manual of sorts, guiding the reader through the various mechanics, the type of insurance products available, and the applicability in different situations, illustrating with examples wherever possible.

LEARNING OBJECTIVES:

  • Differentiate between insurance, insured and insurer.
  • Define and understand the concept of premium.
  • The similarities between risk transfer mechanisms and insurance.
  • Understand key concepts/terms used in relation to insurance.
  • Understand the need for insurance.
  • Understand the various types of insurance available.
  • Understand the mechanics of insurance.
  • Understand the role of insurance agents
  • Understand the mechanics of Life Insurance, its need and importance.
  • Understand the application process.
  • Understand the policy clauses.
  • Differentiate between the various types of insurance companies.
  • Understand the concepts of Whole Life Insurance, Joint Life Insurance etc.
  • Identify the various types of Permanent Insurance.
  • Compare Term and Permanent Insurance.
  • Distinguish between various Policy Variations.
  • Learn the mechanics of filing claims, receipt of proceeds.
  • Understand the need for, and the mechanics of, Insurance Underwriting.

TOPICS COVERED:

  • Introduction
  • LESSON 1: INSURANCE – Basics
  • LESSON 2 : LIFE INSURANCE
  • LESSON 3: HEALTH INSURANCE
  • LESSON 4: LONG-TERM CARE INSURANCE
  • LESSON 5: DISABILITY INSURANCE
  • LESSON 6: PROPERTY AND CASUALTY
    INSURANCE/HOMEOWNER INSURANCE

  • LESSON 7: PERSONAL PROPERTY INSURANCE
  • LESSON 8: FIRE INSURANCE
  • LESSON 9: AUTOMOBILE INSURANCE
  • LESSON 10: INSURANCE FRAUD
  • LESSON 11: GROUP INSURANCE
  • LESSON 12: COMMERCIAL GENERAL LIABILITY
  • LESSON 13: PRINCIPLES OF RISK MANAGEMENT
  • LESSON 14: PRINCIPLES OF REINSURANCE

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 7 hours.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice-president. Licensed for over 20 years in both property/casualty and life/health.

EXPERIENCE:

Director, Center for Continuing Education, Austin, Texas
Manager/Senior Vice-President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
District Manager, Farmers Insurance Group, California & Iowa

EDUCATION AND LICENSES:

Masters Of Arts, Business And Administration, Columbia Pacific University
Bachelor of Science, Mankato State University
Chartered Life Underwriter & Chartered Financial Counselor Designations
Registered Health Underwriter & Registered Employee Benefits Counselor

]]> http://www.cfpexam.net/ce/principles-of-insurance/feed 0 New Employeehttp://www.cfpexam.net/ce/new-employee http://www.cfpexam.net/ce/new-employee#comments Sun, 19 Jul 2009 17:00:05 +0000 admin http://www.cfpexam.net/?p=106 As a new employee to the insurance industry you may find yourself overwhelmed with understanding the components of the industry and the terminology being used around you. This course will provide you with an understanding of the general make up of the industry and the terminology in order for you to do your job well.

LEARNING OBJECTIVES:

  • Learn the basic concepts of insurance
  • Learn insurance terms
  • Define who needs insurance
  • See how an insurance agency is organized
  • Learn about continuing education, errors & omissions
  • Define what makes a valuable employee and explore future career opportunities
  • Obtain valuable insurance resource information

TOPICS COVERED:

  • Introduction
  • LESSON 1: Purpose of Insurance
  • LESSON 2 : Independent Insurance Agency System
  • LESSON 3: You and Your Agency
  • LESSON 4: Being an Insurance Professional Part 1
  • LESSON 5: Being an Insurance Professional Part 2
  • LESSON 6: Continuing Education

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 2 hour.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

This course is created and brought to you by 360Training, a leading provider of accredited e-learning courses to working professionals through today’s leading schools, associations and corporations. 360Training’s high quality e-learning courses assist thousands of working professionals each month in a wide range of disciplines to succeed in today’s marketplace, renew licenses, acquire certification or prepare for a new profession.

This course was created by the instructional design staff of 360Training in connection with field professionals that bring many years of experience in adult educational theory and distance learning technology to make the process of certification, compliance and training as convenient, engaging, and cost-effective as possible.

If you have any requests for technical or instructional support, please contact the 360Training Support Department located in the HELP section of your account profile. Technical support inquiries are handled immediately and instructional support questions are returned within 24 business hours with answers provided by a qualified professional in your field through our network of subject matter experts.

]]> http://www.cfpexam.net/ce/new-employee/feed 0 Mutual Fundshttp://www.cfpexam.net/ce/mutual-funds http://www.cfpexam.net/ce/mutual-funds#comments Sat, 18 Jul 2009 17:00:14 +0000 admin http://www.cfpexam.net/?p=103 Mutual funds are important investment instruments that have been essential to both individual and corporate investors for well over a century. Beginning with a brief overview of basic investment principles and the evolution of mutual funds, this course addresses the fundamentals of mutual funds, how they are categorized, their roles and functions, and their investment characteristics. Compliance and regulatory issues are also examined.

LEARNING OBJECTIVES:

  • Understand the history of mutual funds.
  • Know the basic definition and workings of mutual funds.
  • Recognize the various financial entities that work with mutual funds.
  • Identify the impact and provisions of the Investment Companies Act of 1940, and its impact on mutual funds.
  • Recognize different types of mutual funds.
  • Identify the advantages and disadvantages of investing in mutual funds.
  • Recognize compliance and regulatory elements governing mutual fund sales and programs.

TOPICS COVERED:

  • Introduction
  • Lesson 1: Mutual Funds
  • Lesson 2: Mutual Funds in the Investment Companies Act of 1940
  • Lesson 3: Types of Mutual Funds
  • Lesson 4: Pros & Cons of Mutual Funds

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 5 hour.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

This course was created by MGL Consulting, a leading provider of registration and compliance services to the financial services industry, since 1984. MGL’s team of experienced professionals provide a wide range of products and services designed specifically for broker/dealers, investment advisors and insurance companies, including:

  • NASD, SEC and multi-state licensing and registration for broker/dealers
  • SEC and multi-state licensing for investment advisors
  • Insurance licensing, appointment and renewal services
  • Written Supervisory Procedures
  • Business Plan development
  • Business Continuity Plans
  • Regulatory Compliance Audits
  • Continuing Education Needs Analysis and Program Development
  • Financial Reporting
  • Annual Compliance Meeting Programs

For more information regarding MGL Consulting and its services, please visit them online at www.mglconsulting.com.

]]> http://www.cfpexam.net/ce/mutual-funds/feed 0 Medicarehttp://www.cfpexam.net/ce/medicare http://www.cfpexam.net/ce/medicare#comments Fri, 17 Jul 2009 17:00:24 +0000 admin http://www.cfpexam.net/?p=100 This course will introduce basic concepts for understanding Medicare coverage in its two parts: hospital insurance and medical insurance. A brief history of the program and a discussion of the role of private insurance companies is followed by eligibility requirements, exclusions, and claims payments. Peer Review Organizations and Service Provider Certification are also discussed.

LEARNING OBJECTIVES:

  • Understand the purpose and background of Medicare
  • Recognize the role of private insurance companies
  • Identify the two parts of Medicare, and what each covers
  • Be familiar with enrollment, exclusions, and eligibility requirements
  • Understand the role of Peer Review Organizations (PROs)
  • Be knowledgeable of the Medicare claims payment process.

TOPICS COVERED:

  • Introduction
  • LESSON 1:History, Administration and Role of Private Insurance Companies in Medicare
  • LESSON 2: Components of Medicare Coverage
  • LESSON 3: Medicare Eligibility
  • LESSON 4: Enrollment
  • LESSON 5: Medicare Exclusions
  • LESSON 6: Service Providers
  • LESSON 7: Peer Review Organizations (PROs)
  • LESSON 8: Claims Settlement

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 5 hours.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

]]> http://www.cfpexam.net/ce/medicare/feed 0 Long Term Carehttp://www.cfpexam.net/ce/long-term-care http://www.cfpexam.net/ce/long-term-care#comments Thu, 16 Jul 2009 17:00:15 +0000 admin http://www.cfpexam.net/?p=97 As a significant portion of the U.S. population ages, the topic of long term care is an increasingly hot topic being addressed by more and more individuals and families. This course takes an in-depth look at long term care (LTC) and long term insurance, ranging from a basic understanding of LTC to the complications that may arise in the absence of a policy.

The advantages of policies and their features are weighed, and the differences between the policies offered by various institutions are discussed. It must be kept in mind that policy coverage, rules and regulations and conditions vary from company to company and state to state.

LEARNING OBJECTIVES:

  • Understand what long term care entails in terms of physical and financial resources.
  • Identify the purpose and concept of LTC insurance.
  • Understand policy conditions, exclusions, rules and regulations.
  • Identify the different policy types, and what each policy offers by way of benefits, limitations and exclusions.
  • Recognize the function of care-providing facilities and entities, what level of care each provides, and how they are included in LTC policies.
  • Learn the role of the government in the LTC market through Social Security, Medicare and Medicaid.
  • Recognize how shifting demographics and costs impact the LTC insurance industry.
  • Understand how group policies differ from individual policies.

TOPICS COVERED:

  • Introduction
  • Lesson 1: Introduction to Long-term Care Insurance (LTCi)
  • Lesson 2: Statistics and the Cost of Long-term Care
  • Lesson 3: Policies, Options and Needs
  • Lesson 4: Long-term Care Funding and Providers
  • Lesson 5: How Medicare, Medicaid and HMOs Provide Long-term Care
  • Lesson 6: Basic Policy Features
  • Lesson 7: Understanding Long-term Care Insurance Benefits
  • Lesson 8: Types of PoliciesLesson 9: Group Coverage
  • Lesson 10: Long-term Care-related Issues

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 10 hours.

TESTING:

Final Exam: You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

SUMMARY:

An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice-president. Licensed for over 20 years in both property/casualty and life/health.

EXPERIENCE:

  • Director, Center for Continuing Education, Austin, Texas
  • Manager/Senior Vice–President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
  • Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
  • District Manager, Farmers Insurance Group, California & Iowa

EDUCATION and LICENSES:

  • Master of Arts, Business and Administration, Columbia Pacific University
  • Bachelor of Science, Mankato State University
  • Chartered Life Underwriter & Chartered Financial Counselor Designations
  • Registered Health Underwriter & Registered Employee Benefits Counselor Designations
  • Managed Healthcare Professional & Health Insurance Associate Designations
  • Associate in Insurance Claims
  • Professional, Academy of Healthcare Management
  • Currently Enrolled in Certified Employee Benefits Specialist Program, Wharton Business School
  • Holds insurance licenses for Life, Property/Casualty, MGA, All-lines Adjuster, and Life Insurance Counselor
]]> http://www.cfpexam.net/ce/long-term-care/feed 0 Life, Health, Disability and Long Term Carehttp://www.cfpexam.net/ce/life-health-disability-and-long-term-care http://www.cfpexam.net/ce/life-health-disability-and-long-term-care#comments Wed, 15 Jul 2009 17:00:24 +0000 admin http://www.cfpexam.net/?p=90 his course provides an overview to the insurance students about four main types of insurance policies. The four policies Life, Health, Long Term Care and Disability Insurance are the most widely selling policies in the insurance industry.

This course contains some valuable information about the principles of life, health, disability and long term care insurance policies, some important related definitions, needs for the purchase of different kinds of insurance policies, application process for applying these kids of insurance, their after effects and different sub forms of these insurance policies.

LEARNING OBJECTIVES:

  • Understand the mechanics of Life Insurance, its need and importance.
  • Understand the application process.
  • Understand the policy clauses.
  • Differentiate between the various types of insurance companies.
  • Understand the concepts of Whole Life Insurance, Joint Life Insurance etc.
  • Identify the various types of Permanent Insurance.
  • Compare Term and Permanent Insurance.
  • Distinguish between various Policy Variations.
  • Learn the mechanics of filing claims, receipt of proceeds.
  • Understand the need for, and the mechanics of, Insurance Underwriting.

TOPICS COVERED:

  • Introduction
  • Lesson 1: LIFE INSURANCE
  • Lesson 2: HEALTH INSURANCE
  • Lesson 3: LONG-TERM CARE INSURANCE
  • Lesson 4: DISABILITY INSURANCE

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 4 hours.

TESTING:

Final Exam: You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

SUMMARY:

An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice-president. Licensed for over 20 years in both property/casualty and life/health.

EXPERIENCE:

  • Director, Center for Continuing Education, Austin, Texas
  • Manager/Senior Vice–President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
  • Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
  • District Manager, Farmers Insurance Group, California & Iowa

EDUCATION and LICENSES:

  • Master of Arts, Business and Administration, Columbia Pacific University
  • Bachelor of Science, Mankato State University
  • Chartered Life Underwriter & Chartered Financial Counselor Designations
  • Registered Health Underwriter & Registered Employee Benefits Counselor Designations
  • Managed Healthcare Professional & Health Insurance Associate Designations
  • Associate in Insurance Claims
  • Professional, Academy of Healthcare Management
  • Currently Enrolled in Certified Employee Benefits Specialist Program, Wharton Business School
  • Holds insurance licenses for Life, Property/Casualty, MGA, All-lines Adjuster, and Life Insurance Counselor.
]]> http://www.cfpexam.net/ce/life-health-disability-and-long-term-care/feed 0 HIPAA for Insurance Professionalshttp://www.cfpexam.net/ce/hipaa-for-insurance-professionals http://www.cfpexam.net/ce/hipaa-for-insurance-professionals#comments Tue, 14 Jul 2009 17:00:53 +0000 admin http://www.cfpexam.net/?p=87 This course provides information about the Health Insurance Portability and Accountability Act (HIPAA). Specifically, you will learn: what the purpose, scope and benefits of HIPAA are, what is the significance of the Administrative Simplification section of HIPAA, how non-compliance is penalized, what changes HIPAA regulations require, what standards HIPAA enforces, how privacy and security are differentiated, what impact HIPAA can have on you and your organization, and how you can make your organization HIPAA-compliant.

LEARNING OBJECTIVES:

  • Understand what HIPAA is
  • Learn the purpose of HIPAA
  • Understand the key features of HIPAA
  • Understand which entities are affected by HIPAA
  • Appreciate the types of standards HIPAA specifies and understand the areas affected by the standards’ proposed rules
  • Understand the purpose of electronic standardization of transactions, code sets, and unique identifiers
  • Recognize the difference between privacy and security
  • Appreciate the impact of new privacy rules related to HIPAA
  • Understand the costs and savings associated with HIPAA
  • Learn the implementation dates of, and penalties for noncompliance to, HIPAA regulations
  • Understand how HIPAA will impact you and your organization
  • Understand the general process to implement HIPAA compliance in your organization

TOPICS COVERED:

  • Introduction
  • Lesson 1: Introduction to HIPAA
  • Lesson 2: HIPAA Standards
  • Lesson 3: Privacy and Security
  • Lesson 4: HIPAA Case Studies
  • Lesson 5: Impact of HIPAA
  • Lesson 6: Implementation of HIPAA

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 2 hour.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

SUMMARY:

An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice-president. Licensed for over 20 years in both property/casualty and life/health.

EXPERIENCE:

    •Director, Center for Continuing Education, Austin, Texas
    •Manager/Senior Vice–President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
    •Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
    •District Manager, Farmers Insurance Group, California & Iowa

EDUCATION and LICENSES:

  • Master of Arts, Business and Administration, Columbia Pacific University
  • Bachelor of Science, Mankato State University
  • Chartered Life Underwriter & Chartered Financial Counselor Designations
  • Registered Health Underwriter & Registered Employee Benefits Counselor Designations
  • Managed Healthcare Professional & Health Insurance Associate Designations
  • Associate in Insurance Claims
  • Professional, Academy of Healthcare Management
  • Currently Enrolled in Certified Employee Benefits Specialist Program, Wharton Business School
  • Holds insurance licenses for Life, Property/Casualty, MGA, All-lines Adjuster, and Life Insurance Counselor
]]> http://www.cfpexam.net/ce/hipaa-for-insurance-professionals/feed 0 Ethics For Insurance Professionals Advancedhttp://www.cfpexam.net/ce/ethics-for-insurance-professionals-advanced http://www.cfpexam.net/ce/ethics-for-insurance-professionals-advanced#comments Mon, 13 Jul 2009 17:00:18 +0000 admin http://www.cfpexam.net/?p=83 In this course we do not intend to create a complex, philosophical, intellectual debate on current ethical considerations. Rather, we will present a practical discussion of business ethics with specific examples taken from the insurance industry.

The course addresses the complexities of ethical decision making in today’s insurance environment. It suggests ways for insurance producers to establish ethics in the work place and thereby take a step toward reducing the possibility of questionable practices and wrongdoing.

LEARNING OBJECTIVES:

  • Learn the basic concepts of ethics.
  • Learn about professionalism and ethical standards.
  • Learn to differentiate between ethics and values.
  • Define what is meant by conflict of interest.
  • Define the steps involved in ethical decision making
  • Learn the intricacies of the insurance product
  • Understand the responsibilities if an insurance professional
  • Learn about the disclosures involved in policy illustrations
  • Understand the standards of consumer protection in the insurance industry
  • Understand the various regulations of insurance trade practices

TOPICS COVERED:

  • Introduction
  • LESSON 1: Introduction
  • LESSON 2 : Role of Ethics
  • LESSON 3: Ethics Vs. Values
  • LESSON 4: Resolving Ethical Dilemmas
  • LESSON 5: Ethical Decision Making
  • LESSON 6: Nature of the Insurance Product
  • LESSON 7: The Insurance Professional
  • LESSON 8: Insurance Regulation
  • LESSON 9: Policy Illustrations
  • LESSON 10: Consumer Protection in the Insurance Industry
  • LESSON 11: Regulation of Insurance Trade Practices

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 2 hours.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice-president. Licensed for over 20 years in both property/casualty and life/health.

EXPERIENCE:

Director, Center for Continuing Education, Austin, Texas
Manager/Senior Vice-President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
District Manager, Farmers Insurance Group, California & Iowa

EDUCATION AND LICENSES:

Masters Of Arts, Business And Administration, Columbia Pacific University
Bachelor of Science, Mankato State University
Chartered Life Underwriter & Chartered Financial Counselor Designations
Registered Health Underwriter & Registered Employee Benefits Counselor

]]> http://www.cfpexam.net/ce/ethics-for-insurance-professionals-advanced/feed 0 Estate Planning Advancedhttp://www.cfpexam.net/ce/estate-planning-advanced http://www.cfpexam.net/ce/estate-planning-advanced#comments Sun, 12 Jul 2009 17:00:40 +0000 admin http://www.cfpexam.net/?p=79 This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer.

The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of post-mortem tax planning.

LEARNING OBJECTIVES:

  • Outlines the need for and the elements of the estate planning process.
  • Establishes estate planning strategies.
  • Overview of the Federal Gift tax system.
  • Introduces gross estate and valuation techniques.
  • Explains the purpose and function of the Federal Estate Tax.
  • Explain the purpose and function of trusts.
  • Outlines marital deduction planning.
  • Outlines charitable deduction planning.
  • Addresses estate planning issues for business owners.
  • Outlines post-mortem estate planning.

TOPICS COVERED:

  • Introduction
  • LESSON 1: The Estate Planning Process And Documents Of Transfer
  • LESSON 2 : Unified Transfer Tax System And Generation Skipping Transfer Tax (GSTT)
  • LESSON 3: Gifts And Federal Gift Taxation
  • LESSON 4: The Gross Estate And Valuation Techniques
  • LESSON 5: Calculation Of Federal Estate Tax Liability
  • LESSON 6: Trusts
  • LESSON 7: Marital Deduction Planning
  • LESSON 8: Charitable Deduction Planning
  • LESSON 9: Intra-Family Business And Property Transfers
  • LESSON 10 Tax Planning for Estates of Varying Sizes
  • LESSON 11: Post-Mortem Estate Planning
  • LESSON 12: Conclusion

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 5 hours.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

This course is created and brought to you by 360Training, a leading provider of accredited e-learning courses to working professionals through today’s leading schools, associations and corporations. 360Training’s high quality e-learning courses assist thousands of working professionals each month in a wide range of disciplines to succeed in today’s marketplace, renew licenses, acquire certification or prepare for a new profession.

This course was created by the instructional design staff of 360Training in connection with field professionals that bring many years of experience in adult educational theory and distance learning technology to make the process of certification, compliance and training as convenient, engaging, and cost-effective as possible.

If you have any requests for technical or instructional support, please contact the 360Training Support Department located in the HELP section of your account profile. Technical support inquiries are handled immediately and instructional support questions are returned within 24 business hours with answers provided by a qualified professional in your field through our network of subject matter experts.

]]> http://www.cfpexam.net/ce/estate-planning-advanced/feed 0 CFP CE 30 Hour Packagehttp://www.cfpexam.net/ce/cfp-ce-30-hour-package http://www.cfpexam.net/ce/cfp-ce-30-hour-package#comments Sat, 11 Jul 2009 17:00:26 +0000 admin http://www.cfpexam.net/?p=76 CFP CE 30 Hour Package

This 30 hour bundle includes the following courses:

  • Anti-Money Laundering (2)
  • CFP Ethics (2)
  • Principles of Insurance (7)
  • Estate Planning Adv. (5)
  • Medicare (5)
  • Annuities (5)
  • New Employee (2)
  • Hippa for Ins Pros (2)

Please click on the individual course links for course descriptions.

]]> http://www.cfpexam.net/ce/cfp-ce-30-hour-package/feed 0