Certificate in Integrated Wealth Planning and Advice


SKU: 9212 Category:


Duration 13 hours


19 courses | 10hrs | Credits: 17.75 CTFA, 6 CISP, 4.25 CRSP, 0.75 CSOP

Learn how personal finance, tax, insurance, retirement and estate planning work together to help clients define and achieve their objectives during and beyond their lifetime. Learn the tax considerations and gifting strategies surrounding individual income tax, fiduciary income tax, and federal estate tax. Gain foundational knowledge on the fundamentals of Insurance and the features of life insurance policies and annuities. Explore planning considerations Individual Retirement Accounts, how benefits are coordinated with the estate plan, and the planning aspects of various retirement plans. Gain a better understanding of the marital deduction, charitable techniques to accomplish estate and financial planning objectives, and tax implications of education plans and how trusts can be used for this purpose. Learn the clients’ financial lives are reflected on their balance sheets, how to analyze and interpret the balance sheets and legal entity structures used by clients to hold assets and how they align with their strategies and goals.

Courses include:

  • Introduction to Integrated Planning and Advice

Tax Planning:

  • Individual Income Tax
  • Fiduciary Income Tax
  • Gift Strategy and Taxation
  • Generation-Skipping Transfer Tax
  • Federal Estate Tax

Insurance Planning:

  • Fundamentals of Insurance
  • Life Insurance Policies
  • Annuities

Retirement Planning:

  • Planning for Retirement
  • Qualified Retirement Plans
  • Individual Retirement Accounts

Estate Planning:

  • Estate Planning Fundamentals
  • Estate Planning for the Marital Deduction
  • Philanthropic Planning
  • Education Planning for Minors
  • Estate Planning for the Business Owner

Advising Clients:

  • Full Balance Sheet Advice
  • Structure Analysis and Advice
Code: A1580SP
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