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Estate Planning and Taxation Certificate

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Best For

Professionals seeking an understanding of estate tax law and planning.

Timing

<9 Months

Format

Your tuition includes all required self-study materials, access to convenient online learning tools, and your examination.

100% Virtual

Tuition

$2,050/course

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Meet Client Expectations

Retirees Expect More

Advice on wealth transfer, estate planning, tax planning, and more all often fall below clients' expectations.

Grow Estate Planning Skills

Make sure your business stays relevant by maintaining clients across generations with proper and punctual planning.

Specialize in Taxation

Tax-efficient strategies are key in estate planning — get specialized knowledge you need here.

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Explore the MSFP Program

Enhance Your Career with Estate Planning Skills

Take your expertise to the next level by stacking your Estate Planning and Taxation Certificate with other certificates to earn your Master of Science in Financial Planning (MSFP). Each certificate earns you nine credit hours toward your MSFP!

Learn More

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Certificate Program at a Glance

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Admissions Requirements

There are no prerequisite courses required to begin the Estate Planning and Taxation Certificate.

To earn the Estate Planning and Taxation Certificate, you must:

Successfully complete three courses and achieve a final score of 80%
Agree to comply with The American College Code of Ethics and Procedures

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What You'll Learn

As tax laws become more complex, estate planning requires specialized education and knowledge. Ensure your clients’ estate planning needs are met using tax efficient strategies.

Your learning outcomes include the following:

Understanding gift, estate and generation-skipping transfer tax law and tax computation processes
Discuss income tax concepts and calculations and income tax research methods
Maximize charitable transfers to facilitate business succession planning objectives
Understand family limited partnerships and limited-liability companies
Apply discounting techniques to the sales and gifts of business interests
And more!

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Course Delivery

Complete the three-course curriculum at your own pace with state-of-the art online learning experience.

Our program features:

Elite faculty of nationally-recognized academics, researchers, and practitioners
Up-to-date curriculum covering current regulations, trends, and realities
Modern e-learning with easy anytime, anywhere access to your courses

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Business Owners Need Your Assistance

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$84T

In wealth currently under transfer between generations.¹

Of an estate’s value can be eroded due to legal fees and probate costs without an estate plan.²

<34%

Of Americans have an estate plan in place, despite a majority believing it is important.³

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Enroll Now If:

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You Want to Manage Intergenerational Wealth

Expand Estate Planning Knowledge

As wealth passes from generation to generation, ensure clients remain by guiding them with uncommon expertise.

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You Want to Increase Your Alpha

Deliver Value by Helping to Preserve More

Increase your value by learning tax-efficient estate planning strategies to help your clients keep more.

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You Want to Build Your Resume

Improve Outcomes for Yourself and Your Clients

Complete this graduate-level certificate program and earn 9 credits towards earning the MSFP at the same time.

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Tuition Overview

Single Courses

Starting at $2,050

Full Program

$5,227.50

Single Courses: $2,050 per course

Individual courses can be purchased for $2,050 each. To complete the full program, students must complete three courses:

MSFP 615 Advanced Estate Mgmt. and Planned Giving — This course is an advanced gift and estate planning course which presents an overview of the basics.
MSFP 554 Income Taxation Planning — Explores the strategies used by financial planners to help clients achieve greater tax efficiency.
MSFP 543 Business Succession Strategies — This course covers advanced topics in business succession planning and includes a comprehensive case study.

Full Program: $5,227.50

Tuition for all three courses in the Estate Planning and Taxation Certificate Program can be purchased at once for $5,535 (a $615 tuition reduction from paying course by course!). If you’re a College designee, enjoy even bigger savings by enrolling in the full program for only $5,227.50 (a $922.50 tuition reduction!). The full program includes the following three courses:

MSFP 615 Advanced Estate Mgmt. and Planned Giving — This course is an advanced gift and estate planning course which presents an overview of the basics.
MSFP 554 Income Taxation Planning — Explores the strategies used by financial planners to help clients achieve greater tax efficiency.
MSFP 543 Business Succession Strategies — This course covers advanced topics in business succession planning and includes a comprehensive case study.

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