Finance  |  Format: Flash

Personal Financial Planning: Part 2 (Updated)

This program, along with Parts 1, 3, and 4 of this series, is designed to provide participants with an overview of personal financial planning issues including the financial planning process, estate planning, social security, and retirement plans. This course also provides an overview of wills, living trusts, annuities, and insurance, as well as the various forms of business structures.

Learning Objectives

  • Define the amount of the marital deduction for federal estate tax purposes.
  • Differentiate between the various methods of titling assets.
  • Identify the advantages of setting up a will.
  • Identify key aspects of trusts and related beneficiaries.
  • Define the current threshold for gifts deductible for federal estate tax purposes.
  • Recognize the key roles of a custodian.
  • Differentiate between the various forms of business structures.
  • Identify the key aspects of various forms of employee benefits (i.e. K plans, pension, deferred compensation, etc.) along with traditional and Roth IRAs.
    Catalog Number: 99FINCA11-v2
    CPE Credits: 3 Registry / 3 QAS
    Author: Rich White
    Advanced Preparation:
    Basic knowledge of finance principles and practices
    Course Level: Basic
    Field of Study: Finance
    Content Partner: SmartPros Ltd.
    QAS: QAS Certified based on 50 minute hours.
    Course Type: Self-Study
    Minimum Passing Grade: 70%
    Soft/Hardware Reqs.:  Adobe Acrobat® Reader for the .pdf files
     Adobe® Flash® Player 9 or higher
     56k or Greater Internet Connection
     Modern DHTML Compatible Browser
     Ram: 256 MB minimum
     Windows or Mac OS
    Release/Expiration Dates: Jul 13, 2018 / Oct 14, 2020