Mastering the Art of Advanced Estate Planning: Strategies for the Modern Financial Advisor

This comprehensive session equips financial advisors with cutting-edge techniques to navigate complex wealth transfer strategies for high-net-worth clients. Attendees will gain in-depth knowledge of sophisticated estate planning vehicles (SLATs, BDITs, dynasty trusts, CRTs, and IDGTs), enabling them to confidently recommend and implement advanced strategies to optimize their clients' estate plans while minimizing tax liabilities.

This course is eligible for 1.0 credit.

To receive certified financial planner (CFP) or continuing education  (CE) credit, you must complete a short multiple-choice quiz. You can expect 15-30 minutes to complete the quiz and must earn a passing score of at least 70 percent. 

Please note the following before you begin:

• You will need to provide the attendance verification code given during the on-demand course and your CFP identification number, if applicable, so have them both ready before starting the quiz.
• Upon passing, you will receive an email with your attached certificate. Keep this email for your records.
• After you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.
• This on-demand program is not eligible for certified professional education (CPE) credit.
• If you need to self-apply or submit information to an organization for other types of CE, you will find the agenda, bios, and other course materials under the Materials tab.
• You will receive a link to a brief course evaluation after completing the quiz. 

Click here to start the quiz.