{"product_id":"mastering-the-art-of-advanced-estate-planning-strategies-for-the-modern-financial-advisor","title":"Mastering the Art of Advanced Estate Planning: Strategies for the Modern Financial Advisor","description":"\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003cp\u003eThis course is eligible for 1.0 credit.\u003c\/p\u003e\n\u003cp\u003eTo 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. \u003c\/p\u003e\n\u003cp\u003ePlease note the following before you begin:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eYou 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.\u003c\/li\u003e\n\u003cli\u003eUpon passing, you will receive an email with your attached certificate. Keep this email for your records.\u003c\/li\u003e\n\u003cli\u003eAfter you have passed the quiz, WealthCounsel will report your credits to the CFP Board within 14 days, if applicable.\u003c\/li\u003e\n\u003cli\u003eThis on-demand program is not eligible for certified professional education (CPE) credit.\u003c\/li\u003e\n\u003cli\u003eIf 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.\u003c\/li\u003e\n\u003cli\u003eYou will receive a link to a brief course evaluation after completing the quiz. \u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eClick \u003ca href=\"https:\/\/survey.alchemer.com\/s3\/8701590\/Quiz-Mastering-the-Art-of-Advanced-Estate-Planning-Strategies-for-the-Modern-Financial-Advisor\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e to start the quiz. \u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":43166637228103,"sku":null,"price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/3680050924106695263_87fb4828-b004-4f2d-9522-35f7e75eaf8e.png?v=1788542940","url":"https:\/\/wcstore.wealthcounsel.com\/products\/mastering-the-art-of-advanced-estate-planning-strategies-for-the-modern-financial-advisor","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}