Professional Certificate in Secure Estate Planning

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The Professional Certificate in Secure Estate Planning is a comprehensive course designed to equip learners with the essential skills needed to advance in the estate planning industry. This program focuses on secure estate planning strategies, providing a strong understanding of the latest tools and techniques to protect and manage clients' assets.

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AboutThisCourse

With the increasing demand for skilled estate planners, this course offers learners an excellent opportunity to enhance their career prospects. The curriculum covers critical areas, including trusts, wills, probate, tax planning, and asset protection, empowering learners to navigate complex estate planning scenarios with confidence. By completing this course, learners will be better positioned to provide expert guidance, ensuring their clients' financial security and peace of mind.

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CourseDetails

• Introduction to Secure Estate Planning: Understanding the basics of estate planning, wills, trusts, and probate.
• Asset Protection Strategies: Techniques to safeguard assets from potential creditors, lawsuits, and divorce.
• Advanced Estate Planning: Exploring complex estate planning tools, such as GRATs, QPRTs, and sales to defective grantor trusts.
• Tax Planning for Estate Planning: Minimizing estate, gift, and generation-skipping transfer taxes through strategic planning.
• Estate Planning for Business Owners: Succession planning, buy-sell agreements, and other considerations for business owners.
• Special Needs Trusts: Creating and managing trusts for disabled beneficiaries while preserving government benefits.
• Ethical Considerations in Estate Planning: Understanding the ethical issues that arise in estate planning, such as conflicts of interest and confidentiality.
• Retirement Benefits in Estate Planning: Strategies for maximizing and protecting retirement benefits in estate plans.
• International Estate Planning: Navigating the challenges of estate planning for clients with assets or beneficiaries in multiple countries.

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EntryRequirements

  • BasicUnderstandingSubject
  • ProficiencyEnglish
  • ComputerInternetAccess
  • BasicComputerSkills
  • DedicationCompleteCourse

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  • NotAccreditedRecognized
  • NotRegulatedAuthorized
  • ComplementaryFormalQualifications

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CourseFee

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FastTrack GBP £140
CompleteInOneMonth
AcceleratedLearningPath
  • ThreeFourHoursPerWeek
  • EarlyCertificateDelivery
  • OpenEnrollmentStartAnytime
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StandardMode GBP £90
CompleteInTwoMonths
FlexibleLearningPace
  • TwoThreeHoursPerWeek
  • RegularCertificateDelivery
  • OpenEnrollmentStartAnytime
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  • FullCourseAccess
  • DigitalCertificate
  • CourseMaterials
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PROFESSIONAL CERTIFICATE IN SECURE ESTATE PLANNING
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London School of International Business (LSIB)
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05 May 2025
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