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Personal Financial Planning Estate Planning Certificate Program and Exam Bundle

The Personal Financial Planning Estate Planning Certificate Program and Exam Bundle (18.0 CPE Credits) is an informative and engaging learning experience that will enhance your knowledge of estate planning.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this program includes eight courses covering steps in the estate planning life cycle, including gifting strategies, charitable planning, and integrating your clients' estate plans with their tax and financial plans.

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The Personal Financial Planning Estate Planning Certificate Program and Exam Bundle (18.0 CPE Credits) is an informative and engaging learning experience that will enhance your knowledge of estate planning.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this program includes eight courses covering steps in the estate planning life cycle, including gifting strategies, charitable planning, and integrating your clients' estate plans with their tax and financial plans.

If you are seeking a thorough understanding of estate planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!
This series of courses includes the following:

  • The Estate Planning Process
  • Trusts and Estate Planning Documents
  • Basic Estate and Gifting Strategies
  • Advanced Estate Planning Strategies
  • Closely Held Business Estate Planning
  • Incapacity and Postmortem Estate Planning
  • Integrating Estate Planning With the Tax and Financial Plan
  • Charitable Planning

To learn more about this program, please visit the Personal Financial Planning Certificate Program site.

Credit Info

  • CPE CREDITS: Online + Exam: 18.0 (CPE credit info)
  • NASBA FIELD OF STUDY: Specialized Knowledge
  • LEVEL: Intermediate
  • PREREQUISITES:  None
  • ADVANCE PREPARATION: None
  • DELIVERY METHOD: QAS Self-Study
  • COURSE ACRONYM: PFP-ESTB, PFP-ESTC, PFP-ESTE

This product is published by AICPA and sold through an exclusive partnership with Wiley.

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by AICPA technicians.

A stable and continuous internet connection is required. In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your account after successfully completing the course and/or exam.

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

  • Adobe Flash
  • Adobe Acrobat Reader

Technical Support: Please contact service@aicpa.org.

Personal Financial Planning Estate Planning Certificate Program and Exam Bundle

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