Personal Financial Planning Estate Planning Certificate Program and Exam Bundle

Available Anytime
Location: Online
Technical Business
Registration is Open
FICPA Members
$529.00 Regular Price
$669.00 Regular Price
Product Code: AI20-PFPEP-CERT
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Specialized Knowledge


The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning. Part of the Personal Financial Planning Certificate Program, the Estate Planning Certificate 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. And, 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!

Major Topics:

The Estate Planning Process Trusts and Estate Planning Documents Basic Estate and Gifiting 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

Designed For:

CPAs and financial planners with basic knowledge of personal financial planning and an interest in estate planning

Additional Info:

AICPA On-Demand Login Instructions

You will receive an email from with a personalized link to your online learning portal. This email is sent soon after registration if you do not see it, please check your Spam folder and add to your list of trusted domains.

AICPA Support:
9am-6pm ET Monday-Friday

Phone: 888.777.7077

CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: