Basics of Estate Planning

Basics of Estate Planning is designed for financial services professionals who need an introduction to estate planning.This is a short, focused course that explains what estate planning is and why it is needed, as well as what steps must be taken to initiate, implement and complete the process. If you are taking this course for CE, the CE exam will automatically be added to your basket when selecting CE credit.Certain states require that a proctor or monitor supervise the exam taking process.