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Profiles Professional Training & Support

Elective module:
Estate Planning

This module will enable you to

Review and implement estate planning to help clients preserve and distribute their wealth

• Define estate assumptions
• Enter gifting strategies
• Model wills and revocable living trusts
• Model credit shelter trusts
• Model irrevocable life insurance trusts

Self Study Options	Cost	Time
View Video Clip	FREE	25 minutes
Download Self-study Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session	$50 USD	90 minutes
Register for Classroom training	Contact us	1-2 days

 

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Incomes & Expenses : : Assets & Liabilities : : Retirement Accumulation Analysis : : Manage and Allocate Assets -------------------------------- Elective Modules : : Protection Planning : : Education and Accumulation Goal analysis : : Estate Planning : : Retirement Distribution

Please note that self-study training materials are not updated with each new version release when the latest enhancements don't affect the material covered. All of the self-study training materials you see here provide accurate instruction for the current version of the software. For example, the Profiles Professional v8.0 training materials you see here are still relevant for v9.0.