Programs & Courses

Succession and Estate Planning Specialist

Master Financial Advisor

The financial crisis has caused a crisis of another kind for financial advisors: a loss of trust and credibility by millions of clients who are now looking for more qualified people to manage their succession and estate planning decisions. Differentiate yourself as the designated succession and estate planning specialist in your community and become a valuable resource to your clients as they develop succession plans for their businesses.

Select 6 courses below to register:

Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.


Optional Courses:

Courses above may be substituted by one or more courses listed below. 6 completed courses are required to earn a designation.