Estate Planning and Taxation Certificate Program

The Estate Planning and Taxation Certificate Program provides financial professionals with a strong understanding of the key facets of estate tax law and planning. The curriculum consists of three courses focusing on topics such as advanced gift and estate planning, strategies to help clients achieve greater tax efficiency, and business succession planning. The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied in-depth subject matter, passed rigorous exams, and proven they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the clients they serve.