Institute for Financial Studies
CERTIFIED FINANCIAL PLANNER™ Certification
Education Program
Estate
Planning
FP VI - MED0105
Instructor
Matthew B. Bishop, JD, CPA/PFS, CLU, ChFC, CFP®, will teach
this course. He is also a CPA practicing in the areas of qualified
plans, estate and gift tax, and personal financial planning. He
is a past president of the Jacksonville Society of the Institute
of Certified Financial Planners, and a member of the Society for
Financial Services Professionals, the American Institute of CPA's,
and the Florida Institute of CPA's. Previously, he has been employed
in "Big Six" public accounting and an agent/registered
representative for a major life insurance company. He may be reached
at the following number:
Office: 904.363.3600
E-mail: mbishop@bishopcpa.com
This course introduces students to the application
of estate planning in personal financial
planning. The course construct is based on the learning objectives
specified by Certified Financial Planner Board of Standards, Inc.
This course is designed to provide students with an understanding
of the concepts of the fundamentals of estate planning, estate
planning considerations and constraints, tools and techniques
for general estate planning, and the tools and techniques for
general estate planning, and the tools and techniques for special
estate planning situations. This course is intended to be part
of a preparatory program for the CFP® Certification Examination
and is designed to meet the educational requirements for certification
estate planning.
Letter grades will be based upon the following
scale:
| 90 to 100 |
|
A |
| 80 to 89 |
|
B |
| 70 to 79 |
|
C |
| Below 70 |
|
F |
Students are expected to have read all assigned
materials prior to class in order to participate in classroom
discussions. To receive credit for this course, you must attend
at least 80 percent of the classes. Attendance
at the final exam is mandatory. The instructor is to be
notified before the exam begins if an extreme emergency arises
and you are unable to attend on the exam date. A make-up exam
will be scheduled at the convenience of the Instructor.
Click here for details on ordering required textbooks. If you have questions, please contact Melissa Chandler 904.381.3772, machandl@fccj.edu for further assistance.
Note: A Financial Calculator, HP-12C is also required for this course.
| Session 1: |
Introduction:
The Purpose and Practice of Estate Planning |
|
|
Leimberg: Chapters 1-6 |
| |
Keir: Assignment 1. Estate
Planning Process and Goals |
| |
Keir: Assignment 2. Methods
of Estate Transfer |
| |
|
| Session 2: |
Ownership and Transfer of Property |
| |
Leimberg: Chapters 7-14 |
| |
Leimberg: Chapters 22-23 |
| |
Leimberg: Chapters 55-57 |
| |
Keir: Assignment 7. Estate
Shrinkage and Postmortem and Liquidity Planning |
| |
Keir: Assignment 8. Special
Situations |
| |
|
| Session 3: |
Taxation of Gratuitous Transfers |
| |
Leimberg: Chapters 15-21 |
| |
Keir: Assignment 3. The Federal
Estate Tax |
| |
Keir: Assignment 4. The Federal
Gift Tax |
| |
Keir: Assignment 5. Generation
Skipping Transfer Tax |
| |
|
| Session 4: |
Trusts |
| |
Leimberg: Chapters 24-29 |
| |
|
| Session 5: |
Life Insurance |
| |
Leimberg: Chapters 30-31 |
| |
|
| Session 6: |
Charitable Planning |
| |
Leimberg: Chapters 32-34 |
| |
|
| Session 7: |
Intrafamily Techniques for Business Interests |
| |
Leimberg: Chapters 35-47 |
| |
|
| Session 8: |
Planning for Employee Benefits, Including Retirement Accounts |
| |
Leimberg: Chapters 48-54 |
| |
|
| Session 9: |
Valuation (and Review) |
| |
Leimberg: Chapters 58-59 |
| |
Keir: Assignment 6. Planning for Gifts, Trusts, By-Sell Agreements and Life Insurance |
| |
|
| Session 10: |
Examination |
| |
Examination, Estate Planning |
| |
|
Florida Community College at Jacksonville does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. |
