CFP® – Estate Planning
CFP® – Estate Planning
One of the leading Finance certifications, the CFP® designation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNER Professional Certificate Program at Florida Atlantic University is registered with the Certified Financial Planner Board of Standards Inc. (CFP Board). As a CFP Board-Registered Program, our courses satisfy the CFP Board’s education requirement, allowing an individual to sit for the CFP® Certification Examination.
Thursdays
On Campus
Or Live Virtual
May 1- July 3, 2025
7:00pm - 10:00pm
40 Hours
4.0 CEUs
10
$800
COURSE BENEFITS
The Certified Financial Planner Certification Program (CFP®) at Florida Atlantic University is an intensive collection of courses, accredited by the CFP Board, which delivers skill building in those areas critical to financial planning. The benefits of Florida Atlantic University’s Certified Financial Planner Certification (CFP®) Program include:
- One of the longest running, most successful CFP® Certification programs in the Tri-county area
- Convenient evening program; instructor-led classes offered on either Tuesday or Thursday evenings
- All instructors are CFP® certified and are successfully practicing CFP®s
- FREE CFP Exam Review course for students who complete all 7 required courses in the CFP curriculum
CURRICULUM DESCRIPTION
An overview of the accumulation, preservation and transfer of wealth. The course covers various aspects of estate and gift tax planning processes. Topics include: documents used in estate planning, property transfer and gifting strategies, estate and gift taxes, types and taxation of trusts and wills, qualified interest trusts, charitable giving, life insurance and valuation issues, deferral and minimization of estate taxes, intra-family, business and generation-skipping transfers, disposition of estate and fiduciary responsibilities.
IDEAL CANDIDATE
If you are an established finance practitioner, an existing financial planner or preparing for a career in the financial services field, this program will prepare you to earn the highly respected CFP® credential, increase your earning power and advance your career.
To order the textbook, FP516 Estate Planning, please visit Kaplan Professional Student Portal
Florida Atlantic University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP 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 certification marks CFP®; CERTIFIED FINANCIAL PLANNER and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements.
FACULTY
ERIC SMITH
MA, CFP®, CLU®, CRPC®, ATP®
Eric Smith has taught CFP courses at FAU since 1995. He has also taught courses as an adjunct for the University of Miami and The College for Financial Planning.
BENJAMIN LONDON
CFP®, ChFC®, CLU®, CEPA®, AEP®
Benjamin London currently is a Sales Vice for Capitas Financial, INC. in the South Florida market.
EHAB ABDALLA
CFP®
Ehab Abdalla has taught CFP courses as part of the PMD program at Merrill Lynch. He has also taught courses as an adjunct for Johnson & Wales University.
CARL CHRISTIE
CFP®, CFS
Carl Christie has been a practicing financial planner for over 27 years and has held the CFP designation since 2001. Carl has also been the National Board Director of the Financial Planning Association (FPA) since January 2013.
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FAU Executive Education - CFP® – Estate Planning
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