Finance & Insurance

Unit 7 - Advanced Curriculum (Textbook & Learning Activities)

Course by: Business Career College

SKU: CFP-4101-7

Description

Unit 7 covers the Advanced Curriculum requirements on the Path to CFP® Certification. This course digs deeper into more complex concepts including corporate taxation and structures, planning for business owners, risk management and insurance, family law, and estate planning. Prerequisite: BCC Core Curriculum

Course Outline

  • Intro to Business Structures
  • Corporate Taxation
  • Financial Planning for Business Owners
  • Advanced Tax Concepts
  • IPP and RCA
  • Living Benefits Insurance and Accessing Cash Values
  • Domestic Contracts
  • Estate Freezes
  • Trusts
  • Buy Sell Agreements
Course Details
Language:
English
Certification:
Yes
Mobile Friendly:
Yes
Digital Badge:
Yes