Course/Product Description Title: Certified Estate Planner™ (BCE™) Description: Investors who are concerned with the eventual disposition of their holdings are typically well heeled. These savvy investors realize that their choices are limited—either seek expensive legal advice or contact a BCE™ designee. Practitioners who complete our Board Certified in Estate Planning™ program will gain the best of both worlds: estate planning ideas plus asset repositioning implementation. The BCE™ program lays a solid foundation and explains core concepts before tackling sophisticated estate planning techniques. Estate planning courses include materials that have been written with an eye toward real-world situations. The content is both practical and simple to follow, unlike similar business and law school courses. The building blocks of an effective estate plan are a will and one or more trusts. Our estate planning education materials are written so the client can also understand them, enhancing your services as finance professional. Older individuals and couples hold most of the wealth in this country. As you work towards earning the BCE™ designation, you will learn ways to unlock this wealth by providing invaluable advisory services. Such information can also be applied to the practitioner's own portfolio. A specific product group has often presented estate planning from a biased perspective. As a BCE™, you and your clients will see the other available opportunities. The Board Certified in Estate Planning™ (BCE™) designation is the first of its kind. The BCE™ program is fully accredited and acknowledged in the financial services community as the way for a practitioner to gain expertise quickly. Program Format The BCE™ course, exams, and case study highlight what the practitioner faces daily. Whether you are an accountant, advisor, banker, broker, money manager, or planner, you will reap immediate rewards in return for your commitment of time and study. Because the teaching materials are designed to also be used in your daily practice, each program is updated throughout the year. Textbooks will be mailed to you, and all exams are taken online. The course consists of passing 3 online exams and a written case study. On average it takes students 3 months to complete the course, however, you will have access to the course for 12 months. Core Structure The BCE™ program consists of six modules Each module takes 23 hours or less to complete Materials include all study and exam preparation There are three non-cumulative exams and one case study Examination Each exam is based on two modules Each exam consists of 50 multiple-choice questions More than one exam can be taken at a time Case Study A written case study is required The case study is based on a one-page fact pattern provided by IBF The case study answer must be two to five pages Curriculum Module I - Ownership, Beneficiaries, Children, Wills, Probate and Living Trusts Module II – POD Designations, Life Insurance, Retirement Benefits, plus Estate and Gift Taxes Module III – Ongoing, Tax Saving, Generation Skipping, Charitable, and Combination Trusts Module IV – Control Trusts, Incapacity, plus Body and Organ Donations Module V – Estate Settlement, the First Month After Death, and Deciphering the Will Module VI – Managing Assets and Paying Bills, Taxes, and Trust Termination Course Materials Tuition includes all materials, exam preparation, online practice exams, standard shipping, all applicable taxes and the final exams. Textbooks will be shipped to you within 5-7 business days of your paid registration. Continuing Education This program is approved for continuing education (CE) credit to meet a candidate's professional development requirements. Approvals are subject to change, and the student is responsible for confirming the credits approved for a given state or organization. Qualifying to Obtain the Board Certified in Estate Planning™ (BCE™) designation To view the requirements for the BCE™, please click here. Licenses / Designations / Educational Credits: CFP: 37 NAPFA: 60 PACE: 30 L/H Insurance - varies per state About The Provider: This course is developed and fulfilled by The Institute of Business & Finance (IBF). After more than 20 years of experience helping more than 15,000 finance professionals earn designations, IBF has developed effective course materials to help you apply core concepts of estate planning to real-life situations. When you earn an IBF designation, you will gain both theoretical and practical knowledge that can be conveyed to your clients, boosting your credibility and professionalism. As a student, you will have the flexibility to study whenever you like. The expert faculty and staff at IBF are ready to help you earn your certification today. Returns Policy You have a right to withdraw from a course and obtain a refund of your fees paid within 12 months of enrollment. All returns will be subject to a $200 non-refundable processing fee and $35 shipping/handling fee. If no exams have been taken within the course at the time of cancellation, no other fees will apply. If one exam has been completed, a 50% penalty will apply. No refunds will be allowed once 2 or more exams have been completed. Price: $1,165.00 Applicable Discounts: Required Volume    Discount Discounted Price Qty: 5 - Qty: 9 $50.00 $1,115.00 per unit Qty: 10 $100.00 $1,065.00 per unit More Info: Contact Us For More Information To order this product by check/invoice or credit card, enter desired quantity here >>> Qty:

Keywords For This Course:
Estate Planning, Estate Planning Training, BCE