Personal Financial Planning Estate Planning Certificate Program and Exam (18 hours) – Certificate Program


This is a Self-Study / On-Demand event. In the event title, "Webcast" indicates the event has a self-paced webcast to view with the materials to complete the self-study. "Download" indicates the user downloads only the materials to complete the self-study.


Member Fee: $545.00
Nonmember Fee: $685.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning. Part of the Personal Financial Planning Certificate Program, the Estate Planning Certificate includes eight courses covering steps in the estate planning life cycle, including gifting strategies, charitable planning, and integrating your clients' estate plans with their tax and financial plans. And, if you are seeking a thorough understanding of estate planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!

Note: This is an on-demand/self-study course offered by a 3rd party vendor and will not be accessible in the CPE Tracker section of the OSCPA website. Course access information will be emailed directly to you by AICPA. The course expires one year from the purchase date.

Designed For

CPAs and financial planners with basic knowledge of personal financial planning and an interest in estate planning

Major Subjects

  • The Estate Planning Process
  • Trusts and Estate Planning Documents
  • Basic Estate and Gifiting Strategies
  • Advanced Estate Planning Strategies
  • Closely Held Business Estate Planning
  • Incapacity and Postmortem Estate Planning
  • Integrating Estate Planning with the Tax and Financial Plan
  • Charitable Planning