Northeastern University College of Professional Studies
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Professional Development

CFP® 5 Estate Planning
Course Code: FI 5705


This course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of the gross estate, wills, intestacy, probate, trusts, and more.

 Dates / Locations

There are no current sections scheduled for this course number.
Please note that courses have been assigned new numbers beginning with the fall term.
Please check the new course number for course availability.

Fees
Please call for details.

Instructor
TBD
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