Estate Planning and Taxation Certificate program cb27 program banner Estate Planning and Taxation Certificate Best For Professionals seeking an understanding of estate tax law and planning. Timing <9 Months Format Your tuition includes all required self-study materials, access to convenient online learning tools, and your examination. 100% Virtual Tuition $2,050 per course Packages starting at $5,535 Apply Now Request Info Request More Information Provide us with your information and we will get back to you with additional details. cb19 icon list Meet Client Expectations Retirees Expect More Advice on wealth transfer, estate planning, tax planning, and more all often fall below clients' expectations. Grow Estate Planning Skills Make sure your business stays relevant by maintaining clients across generations with proper and punctual planning. Specialize in Taxation Tax-efficient strategies are key in estate planning — get specialized knowledge you need here. cb12 repeater Explore the MSFP Program Enhance Your Career with Estate Planning Skills Take your expertise to the next level by stacking your Estate Planning and Taxation Certificate with other certificates to earn your Master of Science in Financial Planning (MSFP). Each certificate earns you nine credit hours toward your MSFP! cb28 program tabs Certificate Program at a Glance Apply Now Admissions Requirements There are no prerequisite courses required to begin the Estate Planning and Taxation Certificate. To earn the Estate Planning and Taxation Certificate, you must: Successfully complete three courses and achieve a final score of 80% Agree to comply with The American College Code of Ethics and Procedures What You'll Learn As tax laws become more complex, estate planning requires specialized education and knowledge. Ensure your clients’ estate planning needs are met using tax efficient strategies. Your learning outcomes include the following: Understanding gift, estate and generation-skipping transfer tax law and tax computation processes Discuss income tax concepts and calculations and income tax research methods Maximize charitable transfers to facilitate business succession planning objectives Understand family limited partnerships and limited-liability companies Apply discounting techniques to the sales and gifts of business interests And more! Course Delivery Complete the three-course curriculum at your own pace with state-of-the art online learning experience. Our program features: Elite faculty of nationally-recognized academics, researchers, and practitioners Up-to-date curriculum covering current regulations, trends, and realities Modern e-learning with easy anytime, anywhere access to your courses Apply Now cb31 stats Business Owners Need Your Assistance Apply Now $84T In wealth currently under transfer between generations. 8% Of an estate’s value can be eroded due to legal fees and probate costs without an estate plan. <34% Of Americans have an estate plan in place, despite a majority believing it is important. Apply Now cb13 3 column content Why Enroll Now? You Want to Manage Intergenerational Wealth Expand Estate Planning Knowledge As wealth passes from generation to generation, ensure clients remain by guiding them with uncommon expertise. You Want to Increase Your Alpha Deliver Value by Helping to Preserve More Increase your value by learning tax-efficient estate planning strategies to help your clients keep more. You Want to Build Your Resume Improve Outcomes for Yourself and Your Clients Complete this graduate-level certificate program and earn 9 credits towards earning the MSFP at the same time. cb30 tab content Tuition Overview Single Courses $2,050 Full Program $5,227.50 Single Courses $2,050 Individual courses can be purchased for $2,050 each. To complete the full program, students must complete three courses: MSFP 615 Advanced Estate Mgmt. and Planned Giving — This course is an advanced gift and estate planning course which presents an overview of the basics. MSFP 554 Income Taxation Planning — Explores the strategies used by financial planners to help clients achieve greater tax efficiency. MSFP 543 Business Succession Strategies — This course covers advanced topics in business succession planning and includes a comprehensive case study. Full Program: $5,227.50 Students may purchase the Estate Planning and Taxation Certificate courses in a three-course package, securing savings under several conditions: College designation holders : $5,227.50 (save $922.50 off individual purchase of three courses!) New students : $5,535 (save $615!) The full program includes the following three courses: MSFP 615 Advanced Estate Mgmt. and Planned Giving — This course is an advanced gift and estate planning course which presents an overview of the basics. MSFP 554 Income Taxation Planning — Explores the strategies used by financial planners to help clients achieve greater tax efficiency. MSFP 543 Business Succession Strategies — This course covers advanced topics in business succession planning and includes a comprehensive case study. ab7 directory Learn from the Leaders in Estate and Tax Planning Jeffrey Hatchman PhD, JD, MSM, MSFS, MBA, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP® Adjunct Professor Read Bio Timothy Belber JD, AEP® Adjunct Professor Read Bio Dr. Veronica Paz CPA, CITP, CFF, CGMA Adjunct Professor Read Bio 01 00 Jeffrey Hatchman PhD, JD, MSM, MSFS, MBA, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP® Adjunct Professor Read Bio Timothy Belber JD, AEP® Adjunct Professor Read Bio Dr. Veronica Paz CPA, CITP, CFF, CGMA Adjunct Professor Read Bio cb26 cta grid - v2 There’s Even More to Explore Take Your Next Step Browse all our certificates programs Explore the MSFP Discover what you could learn with a full graduate degree Expand Your Opportunities Browse our designation and certification programs cb20 footer cta Take the Next Step and Enroll With the Estate Planning and Taxation Certificate, you’ll advance your expertise to become an expert in managing intergenerational wealth transfer. Apply Now Read Tax Planning Thought Leadership Access FAQs cb4 related resources - V1 Related Resources April 16, 2026 What to Expect From AI in the Future Michael Finke, PhD, CFP®, and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, talk about AI and… View Details April 15, 2026 Guiding Clients Through Longevity Risk Longevity risk can derail retirement, but planning ahead ensures clients enjoy a secure, lasting… View Details April 15, 2026 Five Questions With Philip Wu As an advisor, earning trust is about more than technical skill; it’s about expertise, approach,… View Details See All footnotes TheStreet. What Is the Great Wealth Transfer? When Does It Happen? 2023. Policygenius. How Much Does Probate Cost? 2021. CNBC. 2022.