CFP Prep Course Module 6 – Estate Planning
The Estate Planning course addresses what occurs once the wealth accumulation process is complete; distributing excess wealth is a primary goal for many financial planning clients. The Estate course presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.
- Online Course and Practice Activities
- OnDemand Class & Instructor Email Access
- Qbank and Core Lecture Video Access
- Estate Planning E-book
- Price: $749 with optional textbook add-on: $40 (plus shipping)
There are 7 courses within the program. You are responsible for contacting your program administer prior to each course. Online assets will be assigned upon enrollment of each course.
- Dates Online Self-Paced
- Duration 90 days
Bridge the Gap
Bridge the Gap, a fun, experiential exercise, will help you build unity within your organization. Within any organization, there are customers and suppliers. People often struggle to see the entire system in their own “job” and the immediate needs of their subgroup. They miss seeing their vital role within the entire organizational team.
The symptoms are obvious: distrust, self-serving behavior, self-filling prophesies and missed or broken commitments. The external results are compromised quality, reduced productivity, reduced capacity and poor customer service.
The Setup: You are traveling through dangerous terrain. Tangling alliances with untrusting princesses, armed librarians, seemingly jovial pirates, stoic professors and other assorted enemies make it difficult to interact freely. You wade through this quagmire of miscommunication, misunderstanding and mistrust, all stemming from cultural differences, in the hope of reaching the bridge to the promised land of collaboration and consensus. However, along the way you must contend with petty jealousies, territorial disputes, intellectual rivalries, and even a few precarious truces established on the matrimonial altar.
Bridge the Gap actively demonstrates how communication and collaboration are the cornerstones to consensus and a dynamic work environment. To reach this optimum atmosphere, teams must demolish outdated grudges and damaging suspicions. Bridge the Gap shatters perceptions and preconceived notions to demonstrate the power of collaborating in an organizational team. You will be surprised as you acquire and sharpen skills in result-focused teamwork, objective and data-driven collaboration, and open and productive communication, all with an eye to achieving the ultimate goal- becoming united as one people.
The gaps have been exposed and the learning journey has begun. It is time to address how the gaps from the exercise relate to the gaps in your organization. Do you have an idea of these shortcomings? We can recommend a specific course, such as focusing on conflict resolution, effective communication or working in a diverse environment, to correct these limitations. Do you need help identifying your specific needs? Bridge the Gap will reveal the areas we can then help you address.
Certified Treasury Professional
This certification covers what leaders should consider when making tough fiscal decisions and how to determine which ideas are best financially to implement. Based on the Certified Treasury Professional (CTP) body of knowledge and written by experts, it is the preferred study resource for the CTP exam.
The Psychology of Personal Finances
This course is designed to develop knowledge and skills so financial and business professionals can work effectively with clients. This is an advanced course surveying topics facilitating the integration of financial psychology into financial planning, financial coaching, business and financial therapy. This course provides students with an in-depth exploration of:
- the psychology of wealth
- techniques to counteract self-limiting and/or self-defeating financial behaviors
- change theory and enhancing motivation
- cognitive-behavioral financial psychology
- solution-focused financial psychology
- financial psychology ethics
- assessment in financial psychology
This is an online course through Creighton University worth 3 credits. It is one of five courses in the Certificate in Financial Psychology & Behavioral Finance.
Time Management for Leaders
Like most of us, you probably face unproductive and unnecessary meetings, a mountain of work on your desk and a never-ending wave of voicemails and emails. Welcome to the daily life of a leader. It’s a balancing act, where managing yourself, your time and how you react to events outside your control are critical to your success. And when things get out of control, it leads to the stress and feeling of panic.
This course shows you how to take control. You’ll gain specific methods to run effective meetings. Acquire the skills to get the best results in the least amount of time. Create the feeling of accomplishment. Plus, learn to juggle priorities with ease and make headway on your top priority projects.
Utilizing Data to Drive Business Performance
With data growing at unprecedented rates, organizations across the globe are seeking to make sense of it all. This session explores the Big Data phenomena and provides attendees with an understanding of the role data plays in today’s leading organizations.
Through dialogue, information sharing, case studies and real-life examples, attendees will gain valuable insight into how data can change the way they operate and drive business performance.
Value Stream Mapping
Value Stream Mapping is a powerful tool that goes beyond process mapping. It is foundational to identifying and measuring the opportunities and gaps in your operations, whether they be production, administrative or service. Leverage the process to gain team involvement and commitment to quickly implement sustainable low-cost/no-cost solutions while leading your team’s learning.
This course uses a variety of classroom and real-world examples and culminates in the real world application of the tool to develop an improvement plan with a rapid return on investment.
Values Based Decision Making
With this Creighton Leadership U seminar, learn how to make ethical decisions using values and intuition. You will learn the importance of the ethical decision-making process and how to base ethical decisions on personal values.
Wellbeing and Leadership
Visionary, Ethics, Integrity, Leadership, Compassion: these words describe leaders rooted in a strong sense of wellbeing. Explore your wellbeing in an integrated and measured method using the five categories described in Wellbeing: The Five Essential Elements by Tom Rath and Jim Harter. You will learn how specific elements affect leadership impact and why the happiness advantage is mission-critical for solid work ethic.
Workplace Strategies and Communication Styles
In all sorts of interactions, there are distinctive styles of communication that one may take, depending on the situation. For example, in conflict situations, there are a variety of methods to dealing with, analyzing, and working through conflict. Communication (written, nonverbal, and verbal) influences the ability to get an interview, a promotion, lunch with a potential mentor, or even fired. Finally, some research has suggested that people tend to have some primary styles that they use across situations (e.g., Norton’s Communication Styles: dominant, dramatic, contentious, animated, impression leaving, relaxed, open, or friendly). The interesting thing about communication is that every person uses communication differently - what works for one person may not work for another. While there are different styles that could be used in diverse contexts, we will also discuss how no single style is the most effective in every situation.