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The tagged Estate Planner ® (AEP ®) The designation is a specialization of the graduate level in the estate planning, which was determined in addition to already recognized professional credentials in the various real estate planning disciplines. It is awarded by the National Association of Property Planner & Councils (NaEPC) in real estate planning staff, meet the strict requirements for experience, knowledge, professional qualification and character. NaEPC has referred to the American College of Financial Services as the primary provider of educational courses required to earn the AEP ® label. Please visit the NaEPC website in homeworkcourseworkhelps.com / AEP to get details and promotional records prior to registration in the coursework.
Professional Estate planners who commit to a team-oriented approach to real estate planning to obtain accreditation that recognizes their experience and specialization of echo planning should AEP ® consider.
The accredited Estate Planner ® Data is available to the lawyers, Chartered Life Underwriters®, certified public accountant, certified trust and financial advisors, chartered financial adviser ®, and certified financial planner ™, which are actively involved in animation planning and strict qualifications Fulfill at the time of application and ongoing requirements for further education and recertification.
Applicants for the AEP ® ends granted by the National Association of Properties & Councils must have two graduate courses about the American College of Financial Services as follows:
Advanced Real Estate Planning (GS 815)
GS 815 is an advanced gift and ESTest planning course that provides an overview of basic gift, estate and generation . Skipping transfer tax law and tax calculation processes. GS 815 also discusses the property and taxation of ownership of sights during life and death as well as death in addition to marriage, charitable, non-profit statement and life insurance. Family business planning and buy-sell contracts are also addressed in the course.
election courses (select)
Financial statements and business value analysis (GS 803)
The first part of this course teaches students the "language of the business" accounting. It deals with the understanding and analyzing financial statements to evaluate the financial stability and performance of a company. The second part of this course offers students the knowledge of the foundations of equity valuation.
Business Succession Planning (GS 838)
covers advanced topics in business successor planning. Provides an overview of gift and trust taxation to illustrate how non-profit transfers facilitate business goals business goals. Presents detailed reporting on family-limited partnerships and limited liability company. Includes sales and gifts of business interests with discounting techniques. The course discusses the use of benefit and pension plan strategies to facilitate succession planning. The course includes a comprehensive case study.
Impact on the impact on the context of family assets (GS 839)
The focus of this course is in families in families and wealthy families in the community with others. By the end of this course, the fundraiser and the consultant should have the knowledge required to trigger customer or donor destinations for self, family and society, and to convene a team to achieve these goals, later, later in death or about the Death, through a financial area plan, business equipment plan, real estate plan or gift plan.
Non-profit strategies (GS 849)
The focus This course is on charitable tax strategies, tools and techniques. At the end of this course, students have the knowledge required to open a customized or donor-specific conversation about the functions and benefits of suitable non-profit tools.The student will then be able to take a planning team or easier cases near the gift.
Executive compensation (GS 842)
covers executive compensation plans, emphasize owners' employees of the closely stopped companies. Concentrated on the design of cash and bonus compensation, stock options and other forms of compensation with restricted Property; Life insurance, including split dollar plans and other deaths; non-qualified latent compensation; Health and invalidity plans; and different fringe advantages. Covered plan installation, financing and administration as well as ERISA, tax, including sections 280g and 409a and other legal and accounting writings. The course culminates with the analysis of a comprehensive case study.