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Estate Planning

Acquire Expert Knowledge in Estate Planning Management

As America ages demographically, qualified estate planning management professionals are in greater demand than ever before. If you are a licensed Financial Advisor, you can better serve your aging clients and advance your career and paycheck by becoming certified in estate and inheritance planning!

Learn how to give your clients peace of mind and help them feel confident about their decision to retire by planning ahead and putting together a solid retirement estate planning management plan that protect their wealth for generations to come.

See How Easy Estate and Inheritance Planning Can Be

Take the latest estate planning courses to educate yourself on potential investment opportunities and some of the latest laws and statutes in the market. Each year, the financial markets change and our knowledgeable seminars and online courses will keep you up-to-date on the latest laws as well as give you ideas to help you customize your individual retirement options.

These course will teach you about different estate and inheritance planning tips that you can enact now to see rewarding results in the future.

Retirement estate planning management encompasses the dual task of allowing your clients to enjoy their assets during retirement while planning for a tax-efficient distribution to their heirs after their passing - something that requires extensive planning and education. Our online courses, seminars, CDs, books, and other learning materials will enable you to expand your knowledge of investment vehicles and help your clients plan for the retirement and inheritance distribution they've always dreamed of.

Find Basic & Advanced Estate Planning Courses

Your clients want to live comfortably after retirement and have peace of mind that thier wealth will be passed on to their children when they have transpired this world. In order for you to guide them in realizing this dream, you need to not only educate yourself in estate planning best practices, but you need to stay current on the latest investment vehicles and laws that will shape your decisions.

The Bank Training Center maintains an extensive library of up-to-date estate planning courses that will help you capitalize on the changing market and expand your knowledge of retirement strategies and tax efficient distribution methods. We offer courses that range from beginner to advanced so you can find the training programs that fit your educational needs and your career development schedule.

  • To find Basic Estate Planning courses, select "Estate Planning" from the "Professional Development" section of the search box below

  • To find Estate Planning Certification courses, either choose from the recommended programs below, or view the list of "Licenses/Designations" section of the search box below
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