Unit 7 - Advanced Curriculum (Textbook & Learning Activities)
Unit 7 covers the Advanced Curriculum requirements on the Path to CFP® Certification. This course digs deeper into more complex concepts including corporate taxation and structures, planning for business owners, risk management and insurance, family law, and estate planning.
Prerequisite: BCC Core Curriculum, Units 1-6.
Additional Course Information
Unit 7 covers the Advanced Curriculum requirements on the Path to CFP® Certification. This course digs deeper into more complex concepts including corporate taxation and structures, planning for business owners, risk management and insurance, family law, and estate planning. Prerequisite: BCC Core Curriculum
Syllabus
- Intro to Business Structures
- Corporate Taxation
- Financial Planning for Business Owners
- Advanced Tax Concepts
- IPP and RCA
- Living Benefits Insurance and Accessing Cash Values
- Domestic Contracts
- Estate Freezes
- Trusts
- Buy Sell Agreements
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