A Comprehensive Overview of Estate Planning is a comprehensive, modular, self study CPD Workbook for financial advisors.
The purpose of this workbook is to:
In addition to the content (refer to the table of contents for additional detail), the Workbook also has lots of questions and answers on each chapter.
When the Workbook is completed, the advisor has the option of writing a non-qualifying exam on the content. This exam is marked remotely. Exam certificates are issued to those who successfully complete the passing requirements.
This Workbook represents 25 CPD self study hours. In addition, studying for and writing the optional exam will qualify for approximately another 15 CPD study hours.