Summary:

Touted as the only designation for financial professionals with clients interested in estate planning issues, such as preservation, accumulation and distribution, this program requires a professional to undertake 60 hours worth of coursework and complete a series of examinations (two exams, two open-book case studies). The program generally takes several months to complete.

Issuing Organization:

Institute of Business & Finance

Website:

www.icfs.com/

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