Professional Certificate in Legacy Giving and Estate Planning

Name: Professional Certificate in Legacy Giving and Estate Planning
Availability: InStock

-- ViewingNow

The Professional Certificate in Legacy Giving and Estate Planning is a comprehensive course designed to equip learners with the essential skills for career advancement in this field. The course focuses on the importance of legacy giving and estate planning, which are critical components of financial and wealth management.

5,0

Based on 5 728 reviews

6 752+

Students enrolled

GBP £ 140

GBP £ 202

Save 44% with our special offer

Start Now

À propos de ce cours

With an aging population and an increasing focus on intergenerational wealth transfer, the demand for professionals with expertise in legacy giving and estate planning is on the rise. This course provides learners with a solid understanding of estate planning law, charitable giving, and financial planning strategies. Through a combination of online lectures, interactive case studies, and real-world examples, learners will develop the skills necessary to help clients navigate the complex world of legacy giving and estate planning. Upon completion of the course, learners will be prepared to sit for the Certified Specialist in Planned Giving (CSPG) or Certified Estate Planning Professional (CEPP) exam, further enhancing their career prospects.

100% en ligne

Apprenez de n'importe où

Certificat partageable

Ajoutez à votre profil LinkedIn

2 mois pour terminer

à 2-3 heures par semaine

Commencez à tout moment

Aucune période d'attente

Détails du cours

•
Unit 1: Introduction to Legacy Giving and Estate Planning
•
Unit 2: Understanding Charitable Giving and its Tax Implications
•
Unit 3: Types of Legacy Gifts: An In-depth Analysis
•
Unit 4: Estate Planning Strategies and Techniques
•
Unit 5: Drafting Effective Wills and Trusts
•
Unit 6: Legal and Ethical Considerations in Legacy Giving
•
Unit 7: Building and Maintaining Relationships with Donors
•
Unit 8: Communicating the Impact of Legacy Gifts
•
Unit 9: Emerging Trends and Best Practices in Estate Planning
•
Unit 10: Case Studies and Real-world Examples

Parcours professionnel

The Professional Certificate in Legacy Giving and Estate Planning is a valuable credential for those interested in a rewarding career in the UK's thriving legacy and estate planning sector. Let's look at the job market trends and skill demands represented in a 3D pie chart. 1. Estate Planning Coordinator (25%): As an Estate Planning Coordinator, you'll work closely with solicitors, financial advisors, and clients to manage estate planning processes. The role often requires a strong understanding of estate law, tax planning, and client relationship management. 2. Legacy Giving Officer (30%): A Legacy Giving Officer focuses on managing and developing charitable giving programs, working with donors and their advisers to facilitate legacy gifts. This role demands excellent communication and negotiation skills, as well as a deep understanding of philanthropy and charitable giving regulations. 3. Gift Planning Consultant (20%): Gift Planning Consultants provide strategic estate planning advice to clients, often working for financial institutions or consulting firms. This role requires a strong background in financial planning, tax law, and investment management. 4. Trusts & Estates Specialist (25%): Trusts & Estates Specialists manage trusts, estates, and other financial assets for clients, ensuring their wishes are carried out and tax liabilities are minimized. This role demands expertise in trusts and estates law, accounting, and financial management. The 3D pie chart highlights the varying proportions of these roles in the UK legacy giving and estate planning job market, offering insights into the industry's growth and skill demands.

Exigences d'admission

Compréhension de base de la matière
Maîtrise de la langue anglaise
Accès à l'ordinateur et à Internet
Compétences informatiques de base
Dévouement pour terminer le cours

Aucune qualification formelle préalable requise. Cours conçu pour l'accessibilité.

Statut du cours

Ce cours fournit des connaissances et des compétences pratiques pour le développement professionnel. Il est :

Non accrédité par un organisme reconnu
Non réglementé par une institution autorisée
Complémentaire aux qualifications formelles

Vous recevrez un certificat de réussite en terminant avec succès le cours.

Pourquoi les gens nous choisissent pour leur carrière

Chargement des avis...

Questions fréquemment posées

Qu'est-ce qui rend ce cours unique par rapport aux autres ?

▼

Combien de temps faut-il pour terminer le cours ?

▼

WhatSupportWillIReceive

▼

IsCertificateRecognized

▼

WhatCareerOpportunities

▼

Quand puis-je commencer le cours ?

▼

Quel est le format du cours et l'approche d'apprentissage ?

▼

Frais de cours

LE PLUS POPULAIRE

Voie rapide : GBP £140

Compléter en 1 mois

Parcours d'Apprentissage Accéléré

3-4 heures par semaine
Livraison anticipée du certificat
Inscription ouverte - commencez quand vous voulez

Start Now

Mode standard : GBP £90

Compléter en 2 mois

Rythme d'Apprentissage Flexible

2-3 heures par semaine
Livraison régulière du certificat
Inscription ouverte - commencez quand vous voulez

Start Now

Ce qui est inclus dans les deux plans :

Accès complet au cours
Certificat numérique
Supports de cours

Prix Tout Compris • Aucuns frais cachés ou coûts supplémentaires

Obtenir des informations sur le cours

Payer en tant qu'entreprise

Demandez une facture pour que votre entreprise paie ce cours.

Payer par Facture

Obtenir un certificat de carrière

PROFESSIONAL CERTIFICATE IN LEGACY GIVING AND ESTATE PLANNING

est décerné à

Nom de l'Apprenant

qui a terminé un programme à

London School of International Business (LSIB)

Décerné le

05 May 2025

ID Blockchain : s-1-a-2-m-3-p-4-l-5-e

Ajoutez cette certification à votre profil LinkedIn, CV ou curriculum vitae. Partagez-la sur les réseaux sociaux et dans votre évaluation de performance.