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Program checklist · Certificate

Estate Planning and Taxation Certificate

American College of Financial Services · King of Prussia, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Certificate
Credential class
ceterms:Certificate
CIP
52.0804
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
210809
CourseShelf checklist
CK_210809_19cf741b
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Admissions Requirements

6 items
  1. As published: “MSFP 615 Advanced Estate Mgmt. and Planned Giving - This course is an advanced gift and estate planning course which presents an overview of the basics”
  2. As published: “MSFP 554 Income Taxation Planning - Explores the strategies used by financial planners to help clients achieve greater tax efficiency”
  3. As published: “MSFP 543 Business Succession Strategies - This course covers advanced topics in business succession planning and includes a comprehensive case study”
  4. As published: “MSFP 615 Advanced Estate Mgmt. and Planned Giving - This course is an advanced gift and estate planning course which presents an overview of the basics”
  5. As published: “MSFP 554 Income Taxation Planning - Explores the strategies used by financial planners to help clients achieve greater tax efficiency”
  6. As published: “MSFP 543 Business Succession Strategies - This course covers advanced topics in business succession planning and includes a comprehensive case study”
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/certificate-programs/estate-planning-and-taxation-certificate. Captured page pages/0019.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.