Executive Development Programme in Strategic Estate Planning Coaching
-- ViewingNowThe Executive Development Programme in Strategic Estate Planning Coaching certificate course is a comprehensive program designed to meet the growing industry demand for estate planning professionals. This course emphasizes the importance of strategic planning in estate management, empowering learners with the skills to provide expert coaching to clients on preserving and managing their legacies.
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⢠Strategic Estate Planning Foundation
⢠Understanding Clientâs Objectives and Goals
⢠Legal and Regulatory Framework of Estate Planning
⢠Analyzing and Managing Estate Planning Risks
⢠Tax Planning and Implications in Estate Planning
⢠Wealth Preservation and Asset Protection Techniques
⢠Designing and Implementing Estate Planning Strategies
⢠Succession Planning and Business Continuity
⢠Communication and Relationship Management in Estate Planning
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