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PFS credential preparation

Fundamentals of Estate Planning, 15th Edition Logo aicpa

  Jamie P. Hopkins |   Free |   American College |   Jul 2016 |   AICPA Store

Estate planning is a part of the overall area of personal financial planning. An understanding of estate planning will help you address these issues with your clients and provide additional services for your clients. This publication will provide a complete overview of the main topics of estate planning.

Some of the areas addressed in this publication include:

  • Various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property
  • The estate and gift tax system, including strategies of estate planning
  • Gratuitous transfers of property outright or with trusts, wills and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements
  • The client interview, fact finding, ethical standards and development of personal estate plans

This publication is one of a series of personal financial planning learning opportunities available from the AICPA. This series is designed to provide a solid educational foundation in personal financial planning. The other products in the series are:

  • Financial Planning: Process and Environment
  • Fundamentals of Income Taxation
  • Fundamentals of Insurance Planning
  • Fundamentals of Investments for Financial Planning, 8th Edition
  • Planning for Retirement Needs

In addition to this series, there are a number of Personal Financial Specialist (PFS) credential exam preparation options available to help you pass the exam and obtain your CPA/PFS credential.


PFS Holders/PFP Section Members Save an Additional 20%!
When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any difficulties, please contact the AICPA Service Center at 888-777-7077 or

Find out more information on the Personal Financial Planning Member Section and the PFS credential.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Estate planning: Trusts, Intermediate
  • Personal financial planning: Technical: Estate planning: Generation skipping transfer tax, Intermediate
  • Personal financial planning: Technical: Estate planning: Incapacity & postmortem estate planning, Intermediate
  • Personal financial planning: Technical: Estate planning: Portability, Intermediate
  • Personal financial planning: PFS credential preparation