Tax & Estate Planning Projects & Portfolio is a hands-on course focused on building planning artifacts that demonstrate your wealth management skills. This 5-chapter program guides you through creating a portfolio of planning work.
Chapter 1 (Introduction & Prerequisites) is FREE and helps you plan your planning portfolio strategy. Learn what makes compelling tax and estate artifacts and how to showcase your wealth preservation capabilities effectively.
In Chapter 2 (Core Concept A), you will build foundation planning artifacts including basic tax optimization plans, simple will structures, and initial estate planning frameworks. Focus on demonstrating core planning competencies.
Chapter 3 (Core Concept B) advances to more complex planning documentation including comprehensive estate plans, detailed tax minimization strategies, and advanced trust structures. Build artifacts that demonstrate your growing planning capabilities.
Chapter 4 (Worked Examples & Practice) is the core portfolio-building phase. Create 3-4 substantial planning artifacts that showcase your skills in different wealth domains and estate planning contexts.
Finally, Chapter 5 (Advanced Tips & Next Steps) focuses on presenting your planning portfolio effectively. Learn how to articulate your wealth preservation approach, prepare for financial planning roles, and leverage your portfolio in professional advancement.