Estate Planning Course

What will I learn?

Get a proper understanding of how to plan your affairs after you're gone with our detailed course made for finance experts. Look closely at important things like setting up money for school fees, setting up trusts, and knowing about guardianship. Learn how to write a will, understand different types of trusts, and how power of attorney works. Improve your skills in explaining estate plans, understand the laws about estate tax, and learn how to value assets properly. Avoid making common mistakes that can cause legal problems and find out how to reduce estate taxes effectively. Improve your knowledge and make sure your clients' financial future is secure.

Develop your skills

Enhance your practical skills listed below

Get a good understanding of estate planning things: wills, trusts, and directives.

Know how the estate tax laws work: what's happening in Zambia and generally.

Improve how you value assets: businesses, land and houses, and retirement savings.

Write clear legal papers: avoid common mistakes.

Make the most of tax strategies: giving gifts and donating to charity.

Suggested summary

Workload: between 4 and 360 hours

Before starting, you can change the chapters and workload.

  • Choose which chapter to start with
  • Add or remove chapters
  • Increase or decrease the course workload

Examples of chapters you can add

You will be able to generate more chapters similar to the examples below

This is a free course aimed at personal and professional development. It is not equivalent to a technical, undergraduate, or postgraduate course, but provides practical and relevant knowledge for your professional journey.