Estate Planning

Before beginning, please read the following instructions:

• This course is self-study and passing is 70%.

• Bookmark the current web address or the exam in your favorites menu

• We recommend that you also separately record your answers while taking the exam. ISPs are known for interrupting service and computers lock up causing you to lose your input.

• When finished, click the submit button at the end.

Exam

CFP ONLY or CFP/California Insurance dual credit
California Insurance credit ONLY