American College HS330 : Fundamentals of Estate Planning Exam

Number of questions: 401
Last Update: Jul 9, 15
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American College HS330 Exam Description and Topics

The American College HS330: Fundamentals of Estate Planning examination is one of five required courses in the Chartered Advisor for Senior Living (CASL) program, available through the American College. Through practical self-study courses, participants will prepare to assist the millions of Americans, who are moving toward or beginning the retirement process, with the transfer, preservation, and management of their wealth.

The tuition of this course is a one-time fee of $620. It can be taken one of three ways: self-study, which includes supplemental readings, online discussion with professors and other students, practice exams and sample questions; online class webinar, which includes a live, interactive, online instructor-led course that can be taken anywhere; and monthly pay, which is designed for independent and self-study professionals. The American College HS330 exam can only be taken in the English language.

Participants must be able to describe the estate and gift tax system; strategies of estate planning, as well as the valuation, transfer, and taxation of property, will be discussed. Participants should be able to develop and explain the fact-finding and ethical standards of personal estate plans. The ability to transfer property using wills, trusts, and powers of appointment will be discussed, as will such things as buy-sell agreements and marital deduction.