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Courses
Pathshala
The Bird Business Clarity (TBC) Program
The Bird Business Transformation (TBT)
The Bird SAASS Operating Systemâ„¢ (TBS)
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Courses
Pathshala
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CFP Batch 2
CFP Estate Planning - New
Instructor
Zauq Web
541
Students
enrolled
Description
Curriculum
Grade
Estate Indian Module Chapter
1
CFPB2SPNS70S1 - Session 1 - Chapter 4 - types of wills & requirements of a valid will
Video lesson
2
CFPB2SPNS70S2 - Session 1 - Chapter 5 - ADMINISTRATION OF An Estate
Video lesson
3
CFPB2SPNS70S3 - Session 1 - Chapter 6 - tenancy in common and joint tenancy
Video lesson
4
CFPB2SPNS70S4 - Session 2 - Chapter 6 - Tenancy Nomination POA
Video lesson
5
CFPB2SPNS70S5 - Session 2 - Chapter 7 - gifts, trusts & family arrangements in estate planning
Video lesson
6
CFPB2SPNS70S6 - Session 3 - Chapter 7 - estate planning new numericals and doubt session
Video lesson
Indian Module of Estate Planning - Session 1
7
CFPB2SPNS70S7 - Session 1.1 - Introduction to Indian estate planning
Video lesson
8
CFPB2SPNS70S8 - Session 1.2 - laws of inheritance
Video lesson
9
CFPB2SPNS70S9 - Session 1.3 - 3 Types of Domicile
Video lesson
10
CFPB2SPNS70S10 - Session 1.4 - CONSANGUINITY OR KINDRED
Video lesson
11
CFPB2SPNS70S11 - Session 1.5 - INTESTATE SUCCESSION
Video lesson
12
CFPB2SPNS70S12 - Session 1.6 - testamentary SUCCESSION
Video lesson
13
CFPB2SPNS70S13 - Session 1.7 - WILL - GENERAL OVERVIEW
Video lesson
14
CFPB2SPNS70S14 - Session 1.8 - VOID BAQUESTS
Video lesson
Indian Module of Estate Planning - Session 2
15
CFPB2SPNS70S15 - Session 2.1 - INTRODUCTION TO INDIAN ESTATE PLANNING
Video lesson
16
CFPB2SPNS70S16 - Session 2.2 - laws of succession based on Religion
Video lesson
17
CFPB2SPNS70S17 - Session 2.3 - the Hindu succession act, 1956
Video lesson
18
CFPB2SPNS70S18 - Session 2.4 - Hindu undivided family (HUF)
Video lesson
19
CFPB2SPNS70S19 - Session 2.5 - the Muslim personal law Application act, 1937
Video lesson
Indian Module of Estate Planning - Session 3
20
CFPB2SPNS70S20 - Session 3.1 - salient features of ISA in Testamentary and Intestate Succession
Video lesson
21
CFPB2SPNS70S21 - Session 3.2 - PERSONS CAPABLE OF MAKING A WILL
Video lesson
22
CFPB2SPNS70S22 - Session 3.3 - Rule against perpetuity
Video lesson
23
CFPB2SPNS70S23 - Session 3.4 - general Rule of intestacy
Video lesson
Indian Module of Estate Planning - Session 4
24
CFPB2SPNS70S24 - Session 4 - types of wills & requirements of a valid will
Video lesson
Estate Planning - Session 1
25
CFPB2SPNS70S25 - Session 1 - Introduction to Estate Planning
Video lesson
26
CFPB2SPNS70S26 - Session 1.1 - Why is Estate Planning Important
Video lesson
27
CFPB2SPNS70S27 - Session 1.2 - Definition of property ownership and interest
Video lesson
28
CFPB2SPNS70S28 - Session 1.3 - Estate Planning Process
Video lesson
29
CFPB2SPNS70S29 - Session 1.4 - Types of Ownership
Video lesson
30
CFPB2SPNS70S30 - Session 1.5 - Types of Will
Video lesson
31
CFPB2SPNS70S31 - Session 1.6 - Incapacity Planning
Video lesson
32
CFPB2SPNS70S32 - Session 1.7 - Types of Estate
Video lesson
33
CFPB2SPNS70S33 - Session 1.8 - Transfer by GIFT
Video lesson
Estate Planning - Session 2
34
CFPB2SPNS70S34 - Session 2 - Introduction
Video lesson
35
CFPB2SPNS70S35 - Session 2.1 - discovering Clients estate planning goals
Video lesson
36
CFPB2SPNS70S36 - Session 2.2 - Common Estate Planning Goals
Video lesson
37
CFPB2SPNS70S37 - Session 2.3 - providing for loved once, children and grand children, HNWIs
Video lesson
38
CFPB2SPNS70S38 - Session 2.4 - providing for ORGANIZATIONS AND OTHERS
Video lesson
39
CFPB2SPNS70S39 - Session 2.5 - SMALL BUSINESS OWNERS
Video lesson
40
CFPB2SPNS70S40 - Session 2.6 - Business Succession Planning
Video lesson
41
CFPB2SPNS70S41 - Session 2.7 - Buy Sell Entity and Buy Sell
Video lesson
Estate Planning - Session 3
42
CFPB2SPNS70S42 - Session 3.1 - STEPS IN THE ESTATE PLANNING PROCESS
Video lesson
43
CFPB2SPNS70S43 - Session 3.2 - What is will
Video lesson
44
CFPB2SPNS70S44 - Session 3.3 - What is Trusts
Video lesson
Estate Planning - Session 4
45
CFPB2SPNS70S45 - Session 4.1 - determining expenses & estate value on death
Video lesson
46
CFPB2SPNS70S46 - Session 4.2 - TRANSFER DURING LIFE AND AFTER DEATH
Video lesson
47
CFPB2SPNS70S47 - Session 4.3 - DUTITES OF A PR
Video lesson
48
CFPB2SPNS70S48 - Session 4.4 - PROBATE PROCESS
Video lesson
49
CFPB2SPNS70S49 - Session 4.5 - high net worth individuals
Video lesson
50
CFPB2SPNS70S50 - Session 4.6 - FORECED HEIRSHIP
Video lesson
51
CFPB2SPNS70S51 - Session 4.7 - Codicile
Video lesson
52
CFPB2SPNS70S52 - Session 4.8 - planning for incapacity
Video lesson
Estate Planning - Session 5
53
CFPB2SPNS70S53 - Session 5.1 - Documents to File For incapacity
Video lesson
54
CFPB2SPNS70S54 - Session 5.2 - Estate planning strategies
Video lesson
55
CFPB2SPNS70S55 - Session 5.3 - Common Concerns
Video lesson
56
CFPB2SPNS70S56 - Session 5.4 - lifetime gifts
Video lesson
57
CFPB2SPNS70S57 - Session 5.5 - intrafamily transfer
Video lesson
Estate Planning - Session 6
58
CFPB2SPNS70S58 - Session 6 - Estate Planning Strategies
Video lesson
Quiz
59
REPS 2024-1
40 questions
REPS 2024-1
60
REPS 2024-2
38 questions
REPS 2024-2
61
REPS 2024-3
39 questions
REPS 2024-3
62
REPS 2024-4
40 questions
REPS 2024-4
63
REPS 2024-5
40 questions
REPS 2024-5
64
REPS 2024-6
40 questions
REPS 2024-6
65
REPS 2024-7
40 questions
REPS 2024-7
66
REPS 2024-8
40 questions
REPS 2024-8
67
REPS 2024-9
40 questions
REPS 2024-9
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₹19,895
₹29,895
Course details
Lectures
58
Quizzes
9
Level
Beginner
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