CFP Estate Planning

Estate planning introduction and terminology By Ishani Shah 18-03-2023

Estate Planning and Wealth Distribution Goals 21-03-2023

Estate Planning Process By Ishani Shah 25-03-2023

Transfer During Life and at Death - Chapter 3 - E.P Process - Chapter 5 - Planning for Incapacity By Ishani Shah 28-03-2023

Incapacity planning by Ishani Shah 01-04-2023

Estate Planning Strategies ( Last 3 slides) By Ishani Shah 04-04-2023

CFPB2-Global-Notes

CFPB2-Global-Quiz

Session 1- Introduction to Indian Estate Planning By Ishani Shah 04-04-2023

Session 1- Introduction to Indian Estate And Session 2- Laws based on religion

Session 2 – Laws based on religion — Session 3 — sailent features of ISA in Testamentary and Intestate Succession — Session 4 – Types of Will and Requirements of Valid Will — 15-04-2023

Chp 4- Types of Will and Valid Requirements of a Will Chp 5- Administration of a Will Chpt 6- Tenancy in Common and Joint Tenancy Transmission Nomination etc. 18-04-2023

Chp 6-Tenancy Nomination POA Chapter And Chapter 7-Gift JTrust JFamily Settlement 22-04-2023

chp 7 – Estate planning new Numericals and Doubt Session 19-07-2023

CFPB2- FPSB EXAM PURCHASE TUTORIAL

CFPB2-indian-Notes

CFPB2-indian-Quiz

CFPB2- REPS Notes