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Digital Estate Planning and Wealth Management; Unlocking New Revenue Streams for Fiduciary Professionals

Digital Estate Planning and Wealth Management; Unlocking New Revenue Streams for Fiduciary Professionals

$199.00
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Course access is prepared after purchase and delivered via email
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Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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Digital Estate Planning and Wealth Management: Unlocking New Revenue Streams for Fiduciary Professionals



Certificate Program Overview

Unlock new revenue streams and enhance your expertise in digital estate planning and wealth management with our comprehensive certificate program. Upon completion, participants receive a certificate issued by The Art of Service.



Program Features

  • Interactive and Engaging: Participate in a dynamic learning experience with interactive modules, real-world case studies, and hands-on projects.
  • Comprehensive and Personalized: Cover all aspects of digital estate planning and wealth management with personalized attention from expert instructors.
  • Up-to-date and Practical: Stay current with the latest trends and best practices in digital estate planning and wealth management.
  • High-quality Content: Enjoy high-quality content, carefully crafted to ensure a seamless learning experience.
  • Expert Instructors: Learn from renowned experts in the field, with extensive experience in digital estate planning and wealth management.
  • Certification: Receive a certificate upon completion, issued by The Art of Service.
  • Flexible Learning: Access the program from anywhere, at any time, using our user-friendly and mobile-accessible platform.
  • Community-driven: Connect with a community of like-minded professionals, sharing experiences and insights.
  • Actionable Insights: Gain practical knowledge and actionable insights to enhance your professional practice.
  • Hands-on Projects: Apply theoretical concepts to real-world scenarios through hands-on projects and case studies.
  • Bite-sized Lessons: Learn in manageable chunks, with bite-sized lessons and flexible pacing.
  • Lifetime Access: Enjoy lifetime access to the program materials, ensuring ongoing learning and professional development.
  • Gamification and Progress Tracking: Engage with our gamified learning environment, tracking your progress and staying motivated.


Course Outline

Module 1: Introduction to Digital Estate Planning and Wealth Management

  • Defining digital estate planning and wealth management
  • Understanding the importance of digital estate planning
  • Overview of the digital estate planning process

Module 2: Digital Assets and Estate Planning

  • Types of digital assets: emails, social media, online storage, and more
  • Understanding digital asset ownership and control
  • Strategies for managing digital assets in estate planning

Module 3: Online Presence and Reputation Management

  • Managing online presence and reputation
  • Understanding online profiles and digital footprints
  • Strategies for maintaining a professional online presence

Module 4: Digital Wealth Management and Financial Planning

  • Understanding digital wealth management and financial planning
  • Investing in digital assets: cryptocurrencies, tokens, and more
  • Strategies for managing digital wealth and creating a financial plan

Module 5: Tax Planning and Compliance for Digital Estates

  • Understanding tax implications for digital estates
  • Tax planning strategies for digital assets and wealth
  • Compliance and reporting requirements for digital estates

Module 6: Digital Estate Planning for Business Owners

  • Understanding digital estate planning for business owners
  • Strategies for managing digital assets in business succession planning
  • Creating a digital estate plan for business owners

Module 7: Trusts and Estates in the Digital Age

  • Understanding trusts and estates in the digital age
  • Creating a digital estate plan with trusts and estates
  • Strategies for managing digital assets in trusts and estates

Module 8: Digital Estate Planning for Non-Traditional Families

  • Understanding digital estate planning for non-traditional families
  • Strategies for managing digital assets in non-traditional family structures
  • Creating a digital estate plan for non-traditional families

Module 9: Charitable Giving and Digital Estates

  • Understanding charitable giving and digital estates
  • Strategies for incorporating charitable giving into digital estate planning
  • Creating a charitable giving plan for digital estates

Module 10: Digital Estate Planning for International Clients

  • Understanding digital estate planning for international clients
  • Strategies for managing digital assets across borders
  • Creating a digital estate plan for international clients


Certificate Program Details

Upon completion of the program, participants will receive a certificate issued by The Art of Service. The program consists of 10 modules, with each module including interactive lessons, hands-on projects, and real-world case studies.

Participants will have lifetime access to the program materials, ensuring ongoing learning and professional development. The program is designed to be completed in 6-12 months, with flexible pacing to accommodate individual learning styles.

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