What is the eState Planner Certification Course?
This course is designed to teach you how to use the program. t's a great resource for both newer and more advanced users - it will review the fundamentals as well as go into depth on some topics you may encounter in more complicated client files.
The layout of this course follows the same order as if you were going through a client file. Complete the entire course to get a thorough overview of the program or skip to a specific section you would like to know more about.
Complete the course to earn a special eState Planner Certification Badge. This badge will be emailed to you upon completion of the course. You can post this badge on your website to show clients you are eState Planner certified.
How do I access the course?
You can sign up for the course here: https://e-stateplanner.teachable.com/p/advanced-e-state-planner-certification