Series 66 podcast · Episode 20
Ownership and Estate Planning
59 min of listening
Client Profiles & Financial Planning. Available inside the full CertFuel Series 66 course in the app.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Methods of Ownership Transfer
- POD and TOD Designations
- Beneficiary Designation
- Trusts and Wills
- Qualified Domestic Relations Order
- Donor Advised Funds
Put this episode into practice with adaptive questions and flashcards in the full Series 66 course.