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Table of Contents
Table of Contents
Transform the financial future of individuals with special needs through comprehensive, compassionate planning strategies.
2,900+ enrolled this week
Structured
Phased path
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Real-world examples
Progressive
Job-aligned skills
Many families lack a structured approach to securing long-term care and financial stability for loved ones with disabilities. This course equips financial planners, attorneys, and caregivers with the knowledge to navigate complex benefit systems, legal tools, and investment strategies tailored to special needs.
Explore the Free Section on Special Needs Planning
What You Will Learn
- 1 Identify the core principles and legal foundations of special needs planning.
- 2 Analyze government benefit programs and their impact on financial planning.
- 3 Design and administer special needs trusts for asset protection.
- 4 Develop life care plans and project long-term costs.
- 5 Implement guardianship, powers of attorney, and supported decision-making arrangements.
- 6 Optimize tax strategies for special needs families.
- 7 Build estate plans that preserve benefits and transfer wealth.
- 8 Select appropriate investment vehicles and insurance products.
- 9 Facilitate family communication and care coordination.
- 10 Integrate all elements into a comprehensive special needs plan.
What's Included
Core self-paced training
Verifiable certificate
Contemporary insights
100% text-based
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Worth $83 — Included Free
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Special Needs Planning