BFIN 380 - Financial Planning Process and Estate Planning

Course Description:
This course will integrate all elements of the financial planning processes culminating in the creation of a basic financial and estate plan. The remaining topics of the financial planning cycle will be introduced including, professional standards casework, client-based financial planning process, financial management, estate planning including taxation, family law, organizational structures, and RESP options. Participants will complete a personalized retirement income plan as seen in the financial planning field.

3 Credits

Prerequisite(s):

One of:
- BFIN 341
- BFIN 342

Technical Requirements

Required Materials:
- A textbook is required for this course. Please refer to current booklist on the SAIT Bookstore website (http://bookstore.sait.ca).