Apr 14, 2024  
PUBLISHED 2023-2024 Credit Catalog 
    
PUBLISHED 2023-2024 Credit Catalog [ARCHIVED CATALOG]

BFIN 2380 - 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):
  • BFIN 2341

Equivalent(s):
BFIN 380