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Aug 31, 2024
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PUBLISHED 2022-2023 Credit Catalog [ARCHIVED CATALOG]
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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): Equivalent(s): BFIN 2380
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).
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