Apr 17, 2024  
PUBLISHED 2022-2023 Credit Catalog 
    
PUBLISHED 2022-2023 Credit Catalog [ARCHIVED CATALOG]

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

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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