Apr 02, 2025  
PUBLISHED 2024-2025 Credit Catalog 
    
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PUBLISHED 2024-2025 Credit Catalog [ARCHIVED CATALOG]

BFIN 380 - Financial Planning Process and Estate Planning

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

Prerequisites
 

  • One of:
    • BFIN 341
    • BFIN 342

Equivalents
BFIN 2380