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Financial Planning Process and Estate Planning - BFIN 380

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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.

Credits: 3

Prerequisite(s):

 

Offerings:

Classroom or Online