0 Recently Viewed Full-Time Program(s) Download Your Career and Program Guide

Home Programs & Courses Continuing Education Financial Planning Process and Estate Planning

Financial Planning Process and Estate Planning - BFIN 380

Learn more and register

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


One of:

  • BFIN 341
  • BFIN 342


Classroom or Online

Start typing to search SAIT.ca
Refine Results

Search results