BFIN2380 — Financial Planning Process and Estate Planning
BFIN 2380 - Financial Planning Process and Estate Planning BFIN 2380 - 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 Time Guidelines The standard instructional time for this course is 45 hours. Prerequisites One of: BFIN 2341 BFIN 341 Equivalents BFIN 380
Prerequisites: BFIN2341, BFIN341, BFIN380