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