Financial Planning Process and Estate Planning - BFIN 380Learn more and register
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.
- One of:
- BFIN 341 - Risk Management and Retirement Planning
- BFIN 342 - PFP II Risk & Retirement Plan
Classroom or Online