FINA 448 - Estate Planning

3 Hour(s) Credit
Introduces the student to the study and application of contemporary techniques for individual estate planning. The instruction will include the estate-planning field as a profession, as well as relevant financial services industry regulation. The course covers: the personal financial planning process (budgeting, emergency fund planning, credit and debt management), personal financial statements, property titling (types and consequences), monetary settlement, property transfer at death and estate documents.
Three hours per week.
Prerequisites FINA 311 with grade of B or better.