2021-2022 University Catalog 
    
    Feb 27, 2024  
2021-2022 University Catalog [ARCHIVED CATALOG]

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FI 420 - Estate Planning


In this course, students apply estate planning in personal financial planning. This course is designed to provide students with an understanding of the concepts of the fundamentals of estate planning, estate planning considerations and constraints, tools and techniques for general estate planning, and the tools and techniques for special estate planning situations.
Prerequisite(s): AC 309 FI 325 FI 417 , and FI 419 .  All prerequisites must be passed with a C or better.
Note: Previously FI 416 Estate Planning
Lecture Hours: 3 Lab Hours: 0 Credits: 3
History: FI 416



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