2023-2024 University Catalog 
    
    Oct 31, 2024  
2023-2024 University Catalog [ARCHIVED CATALOG]

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FI420 - 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): AC309 FI325 FI 370  , and FI419 .  All prerequisites must be passed with a C or better.
Lecture Hours: 3 Lab Hours: 0 Credits: 3
History: FI416



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