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