Mar 28, 2024  
2021-2022 Southeastern University - Unrestricted Education Catalog 
    
2021-2022 Southeastern University - Unrestricted Education Catalog [ARCHIVED CATALOG]

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FINC 5653 - PRINCIPLES OF ESTATE PLANNING


A significant task of a financial planner is to address the estate planning needs of clients. This course covers the more complex areas of trust and tax law not normally included in a Financial Planning program. The material covered is structured for those who tailor and administer financial and estate plans covering the most important planning concepts and examines the most important techniques used to set and meet the financial goals of the client and their families. The course should provide students with the knowledge necessary to advise clients in estate planning matters as well as to recommend different plans and strategies.

Prerequisites & Notes
Prerequisite: None

Credits: 3



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