Estate Planning

Catalog description

The application of estate planning methodologies and policies to personal financial planning. Emphasis is placed on developing skills required of a financial professional in advising clients regarding the importance of estate planning, the consequences of failure to plan, and techniques available to achieve the client’s estate planning goals. Lecture Hours: 3 Contact Hours: 3 Repeatability: May not be repeated for credit. Grade Mode: N- Normal (A, B, C, D, F) Schedule Type (Primary): Lecture Click here for the Schedule of Classes.