Application and creation of complex estate planning methodologies and policies within financial planning; emphasis on both development of estate strategy and coordination of estate management with legal professionals required of a financial planner in advising clients. Prerequisites: Grade of C or better in FINP 435 Credits 3. 3 Lecture Hours.
Application and creation of complex estate planning methodologies and policies within financial planning; emphasis on both development of estate strategy and coordination of estate management with legal professionals required of a financial planner in advising clients. Prerequisites: Grade of C or better in FINP 435 Credits 3. 3 Lecture Hours.
