FINS3639 Estate Plan & Asset Protection

Feb 12, 2021 Course Guides, Other

A subject that builds upon the core courses of Portfolio Management and Wealth Management that provides insight into the fundamental issues related to asset protection and succession planning. A practical subject that covers all the key estate planning elements impacting clients in need from a financial planning angle. Allows students to have a real insight into the world through a practical case study element and identifying the key issues faced by clients.