• Risk Management and Estate Planning FIN 9032

    An effective financial plan must account for anticipated events and issues such as retirement, taxation, education planning and investment planning as well as unanticipated realities like death, disability or major illness. Such a plan ensures that an estate is distributed in accordance with the wishes of the deceased and accounts for matters such as the guardianship of dependants and final liabilities. Our Risk Management and Estate Planning course teaches you how financial risks can be offset through the use of insurance and helps you develop a comprehensive knowledge of the features, characteristics and uses of various types of insurance (including disability, life, health, long-term care, property and liability). Study the estate planning process, including the unique features of different family relationships and support obligations for dependants, and explore the impact on taxation and property possession in the event of a relationship breakdown.

    Contact Information

    Some courses require you to purchase a textbook. The cost of the textbook is not included in the course fee unless otherwise indicated. If there is a textbook assigned for this course, it will be listed on the bookstore website.