Course

2025 Spring: 440 Estate Planning

Jan 13, 2025 - May 13, 2025

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Full course description

NOTE: This course starts on January 13 and ends on May 12. 

The principles of estate planning are covered in this course. Students will learn how to create and apply complex estate planning methodologies within financial planning. Emphasis is on both development of estate strategy and coordination of estate management with legal professionals required of a financial planner in advising clients.