ESTATE PLANNING FOR FINANCIAL PLANNERS

Name: ESTATE PLANNING FOR FINANCIAL PLANNERS
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Rating: 4.1 (951 reviews)

CNSRSCI 635

과목 설명

Analysis from a financial planner's perspective of the process of planning the accumulation, conservation, and distribution of an estate, in the manner that most effectively and efficiently accomplishes an individual's personal tax and non-tax objectives.

선수과목

CNSRSCI 275 or ECON/FINANCE 300

충족 요건

This course does not satisfy any prerequisites.

학점

미보고

개설 시기

미보고

평점

3.48

7.13% 과거 데이터 대비

수료율

99.07%

0.88% 과거 데이터 대비

A 비율

32.41%

23.28% 과거 데이터 대비

학급 규모

108

93.06% 과거 데이터 대비

Cumulative Grade Distribution

강사 (2026 Summr)

다음 사이트의 평점순으로 정렬 Rate My Professors

유사 과목

ESTATE AND GIFT TAXATION

LAW 738

Introduces basic federal estate and gift tax policy, statutes, and planning concepts relevant to estate and trust planning and administration.

INTRODUCTION TO ESTATE PLANNING

LAW 957

Issues related to estate planning; including function of the lawyer, ethical issues, estates not subject to tax, basic elements of tax-oriented planning, living trusts, health care issues, gift strategies.

STRATEGIC PLANNING FOR ESTATES AND BUSINESS TRANSITIONS

FINANCE 601

Introduces and broadens understanding of the intricacies surrounding wealth preservation, intergenerational wealth transfer, and trust financial services. Delves into the legal, tax, and financial aspects of estate planning, business succession strategies, and efficient wealth transfer techniques. Explore cutting-edge approaches for mitigating tax liabilities, navigating complex family dynamics, and structuring customized solutions for diverse client needs while highlighting career opportunities within the trust financial services industry and preparing for a range of professional paths. Gain the expertise needed to effectively advise clients and guide them through the process of safeguarding and transferring their wealth, ensuring a lasting financial legacy.

INTRODUCTION TO PERSONAL FINANCIAL PLANNING

CNSRSCI 275

Introduction to consumer finance covering techniques of personal sector cash flow, asset and liability management, life cycle financial planning, investment management, tax planning, retirement, and estate planning. Analysis and evaluation related to personal financial planning.

RETIREMENT PLANNING FOR FINANCIAL PLANNERS

CNSRSCI 645

An introduction to retirement planning concepts and analysis with attention to designing retirement strategies to meet various client situations. Focus given to plans and approaches to meet retirement income needs while taking into account the dynamics of the household. Explore how values, behaviors and psychological factors influence retirement choices and financial well-being.