ESTATE PLANNING (FNCE 352)
Term: 2026-2027 Fall Semester
Schedule
Mon-Wed-Fri, 1:00 PM - 1:50 PM (8/24/2026 - 12/15/2026) Location: *
Description
FNCE 352. ESTATE PLANNING. This course is designed as an introduction to the process of transferring assets and managing end-of-life decisions for clients and the role estate planning takes in the financial planning process. Students will gain an understanding of estate planning and the actions clients can take to ensure assets pass as they intend for them to pass, as well as plans for healthcare as the client ages. Students will learn the various strategies that can be employed so that a client’s wishes are carried out. Three hours.