BA 421 Estate Planning
This course explores complex tax issues with particular focus on federal income tax law related to trusts, estates, and gifts. Also, this course focuses on estate and gift planning as it relates to satisfying the requirements of the CFP exam.
This is a required course in the CFP Board curricula to fulfill the education requirement.
Prerequisite
Take
BA 313 BA 318. For the Financial Planning Certificate Program, contact the Registrar's Office for assistance if you fail passing the prerequisites or ask the instructor for a requiste waiver.
Offered
Annual Fall Semester