Risk Management and Estate Planning

Course Information

The average life expectancy of Canadians has increased exponentially over the decades as such estate planning and risk management are also moving to the forefront of overall financial planning. The Risk Management and Estate Planning course will provide learners with an in-depth understanding of risk management issues including disability, death, property and liability. It will also prepare learners in respect to estate planning issues pertaining to property interests, family law, will preparation and taxation upon death.

Intake S24 SEM

Start Date May 14 / 2024

End Date

Prerequisite(s):

CL-CEFN 801

Computer Software Requirements:

Access to a computer or a laptop with high-speed internet access is recommended. Each student is required to purchase Textfrom CIFP (approx $135.00) includes access to website tests, materials, tools, and a calculator. Financial Calculator is Required.

Chats:

n/a

Group Work:

n/a