Apr 13, 2021  
2019-2020 Academic Calendar Mount Royal University 
    
2019-2020 Academic Calendar Mount Royal University [ARCHIVED CATALOG]

FNCE 3207 - Risk Management and Estate Planning


Credit(s): 3
Lecture Hour(s): 3
Lecture Hours Schedule Type: Lecture
This course provides a detailed look at the risk management process and the insurance products that are available to manage risk. It examines the risks of disability, death, and property and liability losses. Students will study the legal requirements of insurance policies and the application of the risk management process. This course also covers the estate planning process including property interests, family law, intestacy, probate, wills, powers of attorney, taxation upon death, trust and estate freezes. Students have the opportunity to write the Risk Management and Estate Planning exam of the Canadian Institute of Financial Planning, one of four that lead towards the Certified Financial Planner (CFP) designation.

Fall Schedule
Winter Schedule
Spring Schedule
Summer Schedule