Nov 10, 2026  
2026-2027 Academic Calendar Mount Royal University 
    
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2026-2027 Academic Calendar Mount Royal University

FNCE 3406 - Estate Planning and Law


Credit(s): 3
Lecture Hour(s): 3
Lecture Hours Schedule Type: Lecture
This course provides an overview of the estate planning process. Students will learn about the personal property interests, family law, estate law, wills, powers of attorney, taxation upon death, trusts, and estate freezes. The course also covers the financial services regulations and professional ethics. Students will critically evaluate legal and ethical aspects of applied financial cases.

Prerequisite(s): FNCE 3227