FNCE 3207 – Risk Management and Estate Planning
(3 credits) 3 hours 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.