BSNS 496 - Financial Planning Capstone

3 hours
Focuses on the efficient conservation and transfer of wealth, consistent with client goals. It is a study of the legal, tax, financial, and non-financial aspects of this process, covering topics such as trusts, wills, probate, advanced directives, charitable giving, wealth transfers and related taxes. Prerequisite(s): BSNS 362, ACCT 365, BSNS 351, BSNS 352, BSNS 355, BSNS 473. UG