BSNS 596 - 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. Students seeking graduate credit will be required to prepare an extensive portfolio analysis. Prerequisite(s): BSNS 302, BSNS 351, BSNS 352, BSNS 445, and ACCT 365. UG