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Mar 13, 2025
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FINN 47003 - Financial Trusts and Estate Planning
3 Credit(s) : 3 Lecture Hour(s)
Provides students with detailed knowledge and understanding of Trust Departments in financial institutions. Prepares students to strategically plan how assets will be distributed and/or managed after death. Introduces students to terms associated with trusts and estates and explains the relevance of each. Demonstrates alternative ways of acquiring wealth and/or managing it such as life insurance policies and life estates.
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