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Core Curriculum / CFP / Finance & Insurance

Unit 5 - Retirement & Estate Planning Tools (Textbook & Learning Activities)

Course by: Business Career College

SKU: CFP-4101-5

Price $250.00 CAD $250.00 CAD
# Seats

Unit 5 focuses on teaching students the concepts that provide additional Tools they need for effective financial planning.

  • Pensions
  • Retirement Planning and Annuities
  • Intro to Estate Planning
  • Wills and Will Challenges
  • Powers of Attorney and Capacity
  • The Estate and the Executor
  • Education Planning
  • Disability Planning
  • Household and Family Financial Planning