FPL 4360 Risk Management, Insurance & Estate Planning
This course offers a comprehensive exploration of personal financial planning, integrating risk management, insurance, and estate planning. Students will learn to identify and assess risk exposures, evaluate insurance options, and apply effective risk management strategies. The course also covers estate planning and wealth transfer strategies through estate and gift tax planning. Topics include asset valuation, tax implications, fiduciary considerations, charitable giving, and planning for diverse client needs. Ethical principles are woven throughout to prepare students for client-centered,
professional financial planning.
Offered
As Needed