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Risk Management and Estate Planning

Code:
FIN 2080

The average life expectancy of Canadians has increased exponentially over the decades as such estate planning and risk management are also moving to the forefront of overall financial planning. The Risk Management and Estate Planning course will provide learners with an in-depth understanding of risk management issues including disability, death, property and liability. It will also prepare learners in respect to estate planning issues pertaining to property interests, family law, will preparation and taxation upon death.

Notes:

The minimum passing grade for this course is 55%.

Text will be available from Canadian Certified Financial Planner Professionals (CIFP). Students will be required to purchase text materials from CIFP, fee is approximately $135.00 and includes text, exams and web page extras such as additional materials, tools, calculator. Your instructor will provide you with the contract number and password required to register with CIFP during the first week of your course.

The final online exam will be proctored through The Canadian Institute of Financial Planners Virtual University website. Each student can have 2 attempts at each of the four CFP courses (additional fees may apply): RP, RMEP, SIP and ITP and a student must achieve at least a 60% to pass the exam.

A Financial Calculator is required.


Textbooks:

  • Winter - None required
  • Fall - None required

Prerequisites:

  • FIN 1080 Retirement Planning

This course is part of the following program(s):

Note: Clicking on any of the following links will take you to the program of studies where you can obtain more information or choose additional courses for your shopping cart.

Scheduled Dates

CRN Day Date Time Hours Location/
Delivery Method
Fee Availability
10292September 13, 2022 to December 20, 202212:00 am - 12:01 am42Online$367.63
10483January 10, 2023 to April 18, 202312:00 am - 12:01 am42Online$367.63
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