Course Description

Pension, Retirement and Estate Planning

This course examines the issues that affect financial needs at retirement – in particular, inflation and taxation. Various vehicles for saving for retirement are considered, including both private and employer-sponsored pension plans. The course also examines methods of accessing savings at retirement. Estate planning looks at ways to ensure that estate assets are distributed both in accordance with the wishes of the testator and the needs of the beneficiaries.  This course is strongly recommended for students who wish to plan for their financial futures as well as those who are considering careers in financial planning, including pursuit of the CFP designation.

  • Prerequisite: F600 OR F650

Course Offerings

Winter 2021

Code Section Outline
C01 Outline

Winter 2020

Code Section Outline
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