Humber: The Business School
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CFPL 203

Strategic Investment Planning

Acquire the knowledge, judgment and expertise to understand the risk management and estate planning processes, the various insurance products, any income tax implications and numerous strategies. You will take a detailed look at the risk management process and the insurance products that are available to manage risk including the risks of disability, legal requirements of insurance policies, application of the risk management process, death, property and liability losses. You will also examines the estate planning process and the many considerations and strategies involved in developing an estate plan and address the tools of estate planning including property interests, family law, intestacy, probate, wills, powers of attorney, taxation upon death, trust and estate freezes. You will examine special considerations in estate planning such as non-traditional families or household units.

Prerequisite

Pathways

Calendar

This course is offered through any of the following sections:

SECTION: 50 (Spring 2012) SESSION TIME DAY FREQUENCY LOCATION
May 8 - Aug 14 (90 hours)
Registration Deadline: May 15, 2012
PRICE: $606.00
Class 6:30 - 9:30 pm Tuesday Weekly North

Contact

Phone: 416.675.6622 ext. 4174
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