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FINA 7348

Estate Planning

University of Houston 3 credits FINA

Course Description

Prerequisite: Graduate standing. The course is designed specifically for students interested in pursuing a career in the financial planning and wealth management profession and seeking to obtain the CERTIFIED FINANCIAL PLANNER¿ designation. Topics studied include titling of property ownership, the probate process, estate planning documents, gift and estate transfer strategies, trusts. Additional Fee: N

Code
FINA 7348
Credits
3
Subject
FINA

Programs That Include This Course

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