FSM611 - Financial Planning: Insurance,Retirement and Estate

Outline information
Schools offering this subject
Last revision date Sep 30, 2019 12:05:15 AM
Last review date Dec 2, 2019 12:15:03 AM

Subject Title
Financial Planning: Insurance,Retirement and Estate

Subject Description
Knowledge of retirement and estate planning opportunities is a fast growing strategic issue in advising a growing segment of clients nearing or planning for retirement. The course focuses on retirement and estate planning including protection of assets, RRSPs, annuities, family law, wills and risks exposure assessment etc. This course uses the internet to assist learners to find relevant information related to course material.

Credit Status
FSM611 is a required subject in the Financial Services Management Degree Program.

Learning Outcomes
Upon successful completion of this subject the student will be able to:

  1. Develop retirement plans for individuals in varying situations through comparison of individual client needs.
  2. Articulate the value of estate planning and the role of a financial planner within the estate planning process.
  3. Understand different options of transfer of property prior to death and their financial impacts on clients.
  4. Understand Charity giving and its financial and tax impact.
  5. Illustrate basic estate planning techniques and the importance and characteristics of wills.
  6. Understand family law and marital property legislation and financial impact of marriage dissolution.
  7. Understand the use of Power of Attorney as a financial planning tool.
  8. Assist clients in the probate process.

Academic Integrity
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Accommodation for Students with Disabilities
The College will provide reasonable accommodation to students with disabilities in order to promote academic success. If you require accommodation, contact the Counselling and Accessibility Services Office at ext. 22900 to initiate the process for documenting, assessing and implementing your individual accommodation needs.