BUSI 3535
Financial Planning II
Focuses on retirement planning strategies and estate planning fundamentals, including wills, trusts, and taxation considerations. Students explore legal frameworks and practical tools to design effective plans that support long-term financial security and wealth transfer.
Topics
- retirement planning strategies and estate planning fundamentals
- trusts
- taxation considerations
Course catalogue
Prerequisites & course information
Prerequisite(s): BUSI 2535 . Lecture three hours a week.
Sources
- Course catalogue ↗2026–2027