ESTATE PLANNING FOR FINANCIAL PLANNERS

Prerequisites & course information

Requisites: CNSR SCI 275 or FINANCE/ECON 300 Repeatable for Credit: No Last Taught: Spring 2026 Learning Outcomes: 1. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within their estate plan Audience: Undergraduate 2. Apply the CFP Board Financial Planning Practice Standards to the financial planning process as it applies to estate planning Audience: Undergraduate 3. Collect all necessary and relevant qualitative and quantitative information required to develop an estate plan Audience: Undergraduate 4. Demonstrate a comprehensive understanding of the content found within the Estate Planning for Financial Planners curriculum and effectively apply and integrate this information in the formulation of an estate plan for sample clients Audience: Undergraduate 5. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to problems found with client situations Audience: Undergraduate 6. Effectively communicate the estate plan, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material Audience: Undergraduate 7. Evaluate the impact of economic, political, and regulatory issues with regard to the estate plan Audience: Undergraduate Learning Outcomes: 1. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within their estate plan Audience: Undergraduate 2. Apply the CFP Board Financial Planning Practice Standards to the financial planning process as it applies to estate planning Audience: Undergraduate 3. Collect all necessary and relevant qualitative and quantitative information required to develop an estate plan Audience: Undergraduate 4. Demonstrate a comprehensive understanding of the content found within the Estate Planning for Financial Planners curriculum and effectively apply and integrate this information in the formulation of an estate plan for sample clients Audience: Undergraduate 5. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to problems found with client situations Audience: Undergraduate 6. Effectively communicate the estate plan, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material Audience: Undergraduate 7. Evaluate the impact of economic, political, and regulatory issues with regard to the estate plan Audience: Undergraduate