Risk Management and Estate Planning

Course Code: FIN 4010

Academic Year: 2025-2026

This course is based on the Canadian Institute of Financial Planning's Risk Management and Estate Planning course, part of the CFP program. The course covers risk management, including disability and death, and the structure and products available through the insurance industry to manage these risks. Family issues, such as support, Power of Attorney, wills, and trusts are explored. Special situations and taxes arising upon death are covered. Professional responsibility, including contract law and standards of professional conduct, is examined.