Nov 30, 2024  
2024-2025 Undergraduate Catalog 
    
2024-2025 Undergraduate Catalog
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FIN 385 Financial Planning Process and Estate Planning (3 credits)

Hours: 3 classroom + 0 lab/studio
Prerequisite(s): C or better in FIN 305  and junior standing.
Taught: Variable, check with department
Theoretical and practical approach to estate planning; estate and gift taxes, wills, trusts, and estate planning techniques and application of these techniques in overall financial planning.
Repeatable: No



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