Advanced Risk Management and Estate Planning

Course Code: FIN 4511

Academic Year: 2024-2025

This course provides students with knowledge that will enable them to explain advanced uses of life insurance, estimate insurance needs for an individual, and explain the types of insurance that may be held in a corporation, and the advantages and disadvantages of doing so. Students will gain broad knowledge of estate succession. Students will also learn about the division of property and support and maintenance upon relationship breakdown, trusts, domestic contracts, partnership and shareholder agreements, and the factors to consider in determining the optimal business structures for a business owner.