OL-035

Risk Management & Estate Planning

The average life expectancy of Canadians has increased exponentially over the decades as such estate planning and risk management are also moving to the forefront of overall financial planning. The Risk Management and Estate Planning course will provide learners with an in-depth understanding of risk management issues including disability, death, property and liability. It will also prepare learners in respect to estate planning issues pertaining to property interests, family law, will preparation and taxation upon death. Please note: Students are required to register with and must purchase additional course materials required for CIFP courses (approx $135.00 + applicable taxes) from the CIFP website. The fee includes access to tests, materials, and additional course tools required for financial planning calculations. A financial calculator is required. Pre-requisite: OL927 Retirement Planning

Credit Hours

42

Min. Grade

0%