Risk Management & Estate Planning | Spalding University Catalog

FIN-410: Risk Management & Estate Planning

3 credit hours

Students will analyze the risk management process, individual and business property and liability loss exposures, social insurance programs, and effective use of financial planning products such as pension plans and life, health, and disability insurance. Students will also survey estate and gift tax planning, the unified estate and gift tax system, and the transfer of property through trusts and wills.

Prerequisite course: FIN-366