Jul 12, 2024  
2018-2019 Undergraduate Catalog 
2018-2019 Undergraduate Catalog [ARCHIVED CATALOG]

FINC 426 - Trust Management Symposium (3cr.)

Credit(s): 3
Go through the process of managing a trust, addressing corpus and income management, the needs of income and residual beneficiaries, and the legal obligations imposed on a fiduciary for multi-participant trusts and traditional trusts. Utilize a combination of case studies, presentations, and project work to achieve the learning objectives.
Repeatable for Credit: N Allowed Units: 3 Multiple Term Enrollment: N Grading Basis: Student Option
PREREQ: FINC364, ACCT416, ACCT418, and ACCT450. RESTRICTIONS: Open only to students in the Trust Management Minor program or Financial Planning & Wealth Management majors.
Capstone: Appropriately defined classroom course* Course Typically Offered: Spring
General Education Objectives: