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Nov 04, 2024
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2018-2019 Undergraduate Catalog [ARCHIVED CATALOG]
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FINC 426 - Trust Management Symposium (3cr.)Credit(s): 3 TRUST MGMT SYMPOSIUM 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:
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