COMMERCE 4FS3 - Pension, Retirement and Estate Planning

3 unit(s)

The course examines financial needs at retirement including inflation and taxation. It also examines methods of accessing savings at retirement. Estate planning ensures that assets are distributed with the wishes of the testator and the needs of the beneficiaries.
Lectures (three hours)
Prerequisite(s): COMMERCE 2FA3 or ECON 2I03 or IBH 2BB3; and registration in any Bachelor of Commerce, Engineering and Management or Actuarial Financial Mathematics program or relevant minor (see Faculty Note 2.)