MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate
CFP®, MPA(SMU Dean's List), INSEAD MBA(General Management & Consulting), B Eng (Hons)
CategoriesCERTIFIED FINANCIAL PLANNER
Taxes can affect various financial decisions and having knowledge of tax laws and related issues will generally enhance the effectiveness of a financial/ wealth planner. This module aims to increase a student’s knowledge and skills in the area of tax planning, by providing an overview of the major components of tax. Estate Planning is a critical element of a complete financial plan and students are introduced to the process of developing an estate plan.