Apr 21, 2019  
PUBLISHED 2018-2019 Credit Catalog 
    
PUBLISHED 2018-2019 Credit Catalog

BFIN 4020 - Advanced Finance I


Course Description
In this course, you will explore the methods and practices for designing an effective financial plan for clients, based on their needs and requirements, and using relevant software. Aspects of a financial plan include the financial planning process, methods of advising, budgeting, borrowing, personal taxation, investments, retirement savings, wills and estates, power of attorney and risk management. Through case studies, you will apply your knowledge to weigh the pros and cons of solutions to achieve results for clients; recommend appropriate financial solutions; build trustworthy and credible client relationships; and develop methods for improving communication with clients that build and expand their business.

3 credits

Prerequisite(s):

  • BFIN 3020

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