May 09, 2024  
PUBLISHED 2024-2025 Credit Catalog 
    
PUBLISHED 2024-2025 Credit Catalog

BFIN 341 - Risk Management and Retirement Planning


Description
This intermediate course provides more in-depth knowledge into the key elements of Financial Planning. Topics include a deeper analysis of Risk Management and Insurance, Retirement Planning, Government benefit programs, TFSA’s, RRSP’s and other types of savings plans. The course will emphasize client relationship building. Participants will complete a basic Financial Plan.

3 Credits

Prerequisites
 

  • One of:
    • BFIN 255
    • BFIN 230

Equivalents
BFIN 2341