BFIN 2341 - Risk Management and Retirement Planning

Course 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:

Prerequisite(s):

BFIN 1255

Equivalent Course(s):

BFIN 341