Apr 23, 2024  
PUBLISHED 2021-2022 Credit Catalog 
    
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PUBLISHED 2021-2022 Credit Catalog [ARCHIVED CATALOG]

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(s):
BFIN 341

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