Apr 21, 2024  
PUBLISHED 2021-2022 Credit Catalog 
    
PUBLISHED 2021-2022 Credit Catalog [ARCHIVED CATALOG]

BFIN 341 - 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):
 

  • One of:
    • BFIN 255
    • BFIN 230

Equivalent(s):
BFIN 2341

Technical Requirements
 

  • Required Materials:
    • A textbook is required for this course. Please refer to current booklist on the SAIT Bookstore website (http://bookstore.sait.ca).


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