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).