Oct 06, 2024  
PUBLISHED 2023-2024 Credit Catalog 
    
PUBLISHED 2023-2024 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