Jul 18, 2024  
PUBLISHED 2023-2024 Credit Catalog 
PUBLISHED 2023-2024 Credit Catalog [ARCHIVED CATALOG]

BFIN 4020 - Advanced Finance I

Course Description:
In this course, you will explore the methods and practices for designing an effective financial plan for clients, based on their needs and requirements, and using relevant software. Aspects of a financial plan include the financial planning process, methods of advising, budgeting, borrowing, personal taxation, investments, retirement savings, wills and estates, power of attorney and risk management. Through case studies, you will apply your knowledge to weigh the pros and cons of solutions to achieve results for clients; recommend appropriate financial solutions; build trustworthy and credible client relationships; and develop methods for improving communication with clients that build and expand their business.

3 Credits


  • BFIN 3020