Apr 16, 2024  
PUBLISHED 2022-2023 Credit Catalog 
    
PUBLISHED 2022-2023 Credit Catalog [ARCHIVED CATALOG]

BFIN 4040 - Applied Client Planning


Course Description:
This course prepares you for the Applied Financial Planning (AFP) Certification examination. You will explore how to develop a professional relationship with clients based on trust and credibility, how to analyze qualitative information required to create financial recommendations; to analyze quantitative information required to create a financial plan; how to formulate financial planning strategies and recommendations; to prepare financial planning recommendations; and how to finalize the financial plan with the client. In addition, you will learn how to implement your financial planning solutions, monitor the results and update the financial plan.

3 Credits





Prerequisite(s):
 

  • BFIN 4030

Technical Requirements
BFIN 4030 - Advanced Finance II  can also be taken at the same time as BFIN 4040.

© 2015 - 2022, Southern Alberta Institute of Technology (SAIT). All Rights Reserved.