Students explore risk management and insurance, retirement and estate planning, and other advanced planning topics. They acquire a broad understanding of financial planning strategies and techniques that build on a technical understanding of investments, taxation, risk management and insurance, and retirement and estate planning. Case studies and a group project provide an opportunity to build comprehensive financial plans and develop professional skills for a career in financial planning and financial services.
Prerequisite(s): A minimum "C" grade in FMGT 2116, 2325, and 2485 (FMGT 2485 may be taken concurrently); and a minimum "C" grade in CMNS 1118, ENGL 1123, or 1127.
Credits:
3.0
Additional Fees:
$14.8
Repeat Limit:
2
Lecture Hours:
4.0
Seminar Hours:
0.0
Lab Hours:
0.0
Offered online:
False
Course outline(s):
None
| 2AR | 2SC | HUM | LSC | SCI | SOC | UT |
|---|---|---|---|---|---|---|
| None | None | None | None | None | None | None |
No active transfer agreements found.
No inactive transfer agreements found.
No offerings found for this semester (2024 30).
| Semester | Seats | Waitlist | Days | Time | Room | Type | Instructor |
|---|---|---|---|---|---|---|---|
| 2018 30 | 37 | N/A | ---R--- | 1830-2120 | B153 | Lecture | Jason Wong |
| ---R--- | 1830-2025 | L303 | Exam | Jason Wong | |||
| 2018 10 | Cancel | N/A |