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FMGT 2500: Personal Financial Planning II

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.

Course Information:

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

Transfers:

No active transfer agreements found.

Inactive Transfers:

No inactive transfer agreements found.

Current Offerings:

No offerings found for this semester (2025 10).

Previous Offerings:

Semester Seats Waitlist Days Time Room Type Instructor
2018 30 37 ---R--- 1830-2120 B153 Lecture Jason Wong
---R--- 1830-2025 L303 Exam Jason Wong
2018 10 Cancel N/A