FULL-TIME | WINKLER CAMPUS BUGEF-DP Business Administration-General

Courses and Descriptions

FNCE-2121Personal Financial Planning

In this capstone course, the student will build on the practical knowledge gained in other courses in the Financial Services Major.  The student will apply their knowledge of various financial planning concepts to determine the appropriate strategy for clients based on analysis of their financial information and goals. Case analysis will be used to integrate concepts to solve client problems in such areas as investment and tax planning, retirement and insurance planning, will and estate planning, and financial planning for small business.


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