3.00 credits
(4,0,0)
15 wks
In this course, students will learn to evaluate the risk exposures faced by individuals and small businesses, and address these concerns with appropriate life, disability, and other insurance products. Students will engage in experiential activities using real-world case scenarios and industry licensing materials. This course provides comprehensive coverage of life insurance products, estate planning, relevant calculations and the role of taxation within the Canadian financial planning landscape. We will explore business ethics relating to professional practice in the insurance and financial planning industry.
Prerequisites
45 credits of 100-level or higher coursework including [BFIN 351 or BFIN 306 or BFIN 286]; OR CMNS 305 and [NABU 320 or NABU 340]
Course Outlines
Please note: Course outlines of record posted may vary from the section syllabus distributed by each instructor (e.g. textbooks, assignments, timing of midterms).
| Effective Term |
|---|
 Fall 2021 onwards |
| Fall 2020 - Summer 2021 |
| Spring 2015 - Summer 2020 |