In this course students will learn to evaluate risk exposures faced by individuals and small businesses and apply various life, disability, health, and other insurance products to address these risk exposures. Thorough coverage of insurance products and calculations to determine client needs will be addressed through case scenarios. Taxation and the context of the Canadian financial planning landscape will be covered as well as an introduction to business ethics as it relates to the industry.
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]
Please note: Course outlines of record posted may vary from the section syllabus distributed by each instructor (e.g. textbooks, assignments, timing of midterms).