This course will require the student to give informed advice on moderately complex personal financial planning scenarios. Technical knowledge areas will include debt, insurance, investment, with emphasis on financial analysis, retirement, estate planning and taxation. Relevant retirement and estate planning tools will be used.


75 credits of 100-level or higher coursework including BFIN 286 and BFIN 351; OR BFIN 386

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).