FMGT 2500: Personal Financial Planning II

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Course Format Lecture 4.0 h + Seminar 0.0 h + Lab. 0.0 h
Credits 3.0

Course Description

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.

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