BFIN 486

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. The Financial Planning Capstone is an integrated financial planning course requiring the preparation and presentation of a professional industry level financial plan covering at least four of the six financial planning components. Cases from industry clients will be sourced for this project. Section information text: <strong>Course Description: </strong>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. The Financial Planning Capstone is an integrated financial planning course requiring the preparation and presentation of a professional industry level financial plan covering at least four of the six financial planning components. Cases from industry clients will be sourced for this project.<br/><strong>Note: </strong>BFIN 486 is an approved Experiential course for Cap Core requirements.<br/><strong>Reg Notes: </strong> Restricted to Bachelor of Business Administration students.<br/><strong>