FINC 3300

Personal Finance II continues to build on the financial planning concepts learned in Personal Finance I, with a primary focus on personal insurance planning. Topics include life insurance, accident and sickness insurance, segregated funds, annuities, and ethics and professional practice. Students will also gain a deeper understanding of taxation, family law, retirement, and estate planning. This course prepares students to write the life insurance licensing exam, as well as fulfilling Certified Financial Planner (CFP) program academic requirements.