Wealth Management

3 credits

This introduces students to the holistic practice of personal financial planning and surveys core domains, including financial analysis and cash flow management, credit and debt, investments, taxation, retirement and estate planning, insurance and risk management, and key registered/government programs. Students will apply their finance knowledge to integrated client scenarios, learning how to gather information, assess needs, and develop sound, client-centred financial planning recommendations. Emphasis is placed on professionalism, ethics, and regulatory context to help students understand both the technical and behavioural expectations of future certified financial planning professionals. ***Prerequisite: BUS 290.***