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AP/ADMS 4507

Insurance and Other Finance Topics

3.0 credits

Fall 2026

Topics

  • Insurance needs and risk assessment
  • Life, health and disability insurance
  • Retirement accounts and pensions
  • Government benefits
  • Coverage calculations
  • Wills and estate planning
  • Taxation of insurance
  • Commercial insurance
  • Financial-planning ethics

Readings

  • Required: Ho, Robinson, Letkiewicz and Zaremba, Personal Financial Planning, 6th ed. (Captus Press, 2022).
  • FP Canada, Standards of Professional Responsibility.
  • Supplementary: Coleen Clark, Risk Management and Insurance in Canada, 2nd ed. (Captus Press, 2018).
Sources