Course Description

F732 - Personal Financial Planning and Advising

This course integrates other courses taken to prepare for the CFP (Certified Financial Planner) exam, which is set by the Financial Planners Standards Council. Students will demonstrate their understanding of all the concepts, including the ethical considerations of managing a financial planning practice by preparing a major financial planning project. This course is strongly recommended for students who wish to plan for their financial futures as well as those who are considering careers in financial planning.

Prerequisite: F725

Course Offerings

Winter 2022

Code	Section	Day	Start	End	Room	Instructor	Outline
F732 X	C01	FRI	CANCELLED	CANCELLED	RJC	TBA

Winter 2021

Code	Section	Day	Start	End	Room	Instructor	Outline
F732	C01	FRI	8:30	11:20		S. Bose	Outline

Winter 2020

Code	Section	Day	Start	End	Room	Instructor	Outline
F732E	C01	TUE	Cancelled	Cancelled	RJC	TBA

Course Offerings Archive Submission Form

If you need an outline from an earlier semester, please use this form to contact us. Outlines for current and future courses will be posted here on the website as they become available.

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