Course Code
FIN303
Course Credit
4
In recent years, the interactions of the specialist fields of personal taxation, insurance, investing, mortgages, retirement planning, estate planning and family law have given rise to the field of comprehensive financial planning. Financial planners seek to take a broad view of these issues, integrating them across a client's life to create a plan that takes into account both short-term and long-term goals. This course seeks to provide an advanced overview of the issues involved in a life cycle planning process. Additional topics covered include the time value of money, credit and ethics.