differentiate between ethical and unethical practices in the financial services industry.
apply the knowledge gained in this course to enhance current and future client relationships within the financial planning and investment advisory industries.analyze individual and family financial circumstances and recommend appropriate strategies to achieve goals within a personal finance context.describe common products (such as investments, insurance products, credit facilities, and legal documents) available within the financial services industry.explain the concepts relevant to comprehensive personal financial planning.Upon successful completion of this course, you will be able to This approach will broaden your general knowledge, and improve your professional competencies and credibility if you work in the financial services industry. As you learn the basic concepts, you will implement them in hypothetical environments within the course. This course emphasizes active decision making. You will learn to analyze and evaluate financial products, planning processes, and strategies. Concepts covered within the course include the five-step financial planning process, goal-based financial planning math, tax minimization strategies, investment fundamentals, risk management (insurance), family law, retirement planning, registered plans, estate planning, consumer credit management, and ethics.
PERSONAL FINANCE COURSE FULL
Finance 322: Personal Finance is a three-credit course that examines the knowledge and competencies required to prepare a financial plan and manage the full range of personal finance matters.
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