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Financial Planning Capstone

Course Code FINA-704
Lecture hours per week 4
Lab hours per week
Course Availability: Open

This course is designed to prepare students to challenge the CFP Professional Proficiency Examination administered by the Financial Planning Standards Council of Canada. Topics include Investment Planning, Retirement Planning, Estate Planning, Risk Management, Tax Planning and Ethics.

Information regarding the CFP Professional Proficiency Examination and registration requirements can be found on the Financial Planners Standards Council of Canada’s website:

Course Outline