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In observance of Family Day holiday on Monday, February 16, telephone and campus services will close at 4 p.m. on Friday, February 13 and will reopen on Tuesday, February 17.  There are no classes on Monday, February 16. In-person and remote-learning classes will take place as scheduled over the weekend. Limited online resources are available.

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Retirement Financial Planning

Course CodeFINA-702
Lecture hours per week4
Lab hours per week
Course AvailabilityOpen
Description

This course will provide the student with the comprehensive knowledge needed to discuss retirement concepts and strategies with clients. The course begins with an overview of retirement planning followed by a detailed look at pensions. It then examines the characteristics of registered accounts and goes on to explore taxation of retirement income.

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