This course, preceded by the Financial Planning 1 course, is meant to assist students in preparing for financial planning careers in the financial services industry. On completion of both courses, students will be eligible to sit an examination set by the Canadian Securities Institute Global Inc. (CSI) for licensing purposes.
In this second course, students will build on the practical knowledge base learned from Financial Planning 1. Students will study components of a financial plan such as: tax planning, retirement planning, estate planning, and investment management. They will get a good understanding of Government and private pension plans together with other retirement savings plans and their applications to retirement planning. The significance of wills and power of attorney will be stressed in estate planning. Furthermore, they will learn about how business and family laws impact financial planning.
