Course Code: FIN 4502
Academic Year: 2024-2025
This capstone course will allow students to apply their knowledge and skills acquired in earlier courses and their work term to undertake a comprehensive analysis of an individual's financial planning needs and develop and communicate integrative recommendations. The project will incorporate in a holistic manner component modules of the Bachelor of Commerce Finance degree, with an emphasis on ethics, business communications, marketing, equity investments, fixed income, portfolio management, risk management and estate planning, retirement planning, investment planning, and tax planning.