Personal Financial Planning II - BUSD 2040

Using the technical information provided in Personal Financial Planning I and Financial Markets and Products, learners have the opportunity for practical application of personal financial planning. The focus of the course is on evaluating customer needs and applying the financial planning process and practices to provide appropriate recommendations.

Note: Prerequisite BUSD 2031 Co-requisite: BUSD 2042 Restricted to Business Admin and Open Studies

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