(3 credits) 3 hours lecture
This is part two of two courses intended to prepare students for the Canadian Securities Institute Exam. This course is intended to prepare students to effectively work in financial services. Building on material from the first course, students will examine portfolio building and financial planning and management. Students will write the Institute's Canadian Securities Course™ exam as part of completion for this course. As part of this course, students will be required to develop a comprehensive financial plan.
Pre or Co-requisites: Finance 3301.