Introduction to Financial Planning

FNCE1125

  • Requisites: This course is not available to students who have been Provisionally Admitted into their program.
  • Course Equivalencies: BUSF855, JRSB125
  • Open Studies: Available
  • Credits: 3.00

In the financial services industry, advisors/planners need to have a strong understanding of financial concepts; such as tax, banking, credit, investments, and retirement planning. In Introduction to Financial Planning, students will learn to recognize and work with financial planning tools related to areas such as financial management, tax, insurance and risk, investments, retirement, and estate planning.

View Course Outline

Upcoming Sessions

Class Section Dates
30567 O01 May. 08 - Jun. 27, 2023
Delivery Status
Online Open

Notes: All of your course activity is done online and there is no requirement to be on campus.
Some of your coursework will be scheduled for certain dates and times and you will also have some flexibility in determining when to do your coursework.
There is a blend of instructor teaching and student self-directed activity.
A waitlist is available for this section. Students may be auto-enroled from the waitlist if (1) space becomes available before the last date/time to enrol, and (2) that they currently satisfy all requirements for enrolment. Being on the waitlist does not guarantee enrolment in the section
No deliverables on holidays

Class Section Dates
30566 E01 May. 09 - Jun. 22, 2023
Delivery Status
Evening Open
Meeting Times:
  • May. 9 to Jun. 22 - Tuesday, Thursday: 6:00 PM - 9:50 PM

All times shown are in MT

Notes: All of your course activity is done in-person and on- campus.
Your classes are scheduled for certain dates and times.
There is a blend of instructor teaching and student self-directed activity.
A waitlist is available for this section. Students may be auto-enroled from the waitlist if (1) space becomes available before the last date/time to enrol, and (2) that they currently satisfy all requirements for enrolment. Being on the waitlist does not guarantee enrolment in the section
Final Exam: Tuesday June 22, 2023