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
31790 OE01 May. 07 - Jun. 20, 2024
Delivery Status
Evening, Online Open
Meeting Times:
  • May. 7 to Jun. 20 - Tuesday, Thursday: 6:00 PM - 9:50 PM

All times shown are in MT

Notes: All of your course activity is done online and there is no requirement to be 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: June 20