Description
Capstone course applying knowledge from FP-I and FP-II to real-world case studies. Students integrate financial management, insurance, retirement, and estate planning concepts to develop comprehensive financial plans and demonstrate professional judgment in practical client-focused scenarios.
Prerequisites
- Prerequisite(s): BUSI 3535 .
Conditions and arrangements
- Prerequisite(s): BUSI 3535 .
- Lecture three hours a week.
Reference text in its original language
Capstone course applying knowledge from FP-I and FP-II to real-world case studies. Students integrate financial management, insurance, retirement, and estate planning concepts to develop comprehensive financial plans and demonstrate professional judgment in practical client-focused scenarios.
- Prerequisite(s): BUSI 3535 .
- Lecture three hours a week.
Sources and references
Dates and sources are retained to help you verify the information. Translations are provided to facilitate reading; the official source governs conditions and requirements.
Source reference : https://calendar.carleton.ca/undergrad/courses/BUSI/