Learn more about the academic programs we are delivering in Summer 2025. If you have any questions about part-time studies, please contact us.
Students will be introduced to the financial planning profession, the process of financial planning, and the six financial planning areas. They will focus on collecting and analyzing an individual's personal and financial information in support of making recommendations to improve the individual's current and future financial circumstances. An emphasis will be placed on improving the client's cash flow and net worth through the appropriate use of credit facilities.