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Course description

This course is an introduction to the areas of financial planning and financial services. Topics covered include: financial planning, financial markets, investment portfolios, securities regulations, consumer debt, retirement and estate planning.

Course details

Hours: 42
Credits: 3
Prerequisites: None
Corequisites: None

Build courses into a credential

This course is part of the following program(s):

Credit transfer

Have you taken this course or an equivalent course? Contact the Credit Transfer Office.

Dates
Day/Time
Delivery
Campus
Cost
Availability
Starts: Jan. 11, 2027
Ends: Apr. 24, 2027
Day/Time: Tues. 5:00 pm – 7:00 pm Wed. 5:00 pm – 7:00 pm
Delivery: Online - Synchronous
Campus: Online
Cost: $536.24
Register

Registration dates

Not all courses are offered each term.

Winter 2027 registration is open.
Spring 2027 registration opens March 1, 2027.

Delivery options

In person: classes held in person on a campus/site in a classroom/lab/shop/studio for the course duration

Online - Asynchronous: ​100% online delivery, no scheduled day or time course requirements with the instructor, assigned due dates

Online - Synchronous: 100% online delivery, scheduled day and time course requirements with the instructor, assigned due dates

Hybrid: any combination of in person, timetabled, on campus, online, and hyflex delivery