Advising for Finance Professionals

FNCE3360

  • Requisites: Pre-Requisites: [FNCE2280 and FNCE2252] or [FNCE2280 and FIN-P2] or [FNCE2280 and COOP-FINP2].
  • Course Equivalencies:
  • Open Studies: Available
  • Credits: 3.00

Finance Professionals are tasked with fostering strong relationships with clients, achieving client financial goals, expanding their client portfolio, all while elevating their professional practice. Students will learn the importance of creating valuable relationships with their clients and strategies to enhance and excel in their chosen profession.

View Course Outline

Upcoming Sessions

Class Section Dates
32301 OE01 May. 05 - Aug. 15, 2025
Delivery Status
Evening, Online Open
Meeting Times:
  • May. 6 to 13 - Tuesday: 6:00 PM - 9:50 PM
  • May. 20 to 27 - Tuesday: 6:00 PM - 9:50 PM
  • Jun. 3 to 10 - Tuesday: 6:00 PM - 9:50 PM
  • Jun. 17 to 24 - Tuesday: 6:00 PM - 9:50 PM
  • Jul. 1 to 8 - Tuesday: 6:00 PM - 9:50 PM
  • Jul. 15 to 22 - Tuesday: 6:00 PM - 9:50 PM
  • Jul. 29 to Aug. 12 - Tuesday: 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: Tuesday August 12