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Course Description

Foundations of Personal Financial Management

To make smart decisions with your money, you need a broad understanding of personal finance and financial management in all areas of your financial life. Start by looking at the big picture and gain a solid overview of topics such as the financial planning process, own versus leasing a vehicle, retirement accounts, pension plans, investment concepts and advice, taxation, estate planning topics, the impact of COVID-19 and various types of insurance.

Course Details

By completion of this course, successful students will be able to:

  • Describe the steps in the financial planning process, retirement and investment planning concepts, basic taxation understanding and estate planning issues.

  • Identify the terminology used by financial advisors and other investment and estate professionals.

  • Apply the information learned to proactively participate in discussions about retirement, investments, debt payback, insurance and estate issues.

  • Analyze and prioritize the issues affecting your own financial situations and create a roadmap to planning for your present and future needs.

  • Discuss current financial management topics and market trends and conditions.

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Thank you for your interest...

Unfortunately, this course is not currently open for enrolment.

If you have a Professional and Continuing Education account, take note of the course number and submit a course inquiry to be notified if new sections become available.

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