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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 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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Type
Online
Dates
Sep 22, 2020 to Sep 29, 2020
Type
Online Synchronous
Days
T
Time
6:30PM to 8:30PM
Dates
Sep 29, 2020 to Nov 03, 2020
Schedule and Location
Hours
15.0
Delivery Options
Course Fees
Fee before GST non-credit $325.00
Reading List / Textbook

Title: Personal Finance for Canadians for Dummies
Edition: 6
Authors: Eric Tyson, Tony Martin
Publisher: For Dummies
ISBN: 978-1119522799

Visit the UCalgary Bookstore at www.calgarybookstore.ca.

Section Notes

This course will open one week prior to synchronous classes so students may complete asynchronous coursework at their own pace. Synchronous classes are held online in real time (Mountain Time) at the specified time and dates.

This course uses:

  • Desire2Learn (D2L), an online learning management system. The instructor will post your course outline and other materials in D2L.
  • Zoom web conferencing software.

For more information, please visit our Online Learning Resources.

Unless notified, all online courses are available at 9 am MT the day before the start date. Students who register on (or after) the start date will receive access within one day of registration.

Unless otherwise stated, notice of withdrawal or transfer from a course must be received at least seven calendar days prior to the start date of the course.

Type
Class
Days
T
Time
6:00PM to 9:00PM
Dates
Feb 23, 2021 to Mar 23, 2021
Schedule and Location
Hours
15.0
Delivery Options
Course Fees
Fee before GST non-credit $325.00
Reading List / Textbook

Title: Personal Finance for Canadians for Dummies
Edition: 6
Authors: Eric Tyson, Tony Martin
Publisher: For Dummies
ISBN: 978-1119522799

Visit the UCalgary Bookstore at www.calgarybookstore.ca.

Section Notes

This course uses Desire2Learn (D2L), an online learning management system. The instructor will post your course outline and other materials in D2L. For more information about D2L, please visit our Online Learning Resources.

Unless otherwise stated, notice of withdrawal or transfer from a course must be received at least seven calendar days prior to the start date of the course.

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