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Course Description

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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Enrol Now - Select a section to enrol in

Type
Class
Days
T
Time
6:00PM to 9:00PM
Dates
Oct 22, 2019 to Nov 19, 2019
Schedule and Location
Hours
15.0
Delivery Options
Course Fees
Fee before GST non-credit $325.00
Instructor(s)
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 ten calendar days prior to the start date of the course.

Type
Class
Days
T
Time
6:00PM to 9:00PM
Dates
Feb 18, 2020 to Mar 17, 2020
Schedule and Location
Hours
15.0
Delivery Options
Course Fees
Fee before GST non-credit $325.00
Instructor(s)
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 ten calendar days prior to the start date of the course.

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