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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Online Synchronous
6:00PM to 9:00PM
Oct 15, 2024 to Nov 12, 2024
Schedule and Location
Delivery Options
Course Fees
Fee before GST non-credit $329.00
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

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 the course outline and other materials in D2L.
  • Zoom web conferencing software.

To fully participate in the live sessions, students will need: an internet connection, a reliable headset with microphone and a webcam.

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 registering on (or after) the start date will receive access within one day of registration.

Students unfamiliar with online learning are encouraged to take our free Digital Skills for Learning Online course.

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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