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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6:00PM to 9:00PM
Sep 29, 2020 to Oct 27, 2020
Schedule and Location
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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