Thunder Bay • Orillia

Honours Bachelor of Commerce (Finance Major)(TB) - Personal Financial Planning

Business 4099 Personal Financial Planning
Personal Financial Planning will be of interest to those students who wish to pursue a career in the financial services industry. This course will also interest those who are currently employed in the financial services industry and who have a desire to strengthen their foundational knowledge. All elements of the personal financial planning cycle will be addressed, including: goal setting, measurement and control of personal wealth, income tax planning, risk management, insurance, credit and debt management, home buying and financing, retirement planning, estate planning and savings and investment. A software package in personal finance will be introduced and utilized throughout the course.
Credit Weight: 0.5
Prerequisite(s): Business 2039 or permission of the instructor
Offering: 3-0; or 3-0