Personal Financial Management in Canada

3 credits · Undergraduate Programs

An introduction to personal financial management in Canada. Topics covered may include goal setting, personal financial statements analysis, the time value of money, the Canadian personal income tax system, taxation issues for small businesses, risk management, an introduction to investments, retirement planning and estate planning. Students will be expected to display a comprehensive knowledge of the tools necessary to complete their own personal financial plan. Prerequisite(s): Admission to the Haskayne School of Business and 48 units including Finance 317. Antirequisite(s): Credit for Finance 477 and any of Finance 343, Management Studies 577 or 559.03 (Personal Financial Mgmt In Canada) will not be allowed.