Personal Finance I: Financial Planning Overview

1.00 credits · Undergraduate

This course introduces foundational concepts for those interested in financial planning as a career opportunity, and for those wishing to learn how to manage their personal finances effectively. This course teaches financial planning processes to help achieve financial life goals. Mathematical calculations and processes involved in preparing financial plans for an individual or family unit are thoroughly covered. Objectives of this course include learning effective planning processes supported by time value of money calculations, taxation expense minimization strategies, family law structures and their implications for finances, advantages of registered plans and other government programs, and how to achieve a comfortable retirement.