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COMMERCE 4FM3

PERSONAL FINANCIAL PLANNING AND ADVISING

Undergraduate

Winter 2026 · Personal Finance:Plan&Advise · C01

Readings

  • Tax Planning For You And Your Family 2023
    Carswell · Required
    ISBN 9781668703700
Winter 2026

Topics

  • financial planning
  • financial management
  • personal finance
  • insurance
  • tax planning
  • budgeting
  • risk management
  • estate planning
  • decision making
  • FinTech
  • trust
  • business income
  • options

Readings

  • KPMG Tax Planning for You and Your Family
    2023 · required
Sources