University of Calgary

FNCE 477 - Personal Financial Management in Canada - Fall 2016

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.
This course may not be repeated for credit.


  • H(3-3T)


  • This course may not be used towards the Finance concentration. Also known as: (formerly Management Studies 577)


  • Admission to the Haskayne School of Business and successful completion of 84 units (14.0 full-course equivalents) including Finance 317.


  • Credit for both Finance 477 and 343 or Management Studies 559.03 will not be allowed.


  • LEC 1MW 15:30 - 16:45
    TUT 1T 15:30 - 18:15
This course will be offered next in Fall 2017.
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