University of Calgary

FNCE 777 - Personal Financial Management in Canada - Fall 2016

Introduction to personal financial management in Canada. 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 overview of investments, retirement planning and estate planning. Completion of a personal financial plan by the end of the course.
This course may not be repeated for credit.


  • H(3-3T)


  • May not be used as part of a student's major in Finance. Also known as: (formerly Management Studies 761)


  • Finance 601.


This course will be offered next in Fall 2017.
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