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.
Prerequisite(s)
- Finance 601. Also known as: (formerly Finance 777)
Sections
| LEC 1 | R 18:30 - 21:15
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| Notes:
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This course will be offered next in
Fall 2023.