University of Calgary

FNCE 617 - Personal Financial Management in Canada - Fall 2021

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.

Hours

  • (3-0)

Prerequisite(s)

  • Finance 601. Also known as: (formerly Finance 777)

Sections

This course will be offered next in Fall 2023.
Powered by UNITIS. More features.