University of Calgary

MGST 761 - Personal Financial Management in Canada - Winter 2013

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


  • Finance 601 or equivalent.


This course will be offered next in Winter 2014.
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