3.00 credits
(4,0,0)
15 wks
In this course students will apply the six steps of personal financial planning. The topics covered will include goal setting, personal financial statements, debt management, mortgage qualification, tax planning, personal insurance, investing, retirement planning, and an introduction to estate planning. Time value of money calculations will be used throughout to assess progress towards financial goals. Each student will make their own financial plan.
Prerequisites
30 credits of 100-level or higher coursework; or 6 NABU credits
Course Notes
BFIN 306 is an approved Numeracy course for Cap Core requirements. BFIN 306 is an approved Quantitative/Analytical course for baccalaureate degrees.
BFIN 306 is equivalent to BFIN 286. Duplicate credit will not be granted for this course and BFIN 286.
Course Outlines
Please note: Course outlines of record posted may vary from the section syllabus distributed by each instructor (e.g. textbooks, assignments, timing of midterms).
| Effective Term |
|---|
 Fall 2021 onwards |