In this course students will learn the six steps of personal financial planning including goals setting, personal financial statements, debt management, mortgages, as well as savings and retirement plans in Canada. Time value of money calculations will be used throughout to assess progress towards financial goals. Taxation for financial planning and an introduction to retirement and estate planning is also covered. Each student will make their own financial plan.
45 credits of 100-level or higher coursework; or 6 NABU credits
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.
Please note: Course outlines of record posted may vary from the section syllabus distributed by each instructor (e.g. textbooks, assignments, timing of midterms).
|Fall 2021 onwards|