Personal Financial Planning

College of Extended Learning - UNB
Fredericton, New Brunswick, Canada

Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced

Course Description:

'' The objective of this course is to introduce students to the fundamental principles of financial decision-making; and how these principles are applied to personal financial planning. Students will learn the concepts and methods necessary in developing personal financial plans as well as the financial planning process applied in professional practice. Topics to be covered include the fundamental principles of finance, financial goal setting, budgeting, tax planning, cash management, personal credit, investment planning, insurance planning, retirement and estate planning. There is equal emphasis on the analytical principles underlying Personal Financial Planning as on the application of those principles. Thus an important component of this course is learning how to prepare a comprehensive financial plan.

At the end of the course it is expected that students will acquire the necessary concepts and skills to be able to optimize their lifetime income and expenditure flows and to give sound personal financial planning advice based on well founded principles. Specifically, you should be able to:

clearly assess personal financial situations, prepare relevant financial statements including a budget and set meaningful financial goals;
know how to manage credit, use the financial system to tap into credit sources for housing and other major expenditures, avoid credit traps, learn strategies for paying off debts as fast as possible;
understand insurance needs and manage personal risks with the appropriate choice of insurance and other mechanisms;
understand how financial markets and financial securities work and be able to make the right selection of stocks, bonds, or mutual funds;
design proper retirement and estate plans so as to have the desirable post-retirement lifestyle. ...''

Elements of this syllabus are subject to change.

Phone:1-866-599-4646

School Address/Venue(s):

P.O. Box 4400, Fredericton, New Brunswick E3B 5A3 Canada

Jobs & Resumes: Fredericton
Houses & Roommates: Fredericton
Travel Agencies: Fredericton

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