REGISTRATION IS OPEN FOR FEBRUARY-START COURSES.

Please note: Program and course information and registration services on the Professional and Part-time Learning website will not be available from Friday, February 14 at 5 p.m. to Monday, February 17 at 6 a.m. due to a scheduled service outage. We apologize for the inconvenience. For questions about Professional and Part-time Learning, please contact us.

Connect with Us

Financial Planning

Code:
FIN 1289

This course is an introduction to the components of personal financial planning, including personal financial statements, taxation, credit, risk management, investment, retirement, and estate, and an introduction to the financial planning process. Upon completion, students will demonstrate knowledge of terminology and features of financial products and strategies. Understanding the needs of the client, they will be able to create and follow up relevant financial goals that are specific, measurable, actionable, realistic and time-sensitive. They will be able to apply financial tools including present value/future value calculations, and personal financial statement analysis to identify constraints and opportunities specific to individual situations. Students will combine these processes to complete a simple financial plan.

Notes:


Course Delivery Method:

This course is delivered Online Asynchronously. For more information on the delivery methods, click here.


Equivalents:

  • FINC 1100

Scheduled Dates

Click here to be informed when this course becomes active

CRN Day Date Time Hours Location/
Delivery Method
Fee Availability
10722January 14, 2025 to April 22, 202512:00 am - 12:01 am42Semester Intake Online$298.50CLOSEDNotify Me