Personal financial planning is a major growth industry with very rewarding career opportunities. This course will help manage family finances more effectively. This course is in addition to FINC 3480 and ACCT 3151 that cover the required content leading towards FP Canada's Qualified Associate Financial Planner (QAFP) and Certified Financial Planner (CFP) designations. The varied topics presented within Personal Finance II include protection from unwanted communications / financial abuse, government benefit plans, economics, loan types, foreign pensions, and foundations of law. Also, Personal Finance II ties together the many concepts learned earlier and challenges the student to demonstrate mastery of their knowledge in a case study. A comprehensive financial plan will be written for a family demonstrating competency in a wide range of financial planning topics, including content from the prerequisite courses.
Personal financial planning is a major growth industry with very rewarding career opportunities. This course will help manage family finances more effectively. This course is in addition to FINC 3480 and ACCT 3151 that cover the required content leading towards FP Canada's Qualified Associate Financial Planner (QAFP) and Certified Financial Planner (CFP) designations. The varied topics presented within Personal Finance II include protection from unwanted communications / financial abuse, government benefit plans, economics, loan types, foreign pensions, and foundations of law. Also, Personal Finance II ties together the many concepts learned earlier and challenges the student to demonstrate mastery of their knowledge in a case study. A comprehensive financial plan will be written for a family demonstrating competency in a wide range of financial planning topics, including content from the prerequisite courses.
