Personal Financial PlanningSchool/Trainer:Fredericton, New Brunswick, Canada
Course format: Online
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 a successful personal financial plan. Students will also learn financial planning as it is done in professional practice. Topics to be covered include the fundamental principles of finance, financial goal setting, budgeting, tax planning, cash management, personal credit, investment, insurance, 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.
Elements of this syllabus are subject to change.
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Phone No.: 1-866-599-4646
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Personal Financial Planning