Course Title:

Personal Financial Planning


College of Extended Learning - UNB

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.

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 so as to live stress-free financial lives and to be able 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,
how to avoid credit traps and 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 lifest ...

Elements of this syllabus are subject to change.

Please visit the school's official website or social networks for the latest training price and schedule.

Phone No.: 1-866-599-4646

School Address/Venue(s):

6 Duffie Drive, 2nd Floor, Wu Centre, UNB Fredericton Campus
Fredericton, NB E3B 5A3

Free Course List: Fredericton

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