Course Description

BU413 Personal Financial Planning and Management 0.5

This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term.

Prerequisite: BU383 and BU393.

Exclusion: BU493f.

DRAFT electronic version updated at 1:45 p.m. January 30, 2003

M. Watson, Editor Course Timetable