Financial Planning
Description
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.
Note: Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.
Related Programs
- Business - Human Resources (Two-Year Ontario College Diploma)
- Business - Supply Chain and Operations (Two-Year Ontario College Diploma)
- Business Fundamentals (One-Year Ontario College Certificate)
- Business - Marketing (Two-Year Ontario College Diploma)
- Business Administration - Human Resources (Three-Year Ontario College Diploma)
- Business - Accounting (Two-Year Ontario College Diploma)
Overview
- Institution: Durham College
- Level: College
- Language: English
- Course Code: FIN1289
- Delivery Method: Fully Online/Distance
Disclaimer:
Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.
Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.