FIN 4435 - Financial Planning I

Credits: 4

This course is designed for students interested in pursuing careers in the financial planning profession and for those wishing to learn how to manage their own financial affairs and make wise financial decisions. The course provides students with the knowledge, skills and competence necessary to make and advise on individual financial planning decisions such as risk management and insurance, retirement, tax, education, and large purchase planning. Students will have a solid understanding of the personal financial planning process and the use of quantitative and qualitative tools to measure financial well-being, manage liquidity, debt, & credit, and estimate insurance and retirement needs. Students will also learn communication and counselling strategies and techniques found to be effective in personal and professional interactions. Finally, students will learn insights from the consumer behavior and behavioral finance fields that will help them guide their clients, and their own, financial planning process.
Prerequisite(s): FIN 3315
Corequisite(s): FIN 3325
Note: This course will fulfill a required elective for the following concentration(s):

Corporate Finance and Investments