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Comprehensive Financial Planning FMGT 4830

Financial Management Course

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International Fees

International fees are typically three times the amount of domestic fees. Exact cost will be calculated upon completion of registration.

Course details

This is the concluding course in the Diploma program in personal Financial Planning. It is designed to provide students with an applied understanding of the principles and applications related to financial planning. It draws on subjects learned in the prerequisite courses and covers advanced topics and case studies designed to equip the student with the knowledge and skills necessary to advise individuals. The primary topics include: taxation, insurance and risk management, retirement planning, investments, ethics and estate planning.

Prerequisite(s)

Credits

5.5

Not offered this term
This course is not offered this term. Please check back next term or subscribe to receive notifications of future course offerings and other opportunities to learn more about this course and related programs.

Learning Outcomes

Upon successful completion of FMGT 4830, the student will be able to:

  • Combine their knowledge of cash management, risk management, retirement, investment, taxation, and estate planning to achieving a client's financial objectives.
  • Develop and employ sophisticated strategies in a personal financial setting.
  • Design, implement and support a comprehensive written financial plan targeted to a particular set of personal financial circumstances.
  • Assess the requirements necessary to the successful operation, administration and management of a personal financial planning practice.
  • Challenge the Financial Planner's Standards Council's professional examination leading to the Certified Financial Planner (CFP®) designation.

Effective as of Winter 2009

Related Programs

Comprehensive Financial Planning (FMGT 4830) is offered as a part of the following programs:

  • Indicates programs accepting international students.
  • Indicates programs with a co-op option.

School of Business + Media

  1. Financial Planning
    Diploma Full-time

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