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Personal Financial Planning 2 FMGT 4810

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 course covers advanced topics and also draws on subjects learned in the six prerequisite courses of the Associate Certificate in Financial Planning program. A combination of lectures, discussions and case studies provide for an interesting course for individuals interested in pursuing a career in financial planning and/or preparing to write the CFP exam. The Associate Certificate in Financial Planning is a Financial Planning Standards Council (FPSC®) pre-approved Core Curriculum program and meets Certified Financial Planner® (CFP) program academic requirements. For further information about earning the CFP designation, please visit fpcanada.ca/students-and-candidates/paths-to-certification

Prerequisite(s)

Credits

3.0

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 this course, the student will be able to:

  • Be able to use their knowledge of tax, retirement, estate planning, cash management, investment and risk management to develop and implement a comprehensive written plan that will achieve their own or a client's overall financial objectives.
  • Have fulfilled the academic eligibility requirements to write the Financial Planners Standards Council's professional proficiency examination leading to the Certified Financial Planner (CFP) designation.

Effective as of Winter 2010

Related Programs

Personal Financial Planning 2 (FMGT 4810) is offered as a part of the following programs:

School of Business + Media

  1. Financial Management (Finance Option)
    Certificate Part-time
  2. Financial Management (Financial Planning)
    Associate Certificate Part-time
  3. Financial Planning
    Diploma Part-time

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