Financial Planning
Course Information
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.
Intake S24 SEM
Start Date May 14 / 2024
End Date Aug 20 / 2024
Prerequisite(s):
n/a
Computer Software Requirements:
n/a
Chats:
n/a
Group Work:
n/a
Registering college code:
CG-OLRN1579
Host college code:
DU-FIN1289
How to register
Registration is completed online via the Student Portal. When registering for a course, it is not necessary to include the 2-digit college code prefix (e.g. OLRN1715, not CG-OLRN1715). For more information, visit https://continuing-education.conestogac.on.ca/ontario-learn.
Contact
Conestoga College
Email : OntarioLearn@conestogac.on.ca
299 Doon Valley DriveKitchener, ON
N2G 4M4
Phone : xxx
Fax :