This reference describes the indicated catalogue. Check with the institution to confirm the current offer and the conditions applicable to your intake.
Description
Introduction to Personal Financial Planning Financial goal setting, evaluating the financial implications of goals, preparation and analysis of personal financial statements, understanding personal credit and debt; emphasis on mortgage borrowing, investment alternatives for individuals and families, personal taxes, basic insurance products desired for family protection, financial planning in retirement and estate planning. Lectures, case discussion, 3 hours per week. Restriction: not open to BAcc, BBA, BBE, BCB and combined Business majors. Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.
Conditions and arrangements
- Restriction: not open to BAcc, BBA, BBE, BCB and combined Business majors.
- Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.
Reference text in its original language
Introduction to Personal Financial Planning Financial goal setting, evaluating the financial implications of goals, preparation and analysis of personal financial statements, understanding personal credit and debt; emphasis on mortgage borrowing, investment alternatives for individuals and families, personal taxes, basic insurance products desired for family protection, financial planning in retirement and estate planning. Lectures, case discussion, 3 hours per week. Restriction: not open to BAcc, BBA, BBE, BCB and combined Business majors. Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.
- Restriction: not open to BAcc, BBA, BBE, BCB and combined Business majors.
- Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.
Sources and references
Dates and sources are retained to help you verify the information. Translations are provided to facilitate reading; the official source governs conditions and requirements.
Source reference : https://brocku.ca/webcal/2024/undergrad/busi.html