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Course Description

A woman's hands filling out a form with a silver pen and holding a phone in her other hand

This introductory course is designed to help students develop and achieve their personal goals in financial management.

Note: This course can be taken individually or as a part of a certificate program.

Learning Outcomes

By the end of the course, the learner should be able to:

  • Assess personal financial situations, prepare relevant financial statements and set meaningful financial goals
  • Manage consumer credit, use the financial system to tap into credit sources for housing and other major expenditures
  • Avoid consumer credit traps and apply strategies for paying off debts as fast as possible
  • Identify insurance needs and manage personal risks with the appropriate choice of insurance and other mechanisms;
  • Describe how financial markets and financial securities work and make appropriate selections of savings vehicles, stocks, bonds, and mutual funds
  • Create a plan to achieve a desirable post-retirement lifestyle
  • Use estate planning to meet the needs of dependents and to insure the orderly transfer of assets
  • Demonstrate the ability to apply basic calculations for personal financial and investment analysis

Course Topics

  • Personal Financial Planning
  • Income Tax Strategies
  • Banking Services of Financial Institutions
  • Consumer Credit
  • Finances of Housing
  • Insurance
  • Investing
  • Retirement
  • Estate Planning

Additional Requirements

Additional Requirements

Prerequisite(s): 5.00 credits

Equate(s): COST*2100


Assessment Item Weight
Participation in Discussions 16%
Financial Planning Assignment 10%
Income Tax Assignments 4%
Case Study 10%
Quizzes 20%
Online Final Exam 40%
Total 100%

Note: You must pass the final exam in order to pass this course.


Additional Technical Requirements

This course will use McGraw-Hill Connect. Connect is a digital learning environment administered by McGraw-Hill Education. Visit their website to complete a check that ensures your computer meets the Connect system requirements.

Virtual Classroom is a video conferencing tool used to facilitate synchronous virtual meetings. You are responsible for ensuring that your computer system meets the necessary system requirements. You will need to have a microphone, headset or speakers, and a webcam to participate fully in Virtual Classroom sessions.

This course will use the Respondus tool to invigilate one or more exams. In order to use Respondus LockDown Browser and Monitor, you must meet the following technical requirements:

  1. Operating Systems: Windows 10, 8, 7; Mac OS X 10.10 or higher.
  1. Memory: Windows 2 GB RAM; Mac 512 MB RAM.
  1. For Mac users: Safari must function properly on the computer.
  1. Mac users must have Adobe Flash Player installed to Safari, even if a different browser is normally used.
  1. Functioning webcam and microphone. The webcam and microphone can be built into your computer or can be the type that plugs in with a USB cable. (You will be required to do an environment scan of your room, so please ensure you can move your computer, laptop or webcam for this scan.)
  1. A broadband Internet connection. It is recommended that you access the Internet via a wired connection.

Applies Towards the Following Certificates

Technical Requirements

You are responsible for ensuring that your computer system meets the necessary system requirements. Use the browser check tool to ensure your browser settings are compatible and up to date (results will be displayed in a new browser window).

*Course details are subject to change.


Enrol Now - Select a section to enrol in

Section Title
Personal Financial Management
September 10, 2020 to December 04, 2020
Contact Hours
Delivery Options
Course Fee(s)
Domestic Tuition Fee (0.5 units) $683.39 Click here to get more information
International Tuition Fee (0.5 units) $2,748.00 Click here to get more information
Available for Credit
0.5 units
Section Notes

Note:  If you are in a degree program at the University of Guelph, please DO NOT register using the link above.  You must register through WebAdvisor.

Connect Publishes Access Code is not required for completion of this course, however, you may find this to be a helpful learning resource.

Section Materials
  • Textbook (Confirmed) (Mandatory) Personal Finance by J. Kapoor, L. Dlabay, R.J. Hughes, and A. Ahmad. © 2018 McGraw-Hill Education Canada 7th Canadian edition ISBN 9781259650659 or 9781259651465
  • Publishers Access Code (Confirmed) (Optional) Connect Access McGraw-Hill
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