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Course Description

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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%
Final Exam 40%
Total 100%



Additional Technical Requirements

This course will use the following:

  • Respondus tool to invigilate one or more exams.  

Please view the Technical Considerations.

Applies Towards the Following Certificates

Technical Requirements

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*Course details are subject to change.

Enrol Now - Select a section to enrol in
Section Title
Personal Financial Management
May 11, 2023 to August 04, 2023
Contact Hours
Delivery Options
Course Fee(s)
Domestic Tuition Fee (0.5 units) $683.39 Click here to get more information
Domestic Tuition Fee - Non-Ontario (0.5 units) $713.81 Click here to get more information
International Tuition Fee (0.5 units) $3,106.72 Click here to get more information
Available for Credit
0.5 units
Reading List / Textbook

Note: Either the print or e-text version of the textbook is acceptable for use in this course.

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


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.


Section Materials
  • Textbook (Unconfirmed) (Mandatory) Personal Finance by Jack R. Kapoor, Les R. Dlabay, Robert J. Hughes, Lewis Stevenson, Ernest J. Kerst © 2021 McGraw-Hill Education Canada 8th Canadian edition ISBN Print: 9781260326956 eBook&Connect: 9781264160129
  • Publishers Access Code (Unconfirmed) (Optional) ISBN Connect: 9781260890198
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