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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.


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