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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

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

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

Applies Towards the Following Certificates

*Course details are subject to change.

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Section Title
Personal Financial Management
Type
Online
Dates
January 06, 2020 to April 03, 2020
Contact Hours
36.0
Delivery Options
Online  
Course Fee(s)
Domestic Tuition Fee (0.5 units) $683.39 Click here to get more information
International Tuition Fee (0.5 units) $2,504.99 Click here to get more information
Available for Credit
0.5 units
Section Notes

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

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 (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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