Loading...

Course Description

This course introduces a framework of basic principles and the financial planning techniques used in professional practice. Topics include setting goals and budgeting, family life cycle, taxation, insurance, managing credit and debt, home ownership and investment principles and types.

Notes

This course is online and asynchronous except for its mid term and final exam, which is held in person (beginning Fall 2022). This means that you typically will not have to be online at specific times. You will engage in course-related activities through online tools such as announcements, discussions, and email. Your course learning will be based on weekly module content and activities that you can work through independently. Note: There will be deadlines for assignment submissions, and you may be expected to participate in discussion board interactions with your peers on a regular basis.

Your instructor may also include occasional scheduled sessions for Q&As and other discussion activities using web conferencing tools such as Zoom and Google Meet. Details will be included in your course outline, which will be available on the first day of classes.

On-campus exam requirement: Beginning Fall 2022, your mid term and final exam will be written in person at the Toronto Metropolitan University campus. If you live more than 100 km from the TMU campus, you may arrange to write your exam off campus using an approved off-campus invigilation service. Details on how to arrange off-campus invigilation will be provided prior to the first day of class. 

Requisites

Prerequisite: CFIN 300 or HTA 602 or AFF 210
Antirequisite: AFF 502

Relevant Programs

Loading...
Course Sections
Class Number
5569
Type
LEC
Dates
Sep 12, 2022 to Dec 16, 2022
Delivery Options
Online  
Fees
Domestic Fee non-credit $580.52 Click here to get more information
International Fee non-credit $0.00 Click here to get more information
Class Number
5571
Type
LEC
Dates
Jan 16, 2023 to Apr 21, 2023
Delivery Options
Online  
Fees
Domestic Fee non-credit $580.52 Click here to get more information
International Fee non-credit $0.00 Click here to get more information
Class Number
1224
Type
LEC
Dates
May 01, 2023 to Jul 28, 2023
Delivery Options
Online  
Fees
Domestic Fee non-credit $580.52 Click here to get more information
International Fee non-credit $0.00 Click here to get more information
Class Number
1223
Type
LEC
Dates
May 01, 2023 to Jul 28, 2023
Delivery Options
Online  
Fees
Domestic Fee non-credit $580.52 Click here to get more information
International Fee non-credit $0.00 Click here to get more information