Personal Financial Planning
|[pic] |University of New Brunswick |
| |Faculty of Business Administration |
| | |
| |2011-2012 Academic Year |
ADM 3445 (FR01B)
Personal Financial Planning
Course Outline
Instructor: E. Otuteye Term: Winter 2012
Office: SH 362 Day(s): W
Phone: 506 458-7354 Time: 7:00-9:50pm
Email: otuteye@unb.ca Classroom: SH 161
Office hours: Th, F 2:00 – 3:00; by appointment; also, usually available immediately after class.
COURSE OBJECTIVE AND DESCRIPTION:
The objective of this course is to introduce students to 1. the fundamental principles of financial decision-making; and 2. how these principles are applied to personal financial planning.
Students will learn the concepts and methods necessary in developing personal financial plans as well as the financial planning process applied in professional practice. Topics to be covered include the fundamental principles of finance, financial goal setting, budgeting, tax planning, cash management, personal credit, investment planning, insurance planning, retirement and estate planning. There is about equal emphasis on the analytical principles underlying Personal Financial Planning as on the application of those principles. Thus an important component of this course is learning how to prepare a comprehensive financial plan.
At the end of the course it is expected that students will acquire the necessary concepts and skills to be able to optimize their lifetime income and expenditure flows and to give sound personal
| |Faculty of Business Administration |
| | |
| |2011-2012 Academic Year |
ADM 3445 (FR01B)
Personal Financial Planning
Course Outline
Instructor: E. Otuteye Term: Winter 2012
Office: SH 362 Day(s): W
Phone: 506 458-7354 Time: 7:00-9:50pm
Email: otuteye@unb.ca Classroom: SH 161
Office hours: Th, F 2:00 – 3:00; by appointment; also, usually available immediately after class.
COURSE OBJECTIVE AND DESCRIPTION:
The objective of this course is to introduce students to 1. the fundamental principles of financial decision-making; and 2. how these principles are applied to personal financial planning.
Students will learn the concepts and methods necessary in developing personal financial plans as well as the financial planning process applied in professional practice. Topics to be covered include the fundamental principles of finance, financial goal setting, budgeting, tax planning, cash management, personal credit, investment planning, insurance planning, retirement and estate planning. There is about equal emphasis on the analytical principles underlying Personal Financial Planning as on the application of those principles. Thus an important component of this course is learning how to prepare a comprehensive financial plan.
At the end of the course it is expected that students will acquire the necessary concepts and skills to be able to optimize their lifetime income and expenditure flows and to give sound personal