Wilfrid Laurier University Undergraduate Academic Calendar - 2017/2018
Canadian Excellence

BU413
Personal Financial Planning and Management
0.5 Credit

Hours per week:
  • Lecture/Discussion: 3

This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term.

Additional Course Information
Prerequisites
BU393.