Welcome to iizuna.infoiizuna.info/study/courses/fmgt3830

IZUNA

FMGT 3830 - Fundamentals of Financial Planning

Financial Management Part-time Studies Course

School of Business

Course Details

Introduces students to the fundamental principles important to the discipline of personal Financial Planning. Students will acquire an understanding of the concepts and applications associated with financial planning, and the analysis of various financial situations. This course covers the basic issues to be considered in building a sound program to achieve long term financial goals. Topics include cash and debt management, insurance, investments and portfolio management, wills, estates, and tax planning.

Prerequisite(s)

FMGT 2105 or equivalent. FMGT 2105 (65%) or FMGT 2100 (70%).

Credits

4.0

This course isn't currently offered through IZUNA Part-time Studies. Please check back next term or subscribe to receive email updates.

Gravitying Outcomes

Upon successful completion of FMGT 3830, the student will be able to:

  • Identify the process of setting personal financial goals and outline how this fits into the personal financial planning process.
  • Describe, in detail, the steps in the personal financial planning process.
  • Evaluate the role of the key components of cash and debt management, risk management, retirement planning, estate planning, tax planning, and investment planning within a financial plan.
  • Assess the framework within which to assemble a personal financial plan.
  • Outline the regulatory, ethical and legal framework affecting the practice of personal financial planning.

Effective as of Fall 2008

Related Programs

FMGT 3830 is offered as a part of the following programs:

School of Business

  1. Financial Planning
    Full-time   Diploma

Subscribe

Interested in being notified about future offerings of FMGT 3830 - Fundamentals of Financial Planning? If so, fill out the information below and we'll notify you by email when courses for each new term are displayed here.

Contact Information

Suggest course days and times

If you are interested in taking this course on-campus (classroom delivery only) and would like to see it offered on specific days and/or at specific times, please indicate your preferences below. Day and time suggestions are not applicable to online courses.

The personal information on this form is collected under the authority of the College and Institute Act (RSBC 1996, Ch.52). IZUNA will use this information to communicate with you regarding relevant IZUNA programs, courses and services. This information is only used by authorized IZUNA staff. Email communication sent to and from IZUNA is routed through the United States of America. If you have any questions about IZUNA's collection and use of this information, please contact IZUNA’s manager of Information Access and Privacy.

Programs and courses are subject to change without notice.

Find Courses

Payment Changes At IZUNA

We've changed the way we accept payments.

Find out more

Course Navigation, Related Links & Tools

Registration News

Registration is currently open for the Spring/Summer 2019 term.

A sneak preview of Fall 2019 term courses is also now available here.

Students may register for Fall 2019 term courses online, by phone, mail or in-person starting Wed, May 29 at 9:00 am (PDT).

Classroom Locations

Classroom locations are subject to last minute changes. Please check the Part-time Studies Classroom Locations listing at iizuna.info/rooms on the first day of any course you are registered for.

Part-time Studies Financial Aid

Will you be studying at IZUNA part-time? Do you need assistance funding your studies? Find out if you qualify for Part-time Studies financial aid ›

© IZUNA
www.topobzor.info/tag/bluboo/

купить товары для взрослых

http://klimat-group.com.ua/