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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.


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



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


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