Financial Planning 1

This course, followed by the Financial Planning Course 2, is meant to assist students in preparing for financial planning careers in the financial services industry. On completion of both courses, students will be eligible to sit an examination set by the Canadian Securities Institute (CSI ) for licensing purposes. In the first course, students will become familiar with the financial planning process. Furthermore, they will learn about budget and savings planning, borrowing and mortgages, and how investments and taxes impact financial planning. Insurance planning is another key component in financial planning and so this will be examined together with the broader concept of risk management. Upon successful completion, student will be able to implement best practices in budgeting, borrowing, constructing and analyzing personal financial statements.