This course includes content related to Foundations of Business and Financial Planning Basics. It focuses on the time value of money, accounting, statistics, and economics, and provides a broad look at the entire financial planning process.
Course Outline:
- Introduction, Course Overview, 6-step financial planning process; Code of Ethics
- Introduction to the Financial Planning Process
- Life Cycle Planning
- Time Value of Money
- Personal Financial Statements and Budgeting
- Emergency Fund Planning
- Credit and Debt Management
- Buying vs. Leasing
- Educational Funding
- Financial Planning for Monetary Settlements and Special Circumstances
- Code of Ethics and Practice Standards
- Boards’ Disciplinary Rules and Procedures
Course Outcome:
- Identify Ethics and Fundamentals of Financial Planning
- Analyze Money & Debt Management Principles
- Describe the Canadian Tax System and Tax Planning
- Differentiate various Risk Management Products and services
- Describe the various elements of Investment Planning
- Classify the basics of Retirement & Education Planning