OntarioLearn Course Details Start at 05/14/2024
To register for an OntarioLearn course visit the Continuing Education website.
Course Details
| Course Title |
Financial Planning |
| Conestoga Course Code |
OLRN1579 |
| Host College |
Durham College |
| OntarioLearn Course Code |
DU-FIN1289 |
| Start Date |
05/14/2024 |
| End Date |
08/20/2024 |
| Course Fee |
$409.50 |
| Hours |
42 |
| Pre-requisites |
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| Course Description |
This course is an introduction to the components of personal financial planning, including personal financial statements, taxation, credit, risk management, investment, retirement, and estate, and an introduction to the financial planning process. Upon completion, students will demonstrate knowledge of terminology and features of financial products and strategies. Understanding the needs of the client, they will be able to create and follow up relevant financial goals that are specific, measurable, actionable, realistic and time-sensitive. They will be able to apply financial tools including present value/future value calculations, and personal financial statement analysis to identify constraints and opportunities specific to individual situations. Students will combine these processes to complete a simple financial plan. |
| Midterm Exam Format |
No exam requirement |
| Final Exam Format |
No exam requirement |
| Final Exam Group |
05/14/2024 |
| Other Evaluation Details |
Case Study 20%, Assignments 35%, Tests 45% |
| Minimum Passing Mark |
0 |
| Mandatory Chats |
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| Mandatory Group Work |
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| Other Details |
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| Platform |
d2l/brightspace |
| Computer Software Requirements |
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| Additional |
We suggest you do not purchase your textbook until approximately two weeks prior to the course start date as textbooks may change. |
| Textbook Information |
Purchase textbook from www.textnet.ca. No substitutions unless otherwise stated. |
Textbooks
| Textbook Title |
Personal Finance |
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| Author |
Madura and Gill |
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| Publisher |
Pearson |
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| Edition |
5th Canadian |
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| ISBN |
9780136662679 |
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| Special Instructions |
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