OntarioLearn Course Details Start at 09/10/2024
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Course Details
| Course Title |
Financial Planning |
| Conestoga Course Code |
OLRN1579 |
| Host College |
Durham College |
| OntarioLearn Course Code |
DU-FIN1289 |
| Start Date |
09/10/2024 |
| End Date |
12/17/2024 |
| 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 |
09/10/2024 |
| Other Evaluation Details |
Case Study 20%, Assignments 35%, Tests 45% |
| Minimum Passing Mark |
50 |
| 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 |
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| Textbook Information |
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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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