This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term. Prerequisites BU383 and BU393. Exclusions BU493f.
