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FIN 4013 Personal Finance Planning

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This FIN 4013 Personal Finance Planning course mainly introduces fundamental personal financial planning principles heading in the finishing of a financial plan. After completion of the course, students will be acquainted with some of the realities of counseling in the financial services sector. Beneath this course, by acquiring a holistic approach, students learn about topics, such as, taxation, financial planning process, present and future values, personal financial statements, credit and mortgages, insurance, retirement, family lifecycle, estate and setting realistic and attainable goals.

Course outcomes: Students will:

  • Comprehend what it signifies to be a financial planning professional and to be supporting citizens and valued members in the financial planning organization.
  • Gain knowledge of general financial planning core knowledge and acquire experience by means of industry-level technology and software.
  • Gain knowledge in risk management and insurance and be capable to implement the topics and methods from a fiduciary point of view.
  • Comprehend personal investment management from the global view-point.

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Some of the relevant courses are as shown below, in which professionals of ExpertsMinds precisely deal with:

  • FIN 1013: Financial Analysis and Budgeting Assignment Help
  • FIN 1194: Insurance Planning Assignment Help
  • FIN 3004: Investment Funds in Canada Assignment Help
  • FIN 3104: Investments Assignment Help
  • FIN 4003: Canadian Banking Assignment Help
  • FIN 4013: Personal Finance Planning Assignment Help
  • FIN 4203: Investment Conduct and Compliance Assignment Help
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