If you have previously registered in this online course and wish to register again, please contact us at 453-4646 to complete the registration process.
|Course No. and Title:||
ADM 3445 Personal Financial Planning
Three (3) credit hours
The objective of this course is to introduce students to the fundamental principles of financial decision-making; and how these principles are applied to personal financial planning. Students will learn the concepts and methods necessary in developing a successful personal financial plan. Students will also learn financial planning as it is done in professional practice. Topics to be covered include the fundamental principles of finance, financial goal setting, budgeting, tax planning, cash management, personal credit, investment, insurance, retirement and estate planning. There is equal emphasis on the analytical principles underlying Personal Financial Planning as on the application of those principles. Thus an important component of this course is learning how to prepare a comprehensive financial plan.
At the end of the course it is expected that students will acquire the necessary concepts and skills to be able to optimize their lifetime income and expenditure flows so as to live stress-free financial lives and to be able to give sound personal financial planning advice based on well founded principles.
(Detailed course outline available from the instructor for preview: firstname.lastname@example.org).
Dr. Eben Otuteye, Faculty of Administration, UNB, Fredericton
The course material includes notes (summary of each topic), PowerPoint slides, end-of-topic quizzes, multiple choice and True/False type open-book test, a book review, and a final exam (invigilated). There are several links to financial services and financial planning web sites.
The course is divided into five topics covering about two chapters per topic. The student is required to read the relevant part of the textbook as shown in the online notes. The notes are an indication of what is important from the chapter but not a substitute for reading the book. When you are done reading the relevant portion of the text for that topic and doing the exercises, you can try the online self test for the topic. Once you are confident that you understand the material (using the self test performance as indicator), you may go ahead to do the end-of-topic test which will be graded. If you have any questions during the process, feel free to contact the instructor who can be reached by email.
Personal Finance, Fifth Canadian Edition, Kapoor, Dlabay, Hughes, and Ahmad, McGraw-Hill Ryerson Ltd., 2010. (www.mcgrawhill.ca/olc/kapoor)
Textbooks can also be ordered from the UNB Fredericton Bookstore:
|Assignments & Examinations:||
The final grade will be based on end-of-topic quizzes, an open-book midterm test, assignments, a book review, and an online final exam (invigilated).
All mid-term exams and final exams for online courses will be invigilated at an approved time and location. Please refer to the Online Exam Request Form to book.
6 months from registration date. All course exams and/or assignments must be completed by the designated end date of your course.
Online courses are subject to an additional $100 non-refundable online fee per course. Fees are subject to change by the Board of Governors.
|Methods of Payment:||
Once you complete the Apply Now form below, please send payment. Methods of payment accepted: