Financial Planning Essentials | Leisure Learning | UNB Art Centre | UNB

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Centre for Learning Futures

Financial Planning Essentials

This comprehensive course will guide you through the foundational knowledge and intricacies of six key financial planning pillars:

  • Cash Flow Management
  • Risk Management
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning

Each pillar will be thoroughly explored, highlighting how they are interconnected to provide you with a secure and well-rounded financial future.

Whether you're looking to enhance your financial literacy or make informed decisions for your future, this course is perfect for you.

Winter term

Thursdays, Feb. 5 to March 19 (6 weeks, no class March 5)
6 - 8 p.m.
UNB Fredericton
Marshall d’Avray Hall, 10 MacKay Drive, room 221
$135 (+ HST)

Register now

About the instructor

Devansh Bavishi, MSc, MBA, RRC, CFP®, CLU®

Devansh is a Certified Financial Planner (CFP) with an MBA from Ivey Business School at Western, and is currently a Director for IG Wealth Management.

Serving on the board for the Fredericton Chamber of Commerce and the Fredericton Non-Profit Housing Corporation, Devansh enjoys contributing to the community and helping people learn better financial skills to plan for their futures.