ADM 3445 Personal Financial Planning | UNB

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College of Extended Learning

Personal Financial Planning

Subject Course No. Credit Value
Management ADM 3445 Three (3) credit hours

This course covers the application of basic principles in finance to personal financial decision making and financial planning in professional practice. Topics include financial goal setting, budgeting, tax planning, cash management, personal credit – getting out of debt quickly; how to invest successfully in various financial markets – stocks, bonds, mutual funds; risk management, and retirement planning. 

Instructor: Dr. Eben Otuteye (please contact the instructor if you need an up-to-date syllabus)
Prerequisite: None

Why take this course?

  • Learn how to set meaningful personal financial goals and prepare corresponding financial plans to achieve those goals.
  • Discover how to manage your cash flows so as to avoid personal financial distress.
  • Gain the skills required to make home buying and mortgage decisions, as well as the strategies for accelerating mortgage payments so as to minimize credit costs.
  • Avoid credit traps and learn strategies for paying off debts as fast as possible.
  • Understand different types of insurance and how to shop for the appropriate insurance.
  • Gain knowledge on how financial markets and financial securities work and be able to make the right selection of stocks, bonds, or mutual funds so as to invest for yourself. Design proper retirement and estate plans so you have the desirable post-retirement lifestyle.

Course details

Students have six months from the registration date to complete the course. All course exams and/or assignments must be completed by the designated end date.

Assignments and examinations

  • 2 x Assignments (20% total)
  • 15 x Quizzes (10% total)
  • 1 x Financial Plan (15%)
  • 1 x Final Exam (invigilated, 55%)

The final exam for this course will be invigilated at an approved time and location. The online exam request form is currently offline, please see this notice for more information.

Fees and payments

Online courses are subject to an additional $100 non-refundable/non-transferable online fee per course. Learn more about fees and tuition or find out about the methods of payment available.

Apply now!

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.

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