Personal Financial Planning | UNB

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College of Extended Learning

Personal Financial Planning

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Feeling lost when it comes to your personal finances? Looking for a game plan?

Financial Advisor Anastasia Mikalutskaya takes the mystery out of financial planning, explaining the basic concepts in financial management and introducing you to the various investment, retirement and insurance solutions at your disposal.

You’ll learn about market volatility and gain an understanding of the taxation system and effective tax planning. Finally, she will address how different life stages affect your financial planning needs. By the end of the course, you’ll feel confident designing your own personal financial plan.

“A goal without a plan is just a wish.” - Antoine de Saint-Exupéry

Course outline

  • Week 1 – Basics of Financial Planning
  • Week 2 – Goal setting, Cash Flow, Investments
  • Week 3 –Investments (cont.), Taxation
  • Week 4 – How to Maximize Government Plans, RRSP, TFSA, RESP, Pension Plans, Group RRSP
  • Week 5 – Debt, Estate Planning
  • Week 6 – Protecting Your Nest Egg

Course details

Dates: Wednesdays, Jan. 27 to March 10, 2021 (6 weeks - no class March 3)
Time: 8 p.m. - 9:30 p.m.
Location: Offered online
Course fee: $120 (+HST) *Save 15% if you register before Jan. 13, 2021*
Instructor: Anastasia Mikalutskaya

Note: We have a new registration system! Once you click the red button, you will be taken to the new system powered by Active. Please use the filters to find the course you need (you can filter results by theme, date, time, and instructor). There's also a handy "calendar" feature that visually lays out all the courses and when they're offered.

Register now!

About the instructor

Anastasia Mikalutskaya has more then 10 years of experience in financial services industry. A graduate with B. Comm. and B.A., RFRA Registered Financial and Retirement Advisor with Diploma in Financial Planning and more. Currently working as Sr. Financial Advisor at Kings Place Scotiabank creating a highly personalized financial plans that encompasses clients complete financial situation.

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