Professional Financial Management
Important Notice
This course is not active. Please contact Department Chair for more information.
Overview
The course provides instruction on key topics including:
- Overview of a financial plan.
- Planning with personal financial statements.
- Budget and savings planning.
- Banking, interest rates, and loans.
- Residential mortgages.
- Personal credit management.
- Business law.
- Family law.
- Insurance: auto, property, health & disability, and life.
- Tax planning.
- Retirement planning.
- Estate planning.
- Investment management: stocks, bonds, mutual funds, and asset allocation.
- Integrating the components of a financial plan through cases.
A combination of lectures, supplementary materials, and class presentations.
Assignments or case studies | 10% - 15% |
Major case study or project | 15% - 20% |
Midterm examination | 30% |
Final examination | 40% |
Total | 100% |
At the end of the course, the student should be able to:
- Analyze personal financial statements;
- Describe the role of insurance in preparing a personal financial plan;
- Demonstrate how to plan a personal budget and design a personal savings plan;
- Demonstrate how to plan for taxes, retirement, and devise an estate plan;
- Provide advice on personal investment management;
- Explain the role of law and fair and ethical business practices in preparing a personal financial plan.
Textbooks and Materials to be Purchased by Students
Textbooks and materials will be chosen from:
- Professional Financial Planning, Course Textbook, Latest Edition, CSI Global Education, Inc.
- Kapoor, Jack, Les Dlabay, Robert Hughes, and Arshad Ahmad, Personal Finance, Latest Edition, McGraw-Hill Ryerson
- Gitman, Lawrence J., and Michael D. Joehnk, Personal Financial Planning, Latest Edition, Thomson South-Western College.
- Jeff Madura, Personal Finance, Latest Edition, Addison-Wesley.
Requisites
Course Guidelines
Course Guidelines for previous years are viewable by selecting the version desired. If you took this course and do not see a listing for the starting semester / year of the course, consider the previous version as the applicable version.
Course Transfers to Other Institutions
Below are current transfer agreements from Douglas College to other institutions for the current course guidelines only. For a full list of transfer details and archived courses, please see the BC Transfer Guide.
Institution | Transfer details for FINC 4300 | |
---|---|---|
There are no applicable transfer credits for this course. |