Certificate in Financial Planning - Course #1 – Financial Planning Fundamentals
Location: RRC Robline Centre Campus (formerly call Princess Street Campus), Room: P318
Spring Time: There is a Thursday night session starting April 4th, 2013 and running from 6pm until 9:15pm. Registrations are open now.
Summer Time: There is no session planned for Summer 2013 at this time.
Fall Time: There is a Fall session planned for September 2013 running Thursdays from 6:00pm to 9:15pm.
Winter Time: There is Winter session planned for January 2014 running Thursdays from 6:00pm to 9:15pm.
Course instructor: Jerry
Wake
Materials: Personal Finance Second Canadian Edition text
ISBN: 978-0-321-68139-3; TI BA II Plus Calculator (both
available
at the RRC Bookstore)
Course Objectives: To introduce the Personal Financial Planning process and its various components and steps.
Specific topics include understanding available investment products as well as the theory of their use in financial planning. Students will gain the ability to use a financial calculator in determining the time value of money.
Please note that sessions may be postponed to the following one if there are not enough participants. Register early to avoid disappointment.
Course Agenda:
| Class #: | Subject | Reading | Notes |
| 1 | Introduction | Chapter 1 | Oral presentation assigned |
| 2 | Time Value of Money | Chapter 2 | Must have calculator for this class |
| 3 | Money Management | Chapter 3 | |
| 4 | Credit Management | Chapter 6, 7 & 8 | |
| 5 | Financial Economics | Chapter 5 | Group work will be assigned |
| 6 | Income Taxes | Chapter 4 | Students must bring these tax return forms (2 sets) to Class 6 |
| 7 | Income Taxes | Continued | Mid-Term Exam |
| 8 | Risk Management | Chapter 9 & 10 | |
| 9 | Investment Planning | Chapter 11 | |
| 10 | Investment Products | Chapter 12, 13, & 14 | Students must bring this documentation to Class 10 and 11 |
| 11 | Investment Products | Continued | Income Tax assignment due |
| 12 | Retirement Planning | Chapter 15 | |
| 13 | Estate Planning | Chapter 16 | |
| 14 | Group Case Presentations | All Oral
Presentations Due |
|
| 15 | Final Exam | Final Exam |
Course requirements:
1) Complete any exit slips prior to leaving the classroom (a component of your
10% participation mark)
2) Complete and present a graphic organizer depicting the
six step financial planning process. (Mark = Complete or Incomplete + a
component of your 10% participation mark)
3) Complete a tax return. (Mark = Complete or Incomplete + a component of your
10% participation mark)
4) In a group complete a case study and present solutions. (Mark = Complete or Incomplete
+ a component of your participation mark)
5) Optional mid-term exam (20% or 0% of your final grade - if you choose not to write the mid-term or do better on the final then your mid-term would be worth 0%).
6) 100 question multiple-choice final exam. (70% or 90% of your final grade)
7) You must complete the assignments (1,2 & 3) to qualify to write the exam. Your final mark will be reduced if assignments are not completed by due date in addition you will not be able to write the final exam until they are
completed and extra costs will apply.
The income tax assignment is due by the night of the 11th class. All oral presentations
(Graphic Organizers) must be completed by the end of the night of the 14th class and time booked in advance with myself – 2 slots before each class, 2 slots during each break or 2 slots after each class.
The group presentations are all due to be presented on the night of the 14th
class.