FINC 3480

Personal Finance I

Lec A selected

The study of personal financial management using cases and real life examples. Topics will include personal banking; life, disability and medical insurance; property and liability insurance; pensions and RRSPs; retirement planning; investments; mutual funds; wills and trusts; mortgage and loan concepts; financial planning and financial planners. Prerequisite(s): Economics 1010 AND Economics 1012 AND Accounting 2400 AND One of Statistics 1770 or [Health Science 3450/Psychology 3450 and admission to the B.H.Sc./B.B.A. or B.H.Sc./B.Mgt. (prior to 2025/2026) combined degrees program] Mutually Exclusive: Finance 3481, Finance 3482 and Finance 3483 Recommended Background: Finance 3040 Equivalent: Management 3480 (prior to 2021/2022)

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