FSM830 - Personal Financial Planning Management

Outline information
Semester
Schools offering this subject
Last revision date Sep 30, 2019 12:06:02 AM
Last review date Dec 2, 2019 12:15:03 AM

Subject Title
Personal Financial Planning Management

Subject Description
This subject synthesizes the key concepts learned in other financial planning courses. Through lectures, case analyses and online financial planning tools and resources, students are provided with the framework required to prepare comprehensive financial plans and to assist clients in understanding and achieving their financial goals. The focus is the application of financial planning concepts to real world problems and opportunities.

Credit Status
One credit.

Learning Outcomes
Upon successful completion of this subject the student will be able to:

  1. Analyze and prepare a comprehensive financial plan.
  2. Capture, organize and analyze basic client financial data.
  3. Evaluate income and capital needs to achieve lifestyle objectives.
  4. Apply financial planning concepts and strategies to optimize a client's financial situation.

Academic Integrity
Seneca upholds a learning community that values academic integrity, honesty, fairness, trust, respect, responsibility and courage. These values enhance Seneca's commitment to deliver high-quality education and teaching excellence, while supporting a positive learning environment. Ensure that you are aware of Seneca's Academic Integrity Policy which can be found at: http://www.senecacollege.ca/about/policies/academic-integrity-policy.html Review section 2 of the policy for details regarding approaches to supporting integrity. Section 2.3 and Appendix B of the policy describe various sanctions that can be applied, if there is suspected academic misconduct (e.g., contract cheating, cheating, falsification, impersonation or plagiarism).

Please visit the Academic Integrity website http://open2.senecac.on.ca/sites/academic-integrity/for-students to understand and learn more about how to prepare and submit work so that it supports academic integrity, and to avoid academic misconduct.

Discrimination/Harassment
All students and employees have the right to study and work in an environment that is free from discrimination and/or harassment. Language or activities that defeat this objective violate the College Policy on Discrimination/Harassment and shall not be tolerated. Information and assistance are available from the Student Conduct Office at student.conduct@senecacollege.ca.

Accommodation for Students with Disabilities
The College will provide reasonable accommodation to students with disabilities in order to promote academic success. If you require accommodation, contact the Counselling and Accessibility Services Office at ext. 22900 to initiate the process for documenting, assessing and implementing your individual accommodation needs.