What will you learn about?
Through this course, you will learn how to:
- Build and maintain effective relationships with clients
- Prepare, analyze and understand personal financial statements
- Prepare a debt and cash management plan
- Use time value of money in financial calculations
- Understand and explain how macro and micro-economic factors may influence personal finance
What is the course syllabus?
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Topics covered in this chapter are:
- The Communication Process
- Non-Verbal Communication
- Perceptions
- Effective Communication Skills
Topics covered in this chapter are:
- Personal Variables
- Socio-Cultural Variables
- Decision-Making Process
- The Elderly Client
- The Grieving Client
- The Incapacitated Client
Topics covered in this chapter are:
- Microeconomics
- Macroeconomics
Topics covered in this chapter are:
- Characteristics of a Sound Financial Plan
- Steps in the Financial Planning Process
Topics covered in this chapter are:
- Time Value of Money
- Personal Finance Applications
Topics covered in this chapter are:
- The Net Worth Statement
- The Cash Flow Statement
- The Projected Cash Flow Statement
- Analysing Personal Financial Statements
Topics covered in this chapter are:
- Financial Institutions in Canada
- Types of Consumer Credit
- Debt Affordability and Credit Management
- Borrowing to Invest
- Automobile Financing
- Mortgage Financing
- Financing Post-Secondary Education
How will you learn?
CSI’s online learning system helps you meet your study goals. You’ll benefit from:
- Textbook readings available in PDF, e-Book, and printed format
- Learning objectives and goals that keep you focused
- End of chapter activities to help you reinforce your learning and identify topics that may need to be revisited during exam preparation
- Two self-assessments, cases, and practice questions so that you can assess your progress
- Online assistance from CSI’s academic support specialists