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A lot of work but cool course content and really helps you figure out how to plan finances and create large scale plans for the future. Biweekly tests are really hard and do not always align with the slides, you need to do the practice questions every week. Midterm was the same and honestly still difficult with a lot of trivia. The quantitative questions were straightforward. Gerry is great. Definitely not a bird course like I was thinking though.

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— Business Administration (BBA) + Computer Science (BCS), University of Waterloo student, taught by Gerry Ramos

BU 413

Personal Fin Planning & Mgm

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40%

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1 ratings

This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term. Prerequisites: BU393.

This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term. Prerequisites: BU393.

100%Liked

Easy

40%

Useful

100%

1 ratings

This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term. Prerequisites: BU393.

BU 413

Personal Fin Planning & Mgm

100%Liked

Easy

40%

Useful

100%

1 ratings

This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term. Prerequisites: BU393.

This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term. Prerequisites: BU393.

100%Liked

Easy

40%

Useful

100%

1 ratings

This course is intended to provide students with the understanding of the professional and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management, investment planning, retirement planning and finally, estate planning. Students will be required to prepare a written personal financial plan which will be submitted near the end of the term. Prerequisites: BU393.

BU 413 Prerequisites

BU 393 (Min. Grade D-)

BU 413 Leads To

No Leads To Information Available

BU 413 Restrictions

Must be enrolled in one of the following Levels:

Undergraduate (UG)

Cannot be enrolled in one of the following Year Levels:

Year 1 (1)

Not Applicable (N)

Course Schedule