Personal Financial Planning
Bachelor of Commerce (BComm)
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What you will learn in this program
Personal Financial Planners ask questions such as: Are mortgage rates expected to rise? What legal restrictions govern tax shelters in Canada? How much will you need to save for retirement?
Personal Financial Planners provide expertise to individuals in matters related to taxes, investments, retirement, and estate planning. Over the course of your studies you'll be introduced to tools such as planned giving, life insurance, and wills so you can assist individuals who face complex challenges in achieving their financial goals. You'll complete formal presentations, group projects and various case studies during the course of your degree.
As a graduate of the Personal Financial Planning program, you'll be prepared for global career opportunities in the areas of personal wealth management, banking, investment planning, and more. A degree in commerce can also be used as a stepping-stone to graduate studies or another professional degree such as law, medicine, veterinary medicine, or education.
Courses you'll take:
Introduction to Business Analytics, Introduction to Business Skills, Introduction to Risk Management and Insurance, Principles of Macroeconomics, Principles of Microeconomics
Admission requirements and information
Co-operative work placement - Gain valuable full-time paid work experience that alternates with your academic studies.
Study abroad opportunities - Cultural and academic experiences at destinations around the world.
Mentorship opportunities - A formal or informal relationship where you connect with, and learn from, an established professional.
My experience was great, but I didn’t feel engaged until I made the switch from a general finance major, to personal financial planning. After attending my first few classes, I knew I was in the right place. The classes revolved around real-life scenarios that I easily grasped. Specifically, risk management and insurance with Norma Neilson and management science with Larry Wood prepared me for my career. I took what I learned and applied it to my Certified Financial Planner designation exam. I now happily work as a financial planner with Sun Life Financial, and I regularly review my books and notes from Norma and Larry's classes. You'll never forget the real-world skills you learn in a personal financial planning major.
Kailee R., BComm’14
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