RFC230 - Financial Planning Management

Outline information
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Last revision date 2017-11-21 08:43:46.13
Last review date 2017-11-21 08:44:08.588

Subject Title
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. Understand key financial planning concepts and principles.
  3. Capture, organize and analyze basic client financial data.
  4. Evaluate income and capital needs to achieve lifestyle objectives.
  5. Apply financial planning concepts and strategies to optimize a client's financial situation.

Cheating and Plagiarism
Each student should be aware of the College's policy regarding Cheating and Plagiarism. Seneca's Academic Policy will be strictly enforced.

To support academic honesty at Seneca College, all work submitted by students may be reviewed for authenticity and originality, utilizing software tools and third party services. Please visit the Academic Honesty site on http://library.senecacollege.ca for further information regarding cheating and plagiarism policies and procedures.

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 Disabilities Services Office at ext. 22900 to initiate the process for documenting, assessing and implementing your individual accommodation needs.