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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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Module 1

Chapter 1 - Communicating With the Client

Topics covered in this chapter are:

  • The Communication Process
  • Non-Verbal Communication
  • Perceptions
  • Effective Communication Skills

Chapter 2 - Understanding the Client

Topics covered in this chapter are:

  • Personal Variables
  • Socio-Cultural Variables
  • Decision-Making Process
  • The Elderly Client
  • The Grieving Client
  • The Incapacitated Client

Chapter 3 - Microeconomics and Macroeconomics

Topics covered in this chapter are:

  • Microeconomics
  • Macroeconomics

Chapter 4 - Financial Planning Process

Topics covered in this chapter are:

  • Characteristics of a Sound Financial Plan
  • Steps in the Financial Planning Process

Module 2

Chapter 1 - Time Value of Money

Topics covered in this chapter are:

  • Time Value of Money
  • Personal Finance Applications

Chapter 2 - Constructing and Analysing Personal Financial Statements

Topics covered in this chapter are:

  • The Net Worth Statement
  • The Cash Flow Statement
  • The Projected Cash Flow Statement
  • Analysing Personal Financial Statements

Module 3

Chapter 1 - Managing Debt and Financing

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