YorkU, Lecture #1,Sept 6, 2007, PERSONAL FINANCIAL PLANNING

YorkU, Lecture #1,Sept 6, 2007, PERSONAL FINANCIAL PLANNING...

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PERSONAL FINANCIAL PLANNING Today’s Agenda Introduction to Instructor, students and course Course Outline, text and schedule Chapter #1-Overview Chapter #3-Overview and Questions Chapter #6-Overview and Questions
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Course Instructor Alan Goldhar CFP, CGA, FMA, CDFA Chief Investment Officer, Ministry of the Attorney General
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Course Outline, Text, Schedule, Practice Questions Requirements for this course: 1. 2. Previous courses required. 3. Business calculator. 4. Enthusiasm. Communicating with me: 1. By E-mail ( agoldhar@yorku.ca ) 2. York U. website
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Chapter #1 Book overview and objectives (page 2). Financial Planning Standards Counsel (FPSC) (page 10).
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Chapter #3 Setting Goals & the Financial Planning Process A. Learning Objectives To learn the: difference between financial desires and financial goals. Process of setting goals. Process of financial planning to achieve goals.
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Desires : Vague statements that have no deadline for completion (I.e. I want to be rich). Financial goals must have two attributes: 1. The outcome can be measured precisely in dollars; and, 2. There is a deadline for completion. Examples of financial goals: I want to save
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YorkU, Lecture #1,Sept 6, 2007, PERSONAL FINANCIAL PLANNING...

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