2 - BUSI 42.2503 INTRODUCTION BASIC FINANCIAL MANAGEMENT...

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1 BUSI 42.2503 INTRODUCTION BASIC FINANCIAL MANAGEMENT PERSONAL FINANCE Michael Reynolds CA, MBA
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2 PERSONAL BRIEFS NAME: CONCENTRATION PHONE NUMBER (OPTIONAL): HOME TOWN: QUESTIONS: IS THIS THE LAST COURSE YOU NEED TO GRADUATE? DID YOU TAKE ACCOUNTING? DID YOU TAKE ECONOMICS? DO YOU WORK FULL OR PART-TIME? WILL YOU HAVE LOANS OUTSTANDING WHEN YOU HAVE FINISHED UNIVERSITY? DO YOU KNOW HOW TO READ THE STOCK MARKET QUOTATIONS?
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3 OBJECTIVE OF THE COURSE Assist students …….financial goals identifying planning achieving LIFE EXAMPLES : PAYING OFF STUDENTS LOANS BUYING A CAR SAVING FOR GRAD SCHOOL BUYING A HOUSE INVESTING
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4 HOW DO WE DO IT? Introduce BASICS (personal financial): instruments, products services documents record keeping Introduce an ANALYTICAL “FINANCIAL FRAMEWORK” to: plan manage make decisions protect & distribute assists
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5 HOW DO WE DO IT ? EXAMPLES Introduce BASICS (personal financial): instruments (Stocks, bonds, mutual funds) products (leases, RRSP, mortgages) services (insurance, banking, accounting investing) documents (wills) record keeping
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2 - BUSI 42.2503 INTRODUCTION BASIC FINANCIAL MANAGEMENT...

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