Course 3–Financial Planning

Associated Courses




Course Overview

Financial planning is the process of determining the most efficient route or game plan to successfully achieve a goal. This written plan usually begins with a holistic picture of your current financial situation and forecasts what is needed to achieve a future financial goal. It identifies and prioritizes your short and long term goals as well as highlights strategies to help you arrive on time.

To help get from here to there it requires SMART goals and SMARTER actions.  Whether planning to pay for a; post secondary, down payment on a house, car, vacation, or an adequate retirement life style money needs to be saved.

Upon completion of this course, students will learn basic money fundamental to help better achieve SMART financial goals. Strategies introduced include goal setting tips and ways to manage cash flow. Within this course students will discover personal values and skills that corresponds to potential career paths.  Upon successful completion of this course, students will be able to: Communicate their values, character traits, as well as their transferable and technical skills, and Understand how to effectively communicate them on a resume and during an interview.

Course Outcomes

After completing this course, students will have learned to:

  • Identify personal resources, and explain how they could be of value to self and others.
  • Compare needs, wants and consequences, with consideration of self, others and society.
  • Examine sources of lifestyle aspirations, and relate these to personal resources.
  • Demonstrate knowledge of and a commitment to achieving personal financial goals.
  • Develop strategies to be informed consumers.
  • Explain how to offset financial implications of financing post secondary education, buying a house and a car, and retirement planning
  • Investigate sources and types of financial assistance for post secondary education.
  • Recognize that as individuals we are responsible for our own finances.
  • Design a plan to reach a specific financial goal.


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