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BU413 A - Personal Financial Planning and Management (Fall 2026)

Faculty/Academic Area: Lazaridis School of Business & Economics

Department: Business - Finance

Campus: Waterloo

Employee Group: WLUFA

Requisition ID: 11730

Position Title: BU413 A – Personal Financial Planning and Management (Fall 2026)

Term: Fall 2026 (Sept 1 - December 31)

Mode of Delivery: In-Person

Type of Instruction: Lecture

Anticipated Class Size: 90

Additional Course Requirements: None

Posted on: July 27, 2026

Posting ends: August 6, 2026

AI tools will be used in the hiring process: No

Position Summary:

The personal financial planning and management course deals with the organization of an individual's financial and personal data for the purpose of developing a strategic plan to constructively manage income, assets, and liabilities to meet near and long-term goals and objectives.



This course is intended to provide students with the understanding of the skilled and personal financial planning process. Following a life cycle approach, this course provides students with an in-depth understanding of the following key financial planning areas: the essentials of budgeting, savings and credit planning, taxation planning, risk management,

investment planning, retirement planning and finally, estate planning. The method of instruction involves both lectures and cases

Qualifications – Required Academic Degree: Master of Finance; or MBA with specialization in Finance; or MBA with academic or skilled experience in Finance.

Qualifications – Required Discipline: Finance

Qualifications – Required Areas of Specialization: Personal financial planning

Qua

📌 A Personal Financial Planning And Management Fall 2026 London
🏢 Wilfrid Laurier University
📍 London