Description
Chapter 1 Overview of a Financial Plan
Chapter 2 Applying Time Value Concepts
Chapter 3 Planning with Personal Financial Statements
Chapter 4 Using Tax Concepts for Planning
Chapter 5 Banking Services and Managing Your Money
Chapter 6 Assessing, Managing, and Securing Your Credit
Chapter 7 Purchasing and Financing a Home
Chapter 8 Auto and Homeowner’s Insurance
Chapter 9 Health and Life Insurance
Chapter 10 Investing Fundamentals
Chapter 11 Investing in Stocks
Chapter 12 Investing in Bonds
Chapter 13 Investing in Mutual Funds
Chapter 14 Retirement Savings Planning
Chapter 15 Retirement Income Planning
Chapter 16 Estate Planning
Published by Pearson Canada (January 21st 2021) – Copyright © 2022
