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UNIVERSITY OF MANITOBA I.H. JASPER SCHOOL OF BUSINESS DEPARTMENT OF ACCOUNTING AND FINANCE FIN 3270 Personal Financial Planning Fall term 2012/2013 Instructor : Office: Phone: Email: Office Hours:
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What is personal financial planning?
Personal financial planning is the process of managing your money to achieve your financial goals.
Who is required to file personal financial planning?
Individuals who want to organize and optimize their finances are encouraged to develop a personal financial plan.
How to fill out personal financial planning?
Personal financial planning can be filled out by gathering information on income, expenses, assets, and liabilities, setting financial goals, and creating a plan to achieve those goals.
What is the purpose of personal financial planning?
The purpose of personal financial planning is to help individuals take control of their finances, make informed decisions, and achieve their financial goals.
What information must be reported on personal financial planning?
Information such as income, expenses, assets, liabilities, financial goals, and a plan to achieve those goals must be reported on personal financial planning.
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