WClasses
AFM 321 - Personal Financial Planning and Taxation
This course helps students develop a do-it-yourself (DIY) individual financial planning and tax mindset. Students will learn how to create and assess a basic financial plan for themselves, centered around the budget, across various life stages. Within each area of planning, saving, spending, and reporting, students will develop appreciation of important financial and tax considerations that will set them up for financial success.
Prerequisites
Level at least 3A Accounting & Financial Management, Biotechnology/Chartered Professional Accountancy, Computing & Financial Management, Mathematics/Chartered Professional Accountancy or Sustainability & Financial Management
Corequisites
None
Antirequisites
None
Offerings
Winter 2026 [1261]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3745 | 43 / 49 | 10:00 - 11:20 | T,Th | ||
| LEC 002 | 3746 | 45 / 49 | 11:30 - 12:50 | T,Th | ||
| LEC 003 | 4065 | 42 / 49 | 13:00 - 14:20 | T,Th |
Fall 2025 [1259]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3431 | 66 / 66 | 11:30 - 12:50 | M,W | ||
| LEC 002 | 3864 | 66 / 66 | 13:00 - 14:20 | M,W | ||
| LEC 003 | 3865 | 55 / 66 | 14:30 - 15:50 | M,W | ||
| LEC 004 | 3866 | 64 / 66 | 16:00 - 17:20 | M,W |
Winter 2025 [1251]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3895 | 50 / 50 | 10:00 - 11:20 | M,W | ||
| LEC 002 | 3896 | 31 / 50 | 11:30 - 12:50 | M,W | ||
| LEC 003 | 4451 | 49 / 50 | 13:00 - 14:20 | M,W |
Winter 2024 [1241]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 4011 | 57 / 55 | 11:30 - 12:50 | T,Th | ||
| LEC 002 | 4012 | 57 / 55 | 13:00 - 14:20 | T,Th | ||
| LEC 003 | 4013 | 56 / 55 | 14:30 - 15:50 | T,Th | ||
| LEC 004 | 8779 | 56 / 55 | 17:30 - 18:50 | T,Th |
Fall 2023 [1239]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3403 | 16 / 70 | 08:30 - 09:50 | M,W | ||
| LEC 002 | 3981 | 49 / 49 | 10:00 - 11:20 | M,W | ||
| LEC 003 | 3982 | 68 / 68 | 11:30 - 12:50 | M,W | ||
| LEC 004 | 3983 | 69 / 69 | 13:00 - 14:20 | M,W | ||
| LEC 005 | 8634 | 37 / 38 | 14:30 - 15:50 | M,W |
Winter 2023 [1231]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 4298 | 66 / 70 | 11:30 - 12:50 | M,W | HH 1102 | David Lin |
| LEC 002 | 4299 | 62 / 70 | 13:00 - 14:20 | M,W | HH 1102 | David Lin |
| LEC 003 | 4300 | 57 / 70 | 14:30 - 15:50 | M,W | HH 1102 | David Lin |
| TST 101 | 8032 | 185 / 210 |
Fall 2022 [1229]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3699 | 60 / 60 | 08:30 - 09:50 | M,W | HH 1102 | David Lin |
| LEC 002 | 4444 | 59 / 60 | 10:00 - 11:20 | M,W | HH 1102 | David Lin |
| LEC 003 | 4445 | 62 / 60 | 11:30 - 12:50 | M,W | HH 1102 | Andrew Bauer |
| LEC 004 | 4446 | 58 / 60 | 14:30 - 15:50 | M,W | HH 1102 | David Lin |
Winter 2022 [1221]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 8878 | 69 / 70 | 10:00 - 11:20 | M,W | HH 1102 | David Lin |
| LEC 002 | 8879 | 71 / 70 | 11:30 - 12:50 | M,W | HH 1102 | David Lin |
| LEC 003 | 8880 | 71 / 70 | 14:30 - 15:50 | M,W | HH 1106 | David Lin |
Fall 2021 [1219]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3528 | 26 / 40 | 10:00 - 11:20 | M,W | HH 1106 | Andrew Bauer |
| LEC 002 | 8587 | 26 / 40 | 11:30 - 12:50 | M,W | HH 1106 | Andrew Bauer |
| LEC 003 | 8588 | 0 / 40 | 13:00 - 14:20 | M,W | HH 1106 | Andrew Bauer |
| LEC 004 | 8589 | 73 / 70 | 14:30 - 15:50 | M,W | Andrew Bauer | |
| LEC 005 | 8590 | 0 / 65 | 16:00 - 17:20 | M,W | HH 1106 | David Lin |
| LEC 006 | 8591 | 73 / 70 | 10:00 - 10:50 | M,W | David Lin | |
| LEC 007 | 11362 | 87 / 65 | 11:30 - 12:20 | M,W | David Lin |
Fall 2019 [1199]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3530 | 70 / 70 | 18:00 - 20:50 | T | HH 1104 | Brenda Brazier |
Fall 2018 [1189]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3441 | 68 / 70 | 18:30 - 21:20 | T | HH 1108 | Brenda Mae Brazier |
Fall 2017 [1179]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3624 | 57 / 70 | 18:30 - 21:20 | Th | HH 1108 | Brenda Mae Brazier |
Fall 2016 [1169]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 3751 | 65 / 70 | 16:00 - 17:20 | M,W | HH 1106 | Catherine Jones |
| TST 101 | 3790 | 65 / 70 | 19:00 - 21:20 | Th |
Fall 2015 [1159]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 4148 | 39 / 50 | 16:00 - 17:20 | M,W | HH 1102 | Catherine Jones |
| TST 101 | 4190 | 39 / 50 | 19:30 - 21:20 | M |
Fall 2014 [1149]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 4030 | 34 / 50 | 13:00 - 14:20 | T,Th | AL 105 | Catherine Jones |
| TST 101 | 4075 | 34 / 50 | 16:30 - 18:20 | M |
Fall 2013 [1139]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 7114 | 39 / 50 | 08:30 - 09:50 | T,Th | HH 2107 | Catherine Jones |
| TST 101 | 7172 | 39 / 50 | 19:00 - 21:20 | T |