FASS 208 - Introduction to personal financial planning for students

Get money wise

Introduces students to how to optimize their financial resources.  Some of the topics which will be covered are debt avoidance and management, saving vs investing, creating and maintaining a budget, tax planning strategies, passive income, cryptocurrencies, and side hustles, and the importance to networking. The goal is to help students learn and develop the habits needed to reach their financial goals.

FASS 208-1 runs May 18-June 15, 2021. Complete before the workload of your other classes kick in!

Register now. Space is limited.

Summer 2021 course outline →

What you will learn and when it is offered

What you'll learn

  1. How to save money effectively and the power of compound interest.
  2. Smart spending (appreciating vs. depreciation assets) and living within your means (budgeting).
  3. Delayed gratification and investing as a way of building wealth.
  4. Strategic use of registered plans (RRSP, TFSA, LIRA, RDSP, etc.).
  5. Safeguarding and improving credit.

When it is offered

Tuesdays

  • May 18
  • May 25
  • June 1
  • June 8
  • June 15

Time:

  • 2:30 - 5:20 pm

Course instructor

Mark Ting

Mark Ting CFP, BA, FEA is a partner and portfolio manager with Foundation Wealth Partners where he helps high net-worth families achieve their financial goals. He is also the Guide to Personal Finance on CBC Radio’s “On the Coast” with Gloria Macarenko and a regular op-ed contributor for CBC.ca. Every week he gives his insight into topics such as mortgages, real estate, personal finance and investment strategies.

Mark is a life-long entrepreneur who understands how difficult it is to acquire, grow and preserve wealth. He believes that a strong financial acumen prepares families and businesses to successfully adapt to a changing world. He is the season 2 host of UBC Alumni’s Podcast “My Financial Life," a guest speaker for various community groups and volunteers in local schools with JA British Columbia, an organization whose goal is to improve the financial literacy and decision-making skills of B.C. students.

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