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Financial Literacy: Personal Finance @ TMU

This guide provides a general overview of financial literacy, including reading materials, videos and personal finance resources at Toronto Metropolitan University Library.

TMU Library Collections

 


Books (including eBooks) on Personal Finance and Financial Literacy

You can find a number of articles (scholarly, trade, or news) published on financial literacy.  Connect to an article database and use keywords and phrases, such as “financial literacy”, to find relevant material.  Add more keywords and phrases to broaden or narrow your search. 

The following article databases are good starting points: Scholars Portal Journals, Emerald Journals, ProQuest Business Premium Collection, ProQuest Databases Platform, Factiva.

 

Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
 

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Certificates & Courses

Certificate in Financial Planning

This advanced certificate is designed to build on your background in accounting, finance, or management and may lead you to a professional career as a financial planner.

Certificate in Economics and Finance

This certificate will help students to qualify as Chartered Financial Analysts, Certified Financial Analysts, and/or Certified Financial Planners, to name only three examples of professional designations. The program will also help to prepare students for the Canadian Securities Examination.


 

FIN 502: Personal Financial Planning

This course introduces a framework of basic principles and the financial planning techniques used in professional practice. Topics include setting goals and budgeting, family life cycle, taxation, insurance, managing credit and debt, home ownership and investment principles and types.

‚ÄčFIN 812: Advanced Personal Financial Planning

This Capstone Course is designed to help students integrate concepts, knowledge and skills acquired in earlier courses. Students will demonstrate a range of professional competencies and communication skills through case studies and oral and written reports. Working in groups, students will develop critical thinking and problem-solving skills and demonstrate their mastery of the material by developing a complete financial plan. Lectures will focus on the practical application and integration of all personal finance topics.

AFF 502: Personal Financial Planning

This course introduces a framework of basic principles and the financial planning techniques used in professional practice. Topics include setting goals and budgeting, family life cycle, taxation, insurance, managing credit and debt, home ownership and investment principles and types.

TMSU and Ryersonian


 

TMSU Tax Clinic

The TMSU runs a free tax clinic for Toronto Metropolitan University Students. Appointments are limited, therefore, it is given on a first come, first serve basis. 2023 clinic appointment registration will open late February. Volunteer applications will open shortly.

The tax clinic is open to all TMU students in partnership with the Canada Revenue Agency (CRA) and Certified General Accountants of Ontario (CGAO). A team of trained student volunteers will help prepare your tax return and file it to the CRA on your behalf.

 

Personal Finance Articles in On The Record

Articles include a student guide to money, research study on spending habits and money saving tips for students.