Register now for BUS321 SP22 Personal Financial Planning

BUS 321 SP 22 Personal Financial Planning course

May 2-6, 2022, 9:00am – 4:00pm

Derek Beatty, PFP, FCSI, CFA

Senior Investment Counsellor & Portfolio Manager

BMO Private Wealth

Derek Beatty, PFP, FDSI, CFA, is a Senior Investment Counsellor & Portfolio Manager. He is passionate about helping investors understand how to manage their savings and wealth informed from a Biblical perspective. He will share market insight and his expertise in this Spring 2022 course.

Financial literacy is so important as we steward the resources with which God has blessed us. This course examines global capital markets and relates such markets to the practical application of building a personal financial plan all through the lens of being a Christ-follower. Wealth management is much more complex than simple stewardship rules. Money and our attitude towards finances are a litmus test of our spiritual character.

Course pre-requisite: Completion of 30 credits or permission of the department.