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Note: McGill’s new Course Catalogue will replace the eCalendar. The Course Catalogue is expected to go live the week of April 22nd. When the new site is published, "mcgill.ca/study" will be redirected to the new Course Catalogue website.

Course information on this site is not reflective of offerings for the 2025–2026 academic year. Some irregularities may occur as we move operations to the incoming Course Catalogue.

CCFA 536 Behavioural Finance and Wealth Planning (3 credits)

Offered by: Administration & Governance (School of Continuing Studies)

Overview

CCFA : The standard economic paradigm - rational agents in an efficient market - does not adequately describe behaviour in financial markets. Students will survey emotional and cognitive biases, as well as the use of psychological criteria to guide alternative theories of financial markets. Introduces students to the management and planning of individual and family portfolios as well as tax considerations and tax efficiency strategies in portfolio management.

Terms: This course is not scheduled for the 2024-2025 academic year.

Instructors: There are no professors associated with this course for the 2024-2025 academic year.

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