Academic and Research Institute of Business, Economics and Management
SUMY STATE UNIVERSITY

The Canadian experience in personal financial planning

Ludmila Gibner, MA in Economics of Enterprise (2011) has successfully graduated from George Brown College (Toronto, Canada) on specialty “Financial Planning” in 2013.

Today Ludmila has passed two certification exams in financial planning (2013, 2015) and works as a financial paraplanner at the TE Wealth in Calgary.
On September 25 Lyudmila visited Sumy State University with lecture “Canadian experience of personal financial planning” for students of economics and management faculty. Lyudmila told about the peculiarities of financial planning in Canada and shared her experience of working in international companies. During the lecture, which was held in English, were discussed the following issues like: financial management, investment planning, insurance and risk management, tax planning, retirement planning.