Business Administration - Financial Planning

Description:

Introducing the legal system which governs personal and commercial relationships in Canada, this course provides knowledge of the basic legal concepts in order to gain insight into judicial reasoning. Areas covered range from contract law to real property and protection of creativity.

• Hours: 42
• Credits: 3
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: $87.00

Description: This course focuses on the Life and Health Insurance Industry in Canada and is a preparatory course for the Ontario Life Licensing Qualification Program (LLQP) for those students wishing to obtain their Life and Health insurance license. Emphasis is placed on utilizing insurance products as a method to manage risk. Topics covered include life insurance contracts, disability insurance, group insurance, critical illness insurance long-term care and extended insurance products as well as the underwriting process. Insurance needs analysis, professional conduct standards and the application of insurance to the small business market will also be covered. The course also addresses investment products and retirement income strategies offered by Life Insurance companies.

• Hours: 70
• Credits: 5
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: $240.00

Description:

In this course, students will examine the practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. Students will learn to use these tools to improve business relationships with customers, assist in customer retention and drive sales growth.

• Hours: 42
• Credits: 3
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: Not available at this time.

Description:

This course is the second and final component of the Canadian Securities Fundamentals. Topics covered include: managed funds including mutual funds and other products; segregated funds; derivative securities; analyzing markets and products including fundamental valuation models, indices & averages; financial planning, ethics and taxation; asset allocation and portfolio performance.

• Hours: 70
• Credits: 5
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: Not available at this time.

Description:

The student is provided with a financial planner’s working knowledge of the Income Tax Act. Topics covered include differential tax rates for business income, employment income, dividends and capital gains, and how they impact investments, retirement planning through RRSP’s and pension plans, and estate planning through the tax free pass-through of insurance proceeds.

• Hours: 42
• Credits: 3
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: Not available at this time.

Description: This course emphasizes the financial manager’s role as it relates to long term issues in investing and financing. The objective of this course is to develop an understanding of the concepts and principles of the management of capital assets and resources. Topics include the theory and practice of capital budgeting, cost of capital, capital structure, sources of long term financing, dividend policy, corporate securities, and mergers and acquisitions.

• Hours: 42
• Credits: 3
• Pre-Requisites: FIN2020
• CoRequisites:
• Estimated required text and/or learning resource costs: No cost.

Description: This course provides students the opportunity to integrate concepts gained throughout the program. Students will produce a professional and comprehensive Business Plan for their own financial services practice. The Business Plan will demonstrate each student’s ability to conduct industry research and to document their results in a succinct, professional report. This course will also allow students to enhance their sales and presentation skills. Focus will also include understanding client behaviour, classroom discussions, and role play sessions designed to develop the skills required to succeed as an advisor in the financial planning industry.

• Hours: 70
• Credits: 5
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: No cost.

Description:

This capstone course has been designed to meet the FP Canada advanced financial planning curriculum. It provides students with the opportunity to demonstrate the ability to gather, analyze and synthesize a comprehensive financial plan in a mock client scenario. The completion of this course by nature of the activities required, incorporate financial planning competencies, technical knowledge, and professional practice skills required by the profession.

• Hours: 84
• Credits: 6
• Pre-Requisites: FIN2050 OR FIN2055 AND FIN2065 OR FIN2067
• CoRequisites:
• Estimated required text and/or learning resource costs: Not available at this time.

Description:

This course requires students to develop a further familiarity of the Fundamental Financial Planning Practices of the financial planning profession. These planning practices include specific technical knowledge and professional skills, which form required competencies of the CFP and QAFP professional. Topics covered in this class will include key aspects of retirement planning, estate planning, separation planning, and planning for business owners. Students will have the opportunity to apply the learnings by completing a comprehensive financial plan in a group format presented to industry professionals.

• Hours: 84
• Credits: 6
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: Not available at this time.

Description:

In this course students will learn how current trends, news, policies, and technology are changing the way financial decisions and investments are conducted and how they impact the financial planning industry.

• Hours: 42
• Credits: 3
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: Not available at this time.