Financial Planning Services

In this course, students will learn to construct comprehensive business reports and to develop effective presentations to communicate the results of their research. They will also learn to construct appropriate business communications that will permit them to professionally present themselves and their position.

This course will focus on communicating effectively with clients to keep them informed, help forge long term relationships, and to monitor client needs. Students will focus on the skills of active listening to ensure accurate information gathering, reduced misunderstandings, and increased rapport. Students will prepare and practice for presentations in a variety of settings including one-on-one, small groups and large audiences with a view to building confidence and professionalism.

• Hours: 56
• Credits: 4
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: No cost.

• Hours: 1
• Credits: 0
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: No cost.

• Hours: 56
• Credits: 4
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: No cost.

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: No cost.

This course is designed to introduce students to the Financial Planning industry, and the role of the Financial Planner. Upon successful completion of this course, students will be able to identify and implement best practices in the key areas of financial planning: Budgeting and Borrowing, Personal Financial Statements, Taxes, Investments, Retirement, Risk Management and Estate Planning.

• Hours: 56
• Credits: 4
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: $86.00

• Hours: 56
• Credits: 4
• Pre-Requisites:
• CoRequisites:
• Estimated required text and/or learning resource costs: $108.00