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Overview

Program Description

This program is designed to provide students with a selection of topics related to personal finance including financial planning, individual taxation, consumer credit and mutual funds in Canada. These courses are ideal for individuals interested in learning how to make better financial decisions over a lifetime and/or interested in exploring career possibilities in the financial services sector.

Courses

Program Requirements

Level 1
Take all of the following Mandatory Courses:
Expected Availability
CreditsFall Winter Summer
Financial PlanningFINA-10624NoYes
This course looks at the financial planning profession and role of a financial planner working with clients to make financial decisions and work towards achieving their financial goals. Aspects of measuring personal financial situation, goal-setting. decision-making process, and communication and trust are considered.
Individual TaxationFINA-10253NoYes
This course provides students with an understanding of the objectives and principles of income taxation in Canada. The topics covered include the role of government in income tax administration, tax filing rules, employment, business, interest, dividends, rental income, capital gains, other income, deductions, tax credits and the calculation of taxes payable for individuals resident in Canada. Upon successful completion of the course, the student should be able to comprehend the General Income Tax and Benefit Guide and utilize the information to prepare personal income tax returns.
Consumer CreditFINA-10403NoYes
This course provides students with an in-depth knowledge of consumer and mortgage lending from a lender's perspective. Topics include: the types of credit available to match consumers' needs, the application and assessment process, investigation, documentation and collection methods.
Mutual Funds in CanadaFINA-10534YesYes
This is an exciting preparatory course for those seeking to write the mutual funds licensing exam. This course is for students in the related programs but is offered at an introductory level with no prior knowledge required. Knowledge gained will be beneficial in both your personal and professional lives. Successful completion of the external industry exam is, for many employers, a mandatory first step in an investment industry career. Successful candidates will be eligible to provide mutual funds advice and product in Canada. The content very broadly covers the mutual fund investment industry in areas such as regulation, mutual fund mechanics, management styles, advisor requirements, private and public retirement plans and taxation of mutual funds. Students will register through www.IFSE.ca for access to course materials and industry exams.

Program Residency
Students Must Complete a Minimum of 4 credits in this
program at Fanshawe College to meet the Program Residency
requirement and graduate from this program

Program Details

Program Code
PFE1
Delivery
Part-Time
Online
Topic Area
Business