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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...

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.

This course provides a detailed look at the many sources of retirement income available to Canadians and how individuals can plan for their retirement, considering income needs, alternative savings/retirement income vehicles and taxation issues. The course discusses how the financial planner can provide assistance to clients in retirement planning.

This course helps prepare students for securities industry licensing exams. FINA 3041 has the same content as Volume II of the Canadian Securities Course and covers investment analysis, security valuation, portfolio development, mutual funds, segregated funds, hedge funds, other managed products, taxation and financial planning.

This course provides the student with a basic knowledge of the structure, purpose and administration of the federal personal income tax system. The course begins with an introduction to the Canadian personal tax system as well as administration and deadlines related to personal tax. It also covers the calculation of employment income (what income and benefits are included on an employee's T4). It...

This course provides the student with a basic knowledge to complete a T1 federal income tax return. It discusses the personal tax rules related to capital gains and losses, including the principal residence exemption, identical property dispositions, and personal use property. It covers miscellaneous income and deductions such as moving expenses, childcare expenses, pensions, and RRSPs, as well as...

Students gain an overview of the principles, ethics and practices of professional fundraising and a systemic examination of the thinking and preparation that is required before an organization can engage in successful fundraising. Students examine the evolution of fundraising in North America, the role the voluntary sector plays in today's society and the changing nature of the position of the...

Accountability and transparency are key in today's society. Students develop realistic marketing, communication and financial plans that reflect the budgetary obligations of an organization, learn how to inspire general public interest and establish trust in the brand of the organization they represent. Students learn the importance and role of marketing, public relations and financial management...

Issues and processes involved in planning and organizing special events are presented. Students examine the organization, advantages and disadvantages of special events as a fundraising technique including tasks and responsibilities, working with committees, creative development of event concepts, scheduling and budgeting and strategies for maximizing profits from the event. Corporate partnerships...

The funding relationship between the charitable sector, corporations and individual donors is integral to fundraising. Students learn the needs and motivations of donors (corporations or individuals) and what sustains long-term partnerships with the non-profit sector. They also learn to identify, analyze and rate potential prospects and prepare a solicitation approach accordingly. This course is...