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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.

Leaders in any organization need to understand the cost of doing business. Financial documents are used to explain how money is used in a business and can be interpreted to predict an organization's success. The ethical and effective use of financial statements and ratio calculations for forecasting and budget preparation can ensure investments or withdrawals within an organization will produce a...

This course provides an overview of financial management and covers financial statement analysis, forecasting, operating and financial leverage, working capital management, and sources of short-term financing. It provides a brief review of time value of money concepts as a stepping stone for capital budgeting decisions to be reviewed in Business Finance II. Some long-term financing valuation...

This course is a continuation of Business Finance I and covers long-term financing, investment considerations, risk and capital budgeting, dividends and retained earnings. This course is offered through OntarioLearn by the host college, Durham college.

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...