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Overview
Program Description
This program is designed to provide students with effective
preparation for licensing exams required to work in the financial
services industry in Canada. The courses in this program provide
preparation for exams in the following professional designations:
Mutual Funds Licensing course (CIFC), Canadian Securities Course
(CSC1, CSC2), and the Life Licensing Qualification Program
(LLQP).
These courses are advantageous to those working in the
financial services industry who may require professional
development hours in the field of finance to keep their
professional designation credentials current.
Upon successful completion of this program, a student can
transfer all these courses into the Business- Finance diploma
program (BFN4) (admission requirements apply).
Courses
Program Requirements
| Level 1 | ||||
| Take all of the following Mandatory Courses: | ||||
| Expected Availability | ||||
| Credits | Fall | Winter | Summer | |
| Mutual Funds in CanadaFINA-1053 | 4 | Yes | Yes | No View More Details about FINA-1053 |
| 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. | ||||
| Investment in CanadaFINA-3032 | 4 | Yes | No | No View More Details about FINA-3032 |
| Any Canadian resident who wishes to be licensed to sell securities or advise clients on securities must complete the Canadian Securities Course. FINA3032 has the same content as Volume I of the Canadian Securities Course. Topics include the Canadian investment marketplace, the economy, fixed income securities, equity securities, derivatives, financing and listing securities and corporations and their financial statements. | ||||
| Portfolio ManagementFINA-3041 | 4 | No | Yes | No View More Details about FINA-3041 |
| Any Canadian resident who wishes to be licensed to sell securities or advise clients on securities must complete the Canadian Securities Course. 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. | ||||
| Life & Health Insurance PlanningINSR-3014 | 4 | Yes | No | No View More Details about INSR-3014 |
| This course is an introduction to the Canadian insurance industry and is a preparatory course for Provincial licensing requirements, for those who wish to sell Life insurance and other life insurance products in Canada. Topics discussed in this course include various insurance products, such as individual and group life as well as accident and sickness products. Also covered are topics such as underwriting and claims processes, the risk management process, including needs analysis, and legal and professional standards. | ||||
| 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
FAE1
Delivery
Part-Time
Online
Online
Topic Area
Business
Credential
Download the Part-time Studies Guide
What's included:
- How to assess if part-time learning is right for you
- Part-time learning options and the differences between each
- How to pay for your part-time education
- Part-time options within your area of interest
- How to sign up for part-time studies and where to get help