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Registration in a program is done on a course-by-course basis each term. The expected availability of courses is displayed below but may change throughout the year. Click on the arrows below to confirm upcoming course offerings and to add a course to your online shopping cart. For assistance, please use the inquiry form on this page or call 519-452-4277.
Level 1 | ||||
Take all of the following Mandatory Courses: | ||||
Expected Availability | ||||
Credits | Fall | Winter | Summer | |
Mutual Funds in CanadaFINA-1053 | 4 | Yes | Yes | No |
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 |
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 |
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 |
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 | ||||
What's included: