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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. 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 | |
| Financial PlanningFINA-1062 | 4 | No | Yes | No View More Details about FINA-1062 |
| 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. | ||||
| Retirement Planning 1FINA-1069 | 3 | No | Yes | No View More Details about FINA-1069 |
| 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. | ||||
| Consumer CreditFINA-1040 | 3 | No | Yes | No View More Details about FINA-1040 |
| 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-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. | ||||
| 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
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