Personal Finance Essentials

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 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.

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.