Search

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.

In this course, students will explore the many facets of financial management that department managers and administrators are required to know to manage a retirement community facility responsibly and effectively, with an awareness of how the financial decisions that are made impact the operations of the facility and experiences of the residents. Topics will include basic accounting principles...

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.

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...

This 120 hour practicum and synthesis course is designed to support and enrich students' learning experiences and increase their counselling competence. The practicum takes place within a mutually agreed upon practice setting with an appropriate preceptor. Students have opportunities to integrate mental health concepts with practice by developing and maintaining therapeutic relationships, and...

Students gain an overview of the principles, ethics and practices of professional fundraising and a systemic examination of the thinking and preparation that is required before an organization can engage in successful fundraising. Students examine the evolution of fundraising in North America, the role the voluntary sector plays in today's society and the changing nature of the position of the...