Course Description

Program Description Are you a pro at managing money with an added interest in stocks, bonds, investing and financial planning? Have you considered getting paid to help others manage their financial portfolios? The two-year Finance – Business program provides a concrete foundation in business as well as training in various areas of financial planning, investments, and life and health insurance. During the program you’ll have the opportunity to write the Canadian Investment Funds Course (CIFC)® exam to be eligible for mutual fund licensing, as well as the Canadian Securities Course (CSC)® exams to be eligible for a securities license. The requirements for each designation/certification listed are set by the granting body, not Durham College. In order to qualify for any of these designations/certifications, students need to follow and meet the required processes. NOTE: Students enrolling in this program are required to purchase their own laptop. The Finance – Business program will provide students with the skills and training required to work in a variety of areas within financial services including, firms dealing with pension plans, scholarships, educational savings plans, and investments funds. In addition to a foundation in business, learning will be focused on a range of areas including, personal financial management, tax and retirement planning, investments and estate planning, with an emphasis on training in financial services. Graduates of this program will have skills such as financial analysis, planning and control. You will learn how to: Keep a simple set of books for small businesses using accounting concepts and practices Understand the needs of clients in order to create relevant financial goals that are specific, measurable, actionable, realistic and time-sensitive Examine other countries, businesses and individuals to observe how they tackle the problem of scarce resources in order to satisfy needs and wants Efficiently use industry-standard money management software to perform transactions, keep track of sales and expenses and create financial reports. Efficiently use retirement planning software to forecast retirement scenarios for different situations or clients. Students may also be prepared to seek related licenses in finance. Successful graduates will be able to: Process and maintain financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations. Prepare and present financial information in compliance with relevant legislation and regulations for individuals and/or organizations. Generate financial reports and contribute to the development of a financial plan. Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service. Analyze within a Canadian context the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations. Career options: Accounting clerk Budget co-ordinator Credit officer Customer service representative Insurance representative

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