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Distance Learning - Part-time Courses - Financial Planning

Click on the course code or title below for a full description of the course. If available for registration, clicking on "Details" in the Status column will open a new browser tab or window in the Student Portal.

Courses
Course # Courses Status
OLRN1137 Income Tax Planning

Description: Taxes in Canada can account for a large portion of an individual's expenditures; as such Income Tax Planning plays an important role in providing individuals with methods to reduce and or eliminate taxes whenever possible. The Income Tax Planning Course will lead learns through completing basic income tax returns, a range of business structures, as well as federal and provincial tax legislation. Learners will also gain knowledge on how to make effective use numerous tax deductions and credits; various types of tax advantages and the trade-offs between different benefit.
Hours: 42
Credits: 3
Pre-Requisites: OLRN1138
CoRequisites:

Details
OLRN1133 Investment Planning

Description: This course examines the nature of capital markets and the theories regarding markets. Students will be introduced to the characteristics of securities, the operation of securities markets and the issues underlying modern portfolio theory. The course describes Canadian financial markets, investor objectives and the selection of investments to fulfil these objectives given the limitations of risk and return.
Hours: 45
Credits: 3
Pre-Requisites:
CoRequisites:

Details
OLRN1132 Life and Death Issues in Financial Planning

Description: This course looks are risk exposures and how individuals and businesses address these risks. Estate planning looks at ways to evaluate the costs and benefits of different courses of action which effect the funds your heirs receive after your death.
Hours: 45
Credits: 3
Pre-Requisites:
CoRequisites:

Details
OLRN1153 Person Directed Planning

Description: Different ways of assisting people to achieve their desired lifestyle through person directed planning will be explored. Several planning methods (technologies) will be studied. Evaluation of the supports provided as a result of the planning process will be examined in terms of outcome based performance measures, accountability and quality of life indicators. This course investigates the fundamental elements of interpersonal communication. Skills in improving communication climates and resolving interpersonal conflicts are examined.
Hours: 42
Credits: 3
Pre-Requisites:
CoRequisites:

Details
OLRN1128 Personal Finance

Description: This course introduces students to the factors that influence personal and societal finances. Through an understanding of basic principles, vocabulary and concepts, students adjust to changing situations by recognizing the ways that new practices or trends affect personal finance. Students recognize and understand personal values, how they change throughout the lifecycle and how they influence financial decisions.
Hours: 42
Credits: 3
Pre-Requisites:
CoRequisites:

Details
OLRN1141 Retirement Consultant Certificate Preparation

Description: This course will provide the student with the fundamental education required to prepare retirement plans for clients.
Hours: 56
Credits: 4
Pre-Requisites: OLRN1137
CoRequisites:

Details
OLRN1134 Retirement Planning

Description: With the increase in life expectancy for both men and women retirement planning has become increasingly important in preparing individuals' overall financial plans. The Retirement Planning course will provide learners with the basic tools and skills needed to prepare retirement plans for their prospective clients. Learners will review various sources of income at retirement including; Government Sponsored Retirement Income Programs, Employer Sponsored Pension Plans, Deferred Profit Sharing Plans and Personal Savings Plans and incorporate these into retirement savings plans and post-retirement income plans. This unit also incorporates Education Planning, Home Buyers' Plan and Tax-Free Savings, as they relate to retirement and savings.
Hours: 42
Credits: 3
Pre-Requisites:
CoRequisites:

Details
OLRN1139 Risk Management and Estate Planning

Description: The average life expectancy of Canadians has increased exponentially over the decades as such estate planning and risk management are also moving to the forefront of overall financial planning. The Risk Management and Estate Planning course will provide learners with an in-depth understanding of risk management issues including disability, death, property and liability. It will also prepare learners in respect to estate planning issues pertaining to property interests, family law, will preparation and taxation upon death.
Hours: 42
Credits: 3
Pre-Requisites: OLRN1134
CoRequisites:

Details
OLRN1138 Strategic Investment Planning

Description: In today's fast paced investment environment it is not only necessary but vital that learners obtain the knowledge required to design client investment portfolios that will help clients meet their wealth accumulation goals. The Strategic Investment Planning course will provide learners with an in-depth understanding of investment products and the methods available in preparing and evaluating investment portfolios for their prospective clients. Strategic investment planning process will be introduced to be used when designing and evaluating individual investment portfolios.
Hours: 42
Credits: 3
Pre-Requisites: OLRN1139
CoRequisites:

Details

Program contacts for Financial Planning.

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