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Level 1
Course details
Client Communication
BUS8147
In this course, students will learn to construct comprehensive business reports and to develop effective presentations to communicate the results of their research. They will also learn to construct appropriate business communications that will permit them to professionally present themselves and their position.
This course will focus on communicating effectively with clients to keep them informed, help forge long term relationships, and to monitor client needs. Students will focus on the skills of active listening to ensure accurate information gathering, reduced misunderstandings, and increased rapport. Students will prepare and practice for presentations in a variety of settings including one-on-one, small groups and large audiences with a view to building confidence and professionalism.
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Conestoga 101
CON0101
- Hours: 1
- Credits: 0
- Pre-Requisites:
- CoRequisites:
Ethics
ETHS8020
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Canadian Securities I
FIN8070
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Insurance Fundamentals
FIN8122
This course focuses on the Life and Health Insurance Industry in Canada and is a preparatory course for the Ontario Life Licensing Qualification Program (LLQP) for those students wishing to obtain their Life and Health insurance license. Emphasis is placed on utilizing insurance products as a method to manage risk. Topics covered include life insurance contracts, disability insurance, group insurance, critical illness insurance long-term care and extended insurance products as well as the underwriting process. Insurance needs analysis, professional conduct standards and the application of insurance to the small business market will also be covered. The course also addresses investment products and retirement income strategies offered by Life Insurance companies,
- Hours: 70
- Credits: 5
- Pre-Requisites:
- CoRequisites:
Financial Planning Essentials
FIN8195
This course is designed to introduce students to the Financial Planning industry, and the role of the Financial Planner. Upon successful completion of this course, students will be able to identify and implement best practices in the key areas of financial planning: Budgeting and Borrowing, Personal Financial Statements, Taxes, Investments, Retirement, Risk Management and Estate Planning.
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Level 2
Course details
Entrepreneurship for Financial Planners
ENTR8020
- Hours: 70
- Credits: 5
- Pre-Requisites:
- CoRequisites:
Canadian Securities II
FIN8080
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Financial Planning with Technology
FIN8165
This course allows the student to demonstrate the skills of selling and marketing in the financial services industry. This includes awareness of buyer behaviour, the ability to organize an effective sales presentation, the ability to develop and present an effective financial plan and demonstrate the skills and attitudes essential to the successful salesperson. Course includes a lab component designed to permit students to apply their knowledge through use of a variety of financial planning software.
- Hours: 28
- Credits: 2
- Pre-Requisites:
- CoRequisites:
Financial Planning Technical Knowledge and Analysis
FIN8200
- Hours: 84
- Credits: 6
- Pre-Requisites:
- CoRequisites:
Tax Strategies For Financial Planners
FIN8210
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Program outcomes
- Integrate ethical decision-making processes into all aspects of the financial planning profession.
- Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
- Prepare accurate and relevant financial plans manually and electronically.
- Integrate economic and personal information necessary for effective financial planning decisions.
- Compare, contrast and select, from appropriate financial products and services, investment planning and counselling services for the public according to industry standards, including taxation.
- Effectively market financial products through the development of an inventory of prospective clients, following up with individual sales strategies in pursuit of new and renewal business.
- Recognize potential tax and legal implications within a financial planning situation.
- Identify and apply written and verbal client-focused communications styles and strategies.
- Research market opportunities and implement a business plan in support of client needs, as well as student career choices.
- Provide recommendations and options for managing risk involving life and health insurance products.