PART-TIME | WINNIPEG LOCATIONS FINPP-CT Financial Planning

Objectives/Learning Outcomes

Upon successful completion of the program, you should be able to:

  • Provide solutions assessments and validation to a broad range of financial securities concepts including t-bills, bonds, debentures, common and preferred shares, equities and financial derivatives.
  • Work as a professional maintaining high standards of practice, making ethical/legal judgments and decisions, and sustaining professional standing through a commitment to life-long learning.
  • Demonstrate effective use of written, verbal, and non-verbal communication, employing relevant knowledge, skills, and judgment in a business setting.
  • Document, manage, understand and communicate all aspects of the personal financial process and its components and steps.
  • Understand insurance and estate planning documents such as wills and trusts and their uses in estate planning.
  • Use a financial calculator in determining the time value of money.
  • Demonstrate knowledge, understanding and competence with all areas of the strategic investment planning process.
  • Complete a retirement plan demonstrating a complete understanding of pension plans and options including allowances.
  • Discuss real estate, limited partnerships and trusts, oil and gas investments, film deals, labour sponsored funds, and mutual fund limited partnerships.
  • Understand fundamental and technical analysis.
  • Discuss investment theory and financial economics.
  • Discuss basic personal and corporate tax issues and planning opportunities with an understanding of personal vs. corporate tax rates.
  • Discuss the difference between taxation of interest/dividends/capital property, deductions vs. expenses, and the general structure of a T1 tax return.
  • Demonstrate employability skills and a commitment to professionalism.
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Red River College endeavours to provide the most current version of all program and course information on this website. Please be advised that classes may be scheduled between 8:00 a.m. and 10:00 p.m. The College reserves the right to modify or cancel any course, program, process, or procedure without notice or prejudice. Fees may change without notice.