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.
