Courses
Level 1
Course details
Introductory Financial Accounting I
ACCT1030
College Reading & Writing Skills
COMM1085
Business Computing Applications I
COMP1056
Conestoga 101
CON0101
Introductory Financial Planning
FIN1020
Business Mathematics I
MATH1010
Electives: General Education
Student must pass 1 Course(s), selected in the Student Portal from available course options
Level 2
Course details
Professional Writing Skills for Business
COMM1380
Macroeconomics
ECON1030
Finance I
FIN2020
Canadian Securities Fundamentals I
FIN2055
Marketing I
MKT1040
Introduction to Supply Chain and Operations Management
OPER1160
Level 3
Course details
Applied Ethics
BUS3050
Microeconomics
ECON1020
Canadian Securities Fundamentals II
FIN2067
Financial Planning Essentials
FIN2135
Relationship Management in Financial Services
FIN2160
Electives: General Education
Student must pass 1 Course(s), selected in the Student Portal from available course options
Level 4
Course details
Business Law
BUS2010
Insurance Fundamentals
BUS3037
Data Analysis and Advanced Functions
COMP1003
Tax for Financial Planners
FIN3020
Business Mathematics II
MATH1020
Electives: General Education
Student must pass 1 Course(s), selected in the Student Portal from available course options
Program outcomes
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 for individuals and/or organizations by applying financial mathematics and statistics.
Contribute to the development and the implementation of a financial plan to meet individuals’ and/or organizations’ needs and objectives.
Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service.
Develop and implement strategies to establish and maintain professional networking and business relationships in the finance sector.
Analyze, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
Develop and implement ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
Show less