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Finance training courses and schools
Finance Knowledge,Skills and Tools

School: Royal Canadian Institute of Technology
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Capital Markets and Financial Services
Course Format: Classroom
Introduction Investment Capital Sources of Capital Users of Capital The Role of Financial Instruments The Role of Financial Markets Dealer Markets �The Unlisted Market The Role of Financial Intermediaries The Canadian Securities Industry Chartered Banks Life Insurance Companies Investment Funds Other Intermediaries Regulatory Organizations The Clearing System CSI Global Educatio...
 

Canadian Economy
Course Format: Classroom
An Overview of the Economy Measuring Economic Growth The Economy in the Short Run The Economy in the Long Run Interest Rates Money and Inflation Labor Markets The External Sector Economic Theories Fiscal Policy Monetary Policy The Challenge for Government policy
 

Canadian Securities (Certificate)
Course Format: Classroom
The financial industry as a whole is becoming much more integrated than it used to be. Banks and other financial institutions now find themselves acting in the role of investment advisors, and look for people to hire who have an education and background to fulfill those new needs. Completion of the Canadian Securities Program is a necessary prerequisite for anyone entertaining a career in finan...
 

School: Ashton College
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Canadian Investment Funds
Course Format: Classroom
The students will be given information of the various types of mutual funds, forms to evaluate performance, client’s objectives, and time horizon and risk tolerance. It also covers a mutual fund salesperson’s legal, ethical and professional responsibilities. By the end of the program, students will have the foundation of what they need to know to be mutual fund salespeople. The program provides...
 

Canadian Securities
Course Format: Classroom
If you are just entering the financial service industry, The Canadian Securities Course (CSC) will give you the knowledge and skills that employers demand. If you are currently working in the Industry, the CSC will enhance your skills, ensuring that you are able to provide the most complete services for your clients and help you excel in your career. Successful Completion of the CSC allows y...
 

Certified Employee Benefit Specialist
Course Format: Classroom
In the employee benefits and compensation field, the most widely recognized and respected professional credential is CEBS - the Certified Employee Benefit Specialist. CEBS was established in 1977 through a partnership of the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania. The International Foundation, the largest educational organi...
 

Certified Financial Planner
Course Format: Classroom
There is an increasing demand for qualified professional financial planners. The financial needs and objectives of individuals are complex and are best met by applying expertise in areas such as investment strategies, retirement planning, estate planning, insurance and taxation. This program is designed to help financial planners achieve their goals. Financial planners learn the fundamentals of...
 

Elder Planning Counselor
Course Format: Classroom
The Elder Planning Counselor (EPC) program is intended to enrich the knowledge and understanding of professionals on topics focusing upon the evolving and specialized needs of Canada’s citizens as they age. This program will enable you to assist the elderly in their planning and care in terms that they will accept and appreciate. The program was developed by industry specific experts who have ...
 

Registered Health Underwriter
Course Format: Classroom
The Registered Health Underwriter (RHU)® program is designed to provide students with the knowledge they need to become an expert in the area of living benefits. The program provides an overview of the historical development of living benefits; covers the future trends in this field and how to take advantage of them. The RHU® designation is the premier credential in the health insurance mar...
 

Life Licence Qualification
Course Format: Classroom
The program presents materials that provide the students with the knowledge in the products and services relevant to the current marketplace. It consists of 12 modules: Financial & Industry Overview, Life Insurance Products, Accident and Sickness Insurance (Disability Insurance), Group Insurance, Underwriting, Issue and Claims, Professional Standards, Common Law, Contracts Law and Life Insuranc...
 

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