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Finance training courses and schools
Finance Knowledge,Skills and Tools

School: Ashton College
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Financial Planning Education for Accountants
Course Format: Classroom
This program is designed for busy accountants pressed for time; it’s an accelerated version of our CFP® Education Program. You can use this program to fully prepare for the National CFP® Examination and earn your CFP® designation, or simply to add to and update your financial planning knowledge for everyday use. Students will study the basic concepts of contracting and family law fol...
 

Chartered Life Underwriter
Course Format: Classroom
A person holding the Chartered Life Underwriter (CLU) designation is a specialist in life insurance and estate planning. The CLU educational program consists of three specialized courses that provide additional learning in life insurance applications, insurance law and taxation, and applied estate planning. The content of these three courses builds upon the concepts found in the courses lead...
 

School: Metropolitan Community College
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Business Finance
Course Format: Classroom
Students learn and apply basic financial tools and concepts. They analyze and interpret financial data, basic capital budgeting and their applications, risk returns and capital market. Topics include analysis and applications of corporate financial statements, capital markets, time value of money, long-term financial planning, investment criteria, bond and stock valuation.
 

School: Discovery Community College
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Accounting and Finance (Certificate)
Course Format: Classroom
Our program provides graduates with the skills and knowledge required to work in a modern office environment. Your hands-on training will include computer hardware skills and knowledge, computer software skills focusing on the MS Office suite, organizational and communication skills, basic bookkeeping and computerized accounting knowledge, and employability skills. You will work both independen...
 

School: LaSalle College
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Insurance and Financial Advisory Services
Course Format: Classroom
The insurance and financial services world offers a multitude of dynamic jobs. Students of the Insurance and Financial Advisory Services program possess the dynamism and flexibility that pave the way to a wide range of professions. Whether graduates focus on personal insurance, liability insurance or financial services, they will benefit from acquiring the professional knowledge and skills...
 

School: Inter-Dec College
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BUDGETARY AND FINANCIAL PLANNING
Course Format: Online
The targeted skills are: �Establishing budget forecasts. �Managing the budget. �Analyzing sales reports. �Interpreting the gap between objectives and results. �Taking corrective measures.
 

School: Business Career College
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Accident & Sickness Licensing (Certificate)
Course Format: Online
The Accident & Sickness Licensing Course is designed to help new advisors obtain their A&S license. The course covers all the topics covered on the provincial licensing exam, including: Agent Responsibilities Professionalism Legal Considerations Underwriting and Claims Accident & Sickness Products Disability Insurance Group Insurance The course includes a textbook, study que...
 

Certified Financial Planner
Course Format: Classroom
The Certified Financial Planner designation is widely recognized as the pre-eminent designation for financial services professionals in Canada. This course is based on the Advocis (see www.advocis.ca) CFP program. There are a total of four modules. A complete syllabus for this course can be found at the Financial Planners Standards Council website at www.fpsccanada.org. Business Career ...
 

Elder Planning Counselor (Certificate)
Course Format: Classroom
Standard designation granting course for advisors who specialize in elder planning. Upon successfully completing the EPC course and examination, advisors will have the EPC desingation and become an EPC member. Students will enhance their knowledge and understanding of the 50+ age demographic through education on topics focusing upon the evolving and specialized needs of Canada’s citizen...
 

Financial Services Administrative Assistant (Certificate)
Course Format: Classroom
Introduction and Vocabulary: An industry overview to provide a foundation for learning Telephone Skills: Manners, etiquette, and scripting to provide a professional image Business English: Readability, common grammar errors, keeping a positive tone, email etiquette Industry Specific Scheduling: Use of an electronic daytimer, improving time management, client contact efficiency, email m...
 

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