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Finance training courses and schools
Finance Knowledge,Skills and Tools

School: Business Career College
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Leveraging
Course Format: Online
The Leveraging Course was built in specific response to an industry need. Many advisors today use leveraging to help their clients achieve financial goals. This means that, whether you are encouraging your clients to use leverage or not, it is something that you are going to encounter. This course specifically covers: Know your client and Risk factors Investment basics Types of lev...
 

Life License Qualification (Certificate)
Course Format: Online
Online LLQP Exam Prep, Case Studies, and Mock Exam Paper-based Main Text The LLQP certification exam
 

Mutual Funds
Course Format: Classroom
This two-day seminar is designed to assist in preparing students for the Investment Funds in Canada course. Both of the industry-standard mutual funds courses are covered. Topics covered include: Investments, including stocks, bonds, derivatives, and money market Retirement planning Personal taxation Reading financial statements Portfolio construction History and evolution of m...
 

Personal Financial Planner (Certificate)
Course Format: Classroom
The Personal Financial Planner course is designed specifically for those working in the banking industry. This course starts with the basics of personal finance, and from there, moves into more advanced instruction of: Investment Planning Risk Management Tax Planning Estate Planning
 

Investment and Tax Planning
Course Format: Classroom
The Personal Financial Planner program is the financial planning course designed for those employed in the banking industry. Course 4 is a comprehensive study of investments and taxation. Topics covered include: Investment Overview Stocks, Bonds, Options, Money Market Instruments, and Derivatives Investment Planning Personal Taxation Corporate Taxation Taxation of Investments
 

Fundamentals of Personal Finance
Course Format: Classroom
After completing this course, participants will be able to: · Build and maintain effective relationships with clients · Prepare, analyse and understand personal financial statements · Prepare a debt and cash management plan · Use time value of money in financial calculations · Understand and explain how macro and micro economic factors may influence per...
 

Risk Management & Estate Planning
Course Format: Classroom
After completing this course, participants will be able to: · Assess and evaluate a client’s exposure to risk · Inform clients on property, life, disability, health and critical illness insurance · Explain the tax treatment of various forms of insurance · Identify and explain to clients the circumstances around when personal trusts or estate freezes are an appr...
 

School: Atlantic Business College
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Financial Spreadsheets
Course Format: Classroom
The uses of spreadsheets in business offices are numerous and varied. This course examines topics required for the creation and use of the more intricate spreadsheets used by businesses to create financial information, data tables, lookup tables, and pivot tables. You will also use advanced statistical, logical, and financial functions.
 

Financial Accounting
Course Format: Classroom
A recent survey of business managers indicated that they believe it is more important for college students to learn accounting than any other business subject. Accounting is not just mathematics! It is the information system that measures financial activities and then processes that information into reports, and communicates the results to decision makers. For that reason it is called the "...
 

School: Oulton College
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FINANCIAL ACCOUNTING
Course Format: Classroom
Students will benefit from a review of accounting from Module 1. In this advanced accounting course, students will expand their understanding of accounting principles and concepts while covering specific topics including: capital assets, current liabilities partnership accounting, corporate accounting, bonds payable, and long term liabilities. Accuracy and ethics are stressed throughout the c...
 

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