Program Description:

Program Overview In this program, learners will gain the knowledge and develop the skills they need to become the go-to solution provider for clients looking for financial advice. Learners will explore Financial Planning, Personal and Corporate Finance, Canadian Investment Funds as well as Taxation and professional selling.  Students will learn how to hone their research and analytical skills and put them to good use by matching up the right opportunities for the right clientele. This program also includes higher-level courses designed to enhance critical thinking skills and Indigenous-focused content provides perspective on Indigenous issues within a Canadian business context.             Industry exams are written as part of the program curriculum. Upon successful completion, learners will be licensed to sell mutual funds in Canada.  Additionally, learners will obtain credit from the Investment Funds Institute of Canada for financial planning by registering directly with the organization.