Program Details
NOTE: Students enrolling in this program are required to purchase their own laptop. For specific hardware and software requirements for this program click here.
The Finance – Business program will provide students with the skills and training required to work in a variety of areas within financial services including, firms dealing with pension plans, scholarships, educational savings plans, and investments funds. In addition to a foundation in business, learning will be focused on a range of areas including, personal financial management, tax and retirement planning, investments and estate planning, with an emphasis on training in financial services. Graduates of this program will have skills such as financial analysis, planning and control.
There are also opportunities for graduates to pursue further education including DC’s advanced diploma in Finance – Business Administration.
You will learn how to:
- Keep a simple set of books for small businesses using accounting concepts and practices
- Understand the needs of clients in order to create relevant financial goals that are specific, measurable, actionable, realistic and time-sensitive
- Examine other countries, businesses and individuals to observe how they tackle the problem of scarce resources in order to satisfy needs and wants
- Efficiently use industry-standard money management software to perform transactions, keep track of sales and expenses and create financial reports.
- Efficiently use retirement planning software to forecast retirement scenarios for different situations or clients.
Students may also be prepared to seek related licenses in finance. Specifically, this program may prepare students to complete the following exams and certifications:
- Canadian Securities Course exam.
- Financial Planning Exam 1 – a required step toward obtaining a Certified Financial Planner (CFP) designation.
- Canadian Investment Funds (IFSE) mutual funds licencing exam and
- Students will also receive some preparation to write the Life Licence Qualification Program (LLQP) exam certificate required for selling life insurance products.
Note: The requirements for each designation/certification listed above are set by the granting body, not Durham College. In order to qualify for any of these designations/certifications, students need to follow and meet the required processes.
Successful graduates will be able to:
- 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 and contribute to the development of a financial plan.
- Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service.
- Analyze within a Canadian context the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
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