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View our Virtual tourCourses - January 2025
Level 1
Course details
Introduction to Accounting
ACCT1025
This course introduces the non-accounting student to the subject of Accounting. It is designed to teach the student an essential life skill. The course focuses on the logic of accounting principles and relates it to the financial well being of the student. The student will learn a basic understanding of accounting that can be used in both their personal life and business career.
This course introduces ASPE, IFRS, accounting terminology, the accounting equation, the double-entry system of bookkeeping, the accrual basis of accounting, financial statements and financial analysis and the ledgers and journals making up a basic accounting system for both sole proprietorship and corporation forms of businesses.
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
College Reading & Writing Skills
COMM1085
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Business Computing Applications I
COMP1056
During this course, the student will learn to effectively use Windows operating system, apply word processing techniques, create basic business presentations, and explore the power of spreadsheets . Students will also learn the skills necessary to operate effectively within the Conestoga College computing environment. An emphasis will be placed on the development of solutions to business problems using commonly available microcomputer tools.
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Conestoga 101
CON0101
- Hours: 1
- Credits: 0
- Pre-Requisites:
- CoRequisites:
Introduction to Personal Finances
FIN1100
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Business Mathematics I
MATH1010
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Marketing I
MKT1040
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Level 2
Course details
Organizational Behaviour
BUS1021
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Professional Writing Skills for Business
COMM1380
In this second-level communications course, students learn professional writing and communication skills required for effective communication in business. Students apply their learning to various scenarios to produce business documents for differing purposes and audiences using a range of current business formats. Students will also learn to write proposals and reports using credible, relevant research materials and graphic visuals that are integrated using documentation skills to further prepare them for higher learning and career success.
- Hours: 42
- Credits: 3
- Pre-Requisites: COMM1085
- CoRequisites:
Introduction to Economics
ECON1080
Students will learn basic principles that are essential to an understanding of contemporary economic issues facing Canadian society. It will include both microeconomic issues and macroeconomic issues. Topics of study include principles of economics, market demand and supply, firm production and cost, and business behaviour and decision making in a market; macroeconomic indicators - gross domestic product, unemployment, and inflation - aggregate demand and aggregate supply, international trade, exchange rates, and the impact of domestic and international influences, and of government policies.
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Introductory Financial Planning
FIN1020
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Finance I
FIN2020
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Business Mathematics II
MATH1020
- Hours: 42
- Credits: 3
- Pre-Requisites: MATH1010
- CoRequisites:
Student must pass 1 Course(s), selected in the Student Portal from available course options
Level 3
Course details
Client Communications in Financial Services
COMM2230
This course provides the opportunity for students to have hands-on experience in practicing effective listening and speaking, handling conversations, and gaining confidence in oral and employment communication. Key language issues will be reviewed in order to help students avoid common mistakes and errors. As well, an emphasis will be placed on effective self presentation and promotion via resumes and employment interviews.
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Ethical Practice in Financial Planning
ETHS1070
Applied Ethics will allow the student to grapple with some of the important ethical issues facing business leaders today with an increased lens towards the financial sector and financial planning. Students will be introduced to the concepts that are relevant for resolving ethical problems and given an opportunity to develop the necessary reasoning and analytical skills for doing so.
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Canadian Securities Fundamentals I
FIN2055
This course is the first component of the Canadian Securities Fundamentals. Topics covered include: capital markets and financial services; the Canadian economy and its impact on financial markets; financing, listing and regulation of corporations issuing securities in the market; analyzing financial statements; the fixed income securities market; the equities markets.
- Hours: 70
- Credits: 5
- Pre-Requisites:
- CoRequisites:
Financial Planning Essentials
FIN2135
This course is designed to introduce students to the Financial Planning industry, and the role of the Financial Planner. Upon successful completion of this course, students will be able to identify and implement best practices in the key areas of financial planning: Budgeting and Borrowing, Personal Financial Statements, Taxes, Investments, Retirement, Risk Management and Estate Planning.
- Hours: 56
- Credits: 4
- Pre-Requisites: FIN1020
- CoRequisites:
Student must pass 1 Course(s), selected in the Student Portal from available course options
Level 4
Course details
Business Law
BUS2010
Introducing the legal system which governs personal and commercial relationships in Canada, this course provides knowledge of the basic legal concepts in order to gain insight into judicial reasoning. Areas covered range from contract law to real property and protection of creativity.
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Insurance Fundamentals
BUS3037
- Hours: 70
- Credits: 5
- Pre-Requisites:
- CoRequisites:
Customer Relationship Management Systems
COMM2240
In this course, students will examine the practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. Students will learn to use these tools to improve business relationships with customers, assist in customer retention and drive sales growth.
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Canadian Securities Fundamentals II
FIN2067
This course is the second and final component of the Canadian Securities Fundamentals. Topics covered include: managed funds including mutual funds and other products; segregated funds; derivative securities; analyzing markets and products including fundamental valuation models, indices & averages; financial planning, ethics and taxation; asset allocation and portfolio performance.
- Hours: 70
- Credits: 5
- Pre-Requisites:
- CoRequisites:
Tax for Financial Services
FIN2190
The student is provided with a financial planner’s working knowledge of the Income Tax Act. Topics covered include differential tax rates for business income, employment income, dividends and capital gains, and how they impact investments, retirement planning through RRSP’s and pension plans, and estate planning through the tax free pass-through of insurance proceeds.
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Student must pass 1 Course(s), selected in the Student Portal from available course options
Program outcomes
- 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 for individuals and/or organizations by applying financial mathematics and statistics.
- Contribute to the development and the implementation of a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service.
- Develop and implement strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop and implement ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.