Business Finance – BFN4/BFN5

Introduction

Fanshawe’s Finance Programs by Fanshawe College [1:55] is licensed under the Standard YouTube License.Transcript and closed captions available on YouTube.

Roll up your sleeves and get ready for some big-time learning! Immerse yourself in the world of personal finance in this two-year diploma program and get on track for an exciting career in Canada’s financial services industry. Covering the six fundamental areas of personal finance: financial management, investment planning, retirement planning, tax planning, estate planning, and risk management, this program equips students with the skills needed to work in retail banking, insurance, and investing. With preparation provided for a multitude of industry licensing exams and designations, your pathway into the industry is promising.

Throughout the program, you will be provided with opportunities to combine theoretical knowledge with practical approaches to solving real financial problems for clients surrounding their wealth. Through assignments, client role-plays and case competitions, you will be armed with skills in problem-solving, social intelligence, and implementing financial plans to make building and servicing client relationships a challenge you are ready for.

Financial Planning Students presenting in class.
Financial Planning-Student Presentations.

Unique Program Experiences

Professional Development Day

Graduating Students polish their resumes and interact with industry employers to learn about a multitude of career opportunities available for new graduates.

Alumni Panel

Current students learn from those who have been in their shoes, walked the same halls and overcome obstacles in order to successfully make the transition from student to industry professional.

Financial Planning Case Competition

A signature learning experience for students. Working in teams, students craft comprehensive financial plans based on the advanced concepts gained in their studies. Student teams hone their presentation skills and pitch their recommendations to a panel of industry judges.

Toolkit

Technology and tools that students will take away from the program:

Industry certifications and designations that graduates can pursue:

Certifications

Designations

Note: additional steps and work experience required to earn designations.  A post-secondary degree is also required for the CFP.

Student Experiences

Fanshawe Financial Society

Join like-minded students and let your interests come together in this student club. From social nights to connecting with industry and faculty through guest speakers and networking events, the Fanshawe Financial Society allows students to enhance their student life and build an even greater sense of belonging.

Larry Myny Mentorship program

Engage with industry and develop your skillset with help from a mentor. Check out the Inspire Mentoring program at Fanshawe College.

Your Future Career

Graduates let their talents shine in various roles within financial services organizations over the course of their careers.

Financial Advisor Consult on personal financial strategies including credit, securities and insurance
Personal Banker Administer personal banking service and advice
Associate Investment Advisor Advise clients on investment products and services that suit their needs & objectives
Sales Assistant Support senior advisors in administration, customer service and sales activities
Wealth Advisor Build and maintain client relationships centred around comprehensive planning

Co-op Employers

Edward Jones, Bank of Montreal , D.D. Dunbar, Toronto Dominion, Raymond James, Continental, Equity Associates, Inc., and Canada Life.
List of Business Financial Employers

Your Future Path

A Pathway to Western University
If you wish to continue your academic studies, a unique pathway to Western University is available for qualifying graduates of Business Finance.

Co-op

For Co-op opportunities, please visit the Business-Finance Co-op program website.

More InformationTo learn about the Business Finance program, including the description, admission requirements and courses, see the program website.

Note: Logos used under Fair Dealing for Educational Purposes (Canada).

License

Icon for the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License

Kinlin School of Business Copyright © 2024 by Fanshawe College is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License, except where otherwise noted.

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