Business Finance (Finance and Wealth Management) – BFN6/BFN7
Introduction
Fanshawe’s Finance Programs [1:55]. Closed Captions and transcripts available on YouTube. This video was produced by students of the Broadcasting – Television and Film Production program.
Roll up your sleeves and get ready for some big-time learning! Immerse yourself in the world of personal finance in this unique collaborative program with King’s University College at Western University. Graduates of this program earn a finance degree from Western and a two-year diploma from Fanshawe College!
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, as well as co-op experience your pathway into 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.
Take the Finance & Wealth Management program and become job-ready.
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 that 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.
A SILEx opportunity – you can find out more about our SILEx experience at SILEx and Job Skills for the Future.
Toolkit
Technology and tools that students will take away from the program:
Industry certifications and designations that graduates can pursue:
Certifications
- CSC®: Canadian Securities Course[1]
- CIFC: Canadian Investment Funds Course
- LLQP: Life Licence Qualification Program
Designations
- PFP®: Personal Financial Planner
- QAFP®: Qualified Associate Financial Planner[2]
- CFP®: Certified Financial Planner[3]
- RRC®: Registered Retirement Consultant[4]
Note: additional steps and work experience required to earn designations. A post-secondary degree is also required for the CFP.
Student Experience
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 bigger 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 |
Your Future Path
View the pathways opportunities for this program using Fanshawe’s pathway finder.
To learn about the Business Finance (Finance and Wealth Management) program, including the description, admission requirements and courses, see the program website.
- CSC®, Canadian Securities Course®, PFP®, Personal Financial Planner® and the logos are trademarks owned by the Canadian Securities Institute, Copyright © 2023. ↵
- QAFP®, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and the logo are certification marks of FP Canada™ used under license. ↵
- CFP®, CERTIFIED FINANCIAL PLANNER® and the logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB Ltd.) and used under license by FP Canada™. Copyright © 2023 FP Canada™. All rights reserved. ↵
- RRC®, Registered Retirement Consultant is a trademark owned by the Canadian Institute of Financial Planning. Copyright © 2023 CIFP. All rights reserved. ↵
