This interactive course simplifies the subject of investing and financial planning. While it is easy to understand, it still provides a thorough education in stocks, bonds, mutual funds and more. Students can learn how to become a competent investor, understand the basic principles of investing, overcome barriers to investing and plan for their financial future. This course is valuable for anyone with little or no understanding in the subject of investing and as a brush up for those with some training, or other investment plans. Drills and exercises allow practice of key concepts.
Finance & Accounting
The Canadian Securities Course Certification (CSC) is the most recognized investment course in Canada. The certificate program provides participants with the fundamental knowledge, skills and key competency areas essential to pursue the Certification, offered by the Canadian Securities Institute (CSI), the national education organization of the Canadian securities industry. It is an essential qualification whether you are looking to start or enhance a career in the financial services industry. This course is an introductory level investment course that introduces you to capital markets, investment products and the financial services industry. If you are just entering the financial service industry, the CSC will give you the knowledge and skills that employers demand. If you are currently working in the industry, the CSC will enhance your skills, ensure that you are able to provide the most complete services for your clients and help you excel in your career.
The CSC helps you understand Micro-and macroeconomics; Corporate financial structure; Market Securities (stocks, bonds, money market instruments); Corporate, industry and market performance/analysis; investment funds, segregated funds, hedge funds and derivative investments; portfolio development and management; financial planning and taxation.
Our instructors are professionals with many years of experience in investment and financial service industry. The course has been specially designed to cover the entire syllabus of the examination. The classes are a combination of lectures, case study, group discussions and exercises. The students will also have plenty of opportunities to practice sample questions for the examination.
This course introduces the student to automated accounting. The student will learn to use the AccPac Plus for Windows program through practice exercises with basic accounting principles. The course covers the Accounts Receivable, Accounts Payable, Payroll and General Ledger modules. A basic understanding of accounting, such as Principle of Accounting (PoA) is an asset.
This computerized accounting course is designed to teach basic Accounting and Bookkeeping Concepts and Practices-GAAP. The Program uses hands-on training to teach the students how to create a Company Database and record day-to-day business events / transactions. Through detailed analysis, the students learn how transactions affect Financial Statements and how the use of Financial Statements helps contribute to business decisions. The course uses the ACCPAC Simply Accounting version 8.5 for Windows software.
Professional Financial Planning Course (PFPC) is offered by the Canadian Securities Institute (CSI) to students with a critical understanding of financial planning techniques and issues, whether you are planning to pursue a specialized career in financial planning or want to expand your expertise of wealth management. It fosters an independent and multi-disciplinary approach to financial planning.
The insurance regulators across Canada have introduced a new and enhanced education proficiency regime to license Life Insurance agents referred to as the LLQP. This program replaces the current Level I & Level II licensing regime administrated exclusively by the Canadian Association of Insurance and Financial Advisors ("CAIFA"). IFIC has been accredited as an education provider under the new LLQP.
Together with the Peel Institute of Applied Finance, www.IFSE.ca is offering an innovative course that will be effective, flexible and a solid learning foundation for insurance professionals who are entering the field.
CIFC ™ is unlike anything in the industry. Throughout this course, learners will be given information and exercises that is relevant to their work as mutual fund salespeople. The sequence of the instruction parallels the process that they will follow much of the time with clients. Our goal is not only to present the knowledge that they will need for the role but also to give them the opportunity to analyze case studies and put their knowledge into practice.
Students who successfully compete the Stock / Investment Analyst Program can potentially obtain employment in areas such as:
Investment Analyst, Stock Analyst, Bank and Trust Company Advisors.
Online Pre-Registration and Inquiry Form
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