Financial Planning & Wealth Management

International

Course List

Term 1

MKT-1143: Marketing Fundamentals

This course introduces students to the foundations of successful marketing and prepares them for advanced marketing courses. The emphasis is on learning and applying marketing concepts in an ever-changing environment that is becoming more global in nature. Topics covered include the following: understanding the marketing environment, consumer and business behaviour, marketing intelligence, and the design and implementation of effective marketing strategies and marketing mix elements.

ACC-1093: Accounting Concepts I

This course is an introduction to the theory of accounting and the standard methods of recordkeeping for non-accounting major students. Generally accepted accounting principles and concepts are emphasized in the preparation of financial statements.

BUS-1234: Computer Applications for Business

Strong computer skills are essential to finding employment in management and administration. This course provides students with resources and guidance to develop skills in Microsoft Office 2016 applications. While learning about Microsoft Office 2016 with a particular focus on word and document processing, presentation tools and extra time on spreadsheet management, students will also develop skills in time management, self-discipline, and attention to detail. Students will also have an opportunity to improve their ability to read and follow written instructions. Computer Applications for Business is a course delivered using both practical hands-on applications in the computer lab and comprises additional online skills assessment and training tools designed to provide flexibility in learning. This course prepares students for further opportunities to apply their spreadsheet skills and expand upon these skills as they continue in their areas of study.

ECO-1503: Principles of Economics

This course is a survey of the principles which apply to our society's efforts to solve economic problems. The survey includes an examination of fundamental economic problems, economic models, the nature of the Canadian economy, employment, inflation, the role of governments in managing the economy, and the functioning of demand, supply, and firms within the market system.

COM-3013: Professional Communications

This course is designed for international students with diplomas or degrees. It focuses on polishing communications skills acquired through one's academic career and workplace experience. Through various business writing and speaking scenarios, students learn Canadian business practices and communication styles. Close attention is paid to proper incorporation of the intellectual property of others to ensure academic integrity. Students will practice organized and dynamic speaking and will strive for polished business documents.

Term 2

MKT-3403: Selling

This course is designed to provide students with an introduction to the sales process, and it is intended to help students to develop their selling, communication, and negotiation skills in order to be successful in a sales career. Topics presented include the following: the steps in the selling process, ethical issues in selling, the importance of the sales function, and integrating technology in the sales process. Students also learn how to develop negotiation skills, establish successful customer relationships, and develop winning communication skills in a variety of presentation situations. This course is highly interactive, and each student will be expected to fully participate online. Each student will be required to prepare and deliver a sales presentation as a part of this course.

FIN-1013: Financial Analysis and Budgeting

This course is an introduction to the essentials of financial management with a view for wealth maximization of a business enterprise. Topics covered in this course include the following: analysis of financial performance, cost-volume-profit analysis, financing alternatives and costs, management of working capital, budgeting, and capital investment decisions.

FIN-3104: Investments I

This course teaches students about the securities industry and its regulatory environment as well as the impact of financial markets on investments. The features and pricing of fixed income securities, equity securities, and derivatives will be compared and contrasted. Students will also gain an understanding of the corporate financing process and learn how to analyze corporate financial statements.

FIN-4003: Banking

This introductory course provides students with an understanding and perspective towards an appreciation of the integrative, intricate nature of the financial and economic landscape. This will further increase awareness and expectations for the roles and responsibilities of the financial advisor.

CPP-1001: Co-op Preparation

This course will provide students with employment preparatory skills specifically related to Co-operative Education. This will include understanding the Co-operative Education & Internship Policy, understanding the support system available through the Co-op and Career Services department, utilizing social media, preparing effective cover letters & resume as well as the fundamentals of behavioural based interviewing.

FIN-3004: Investment Funds in Canada

This course provides students with the necessary knowledge to make mutual fund investment recommendations to clients by analyzing the needs, timelines and risk tolerance of clients and comparing them to the fees and performance of various investments. Students will gain an understanding of the role of the mutual fund sales representative and the functioning of the Canadian financial marketplace. Ensuring ethics and compliance with mutual fund regulations will be emphasized throughout this course.

Academic Break

Academic Break

Term 3

MKT-4003: Customer Relationship Management

This course examines the principles, methods and strategies of customer relationship management (CRM) and effective customer interaction that creates a competitive advantage. CRM manages a company's interaction with current and potential customers by using data analysis about customers' history with the company to improve business relationships with customers. This improves customer retention and drives sales growth. An emphasis is placed on assessing customer needs and improving the organization's ability to meet those needs. The course looks at how to develop and implement a CRM strategy which uses systems to compile data from a range of different sources including a company's website, social media, telephone, email, chat bots and live chat. Through CRM, businesses learn more about their target audiences and how to best meet their needs. An emphasis is placed on identifying, interacting and retaining and maximizing profitable customers through customized products and services based on information derived through metrics, establishing customer loyalty and improved target marketing.

FIN-4203: Investment Conduct and Compliance

This course provides students with an understanding of the Canadian securities industry regulations. Procedures surrounding participant registration, account opening, sales and trading and placing orders will be discussed. The appropriate ethical guidelines and corporate responsibility when dealing with client accounts, transactions and products will be highlighted.

FIN-4104: Investments II

This course builds on the foundations of Investments I and will assist students in learning how to recommend suitable investments to clients. Topics include: the portfolio management process; corporate performance analysis; the types and characteristics of various mutual funds, hedge funds, managed and structured products and segregated funds; and the impact of investments on taxation. Students will also learn about retail and institutional marketplaces and how to work with these clients in order to meet their unique needs.

FIN-4013: Personal Finance Planning I

This course introduces basic personal financial planning principles culminating in the completion of a financial plan. Upon completion, students will be aware of some of the realities of advising in the financial services sector. Taking a holistic approach, students study key topics such as taxation, present and future values, financial planning process, credit and mortgages, personal financial statements, family lifecycle, insurance, retirement, estate and setting realistic and achievable goals.

FIN-1194: Insurance Planning

This course introduces students to the various types and characteristics of life and disability insurance, as well as the use of annuities and segregated funds in the formation of long term investments. The roles and responsibilities of the insurance agent surrounding policies, underwriting and claims will be discussed. The importance of ethical considerations and protecting the clients' interests will be emphasized throughout the course. Students will also be familiarized with basic tax principles surrounding life insurance.

Term 4

CPL-1049: Co-op - Full-Time*

Co-operative education provides students with the opportunity to apply classroom learning to the workplace, undertake career sampling and gain valuable work experience that may assist students in leveraging employment after graduation. For further information regarding co-op, please refer to: https://www.lambtoncollege.ca/co-op_and_career/

-or-

CPL-5559: WIL Project

Work Integrated Learning Project is aimed at enriching student success by connecting different program areas of study, cutting across subject -matter lines, and emphasizing unifying concepts. The focus is on making connections, allowing students to engage in relevant, meaningful activities that are connected and practiced in real life. This will attempt to enhance and strengthen the student's employability prospects post-graduation by exposing them to skills and knowledge in demand from today's employers. Students are required to attend the scheduled shifts in the WIL office, reporting to the WIL Supervisor. Weekly real-world challenges are presented in the WIL office, designed by industry professionals. In addition to the weekly assigned deliverables, students are also offered professional development sessions, and exposed to industry guest speakers, enhancing their opportunity to develop their professional network.

*In order to be eligible to participate in a full-time Co-op Work Term (CPL-1049) students must have a GPA of 2.8 or greater.

Failing to do so will require the students to enroll in CPL-5559 WIL Project at an additional cost to the student.

See the Additional Fees tab for current fees.

Program Maps

Students are required to follow their prescribed program map and are not allowed to take unscheduled breaks for any reason.

Current Students

Current students can view program maps from previous years on the mylambton website. 

You will need to login with your C# and password in order to access your program map.

Disclaimer

Lambton College reserves the right to alter information including admission requirements and fees and to cancel at any time a program or course; to change the location and/or term in which a program or course is offered; to change the program curriculum as necessary to meet current competencies or changes in the job market or for budgetary reasons; to change the pathways third-party certification bodies; or to withdraw an offer of admission both prior to and after its acceptance by an applicant or student because of insufficient applications or registrations, over-acceptance of offers of admission, budgetary constraints, or for other such reasons.  In the event Lambton College exercises such a right, Lambton College’s sole liability will be the return of monies paid by the applicant or student to Lambton College.


For more information, please contact the appropriate campus:

Toronto
416-485-2098
lambton@cestarcollege.com
Mississauga
905-890-7833 x 222
lambton@queenscollege.ca
Sarnia/Main Campus
international@lambtoncollege.ca

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