Overview

Hit the ground running as a licensed mutual fund representative after completing this advanced credential. 

Industry exams are written as part of your programcurriculum, and you will be licensed to sell mutual funds. Obtain credit from the Investment Funds Institute of Canada for financial planning by registering directly with the organization. Peak employers’ interest with an advanced diploma that will give you the skills needed to get to work right after completing this program.

Become a go-to solution provider for clients looking for financial advice. Hone your research and analytical skills and put them to good use by matching up the right opportunities for the right clientele. Everyone wants financial freedom, and you can help your customers achieve their goals.

Learn everything from financial accounting to statistics to taxation. Develop skills in advanced financial reporting, auditing and business law. Higher-level courses enhance critical thinking skills and Indigenous-focused content provides perspective on Indigenous issues within a business context.           

The finance world is global and can take you anywhere. Find opportunities in the financial services’ industry as personal banking officers, lending officers (retail and agricultural), investment analysts, stockbrokers, and customer service representatives.

Admissions

  • Two-year diploma or university degree

If you do not have a prior post-secondary credential, please see our Business Administration program where you can specialize in Accounting, Finance, Human Resource or Marketing.  

English is the language of instruction at Assiniboine. All applicants educated outside of Canada or in a country not on the test exempt list are expected to meet the English language proficiency requirement. See assiniboine.net/elp for more information.

Students applying into the Finance Advanced Diploma must have the following equivalent courses: College or University level  Communications, Micro-Economics, Financial Accounting (Intro or intermediate), Math or Statistics, Marketing Principles (intro or intermediate), and Software Applications.

Careers & Connections

Careers

Graduates find employment in a wide range of challenging careers in large and small business in all sectors of the business community, including public accounting firms, banks, trust companies, accounting and internal auditing departments industrial firms, federal, provincial or municipal offices, school divisions, parochial schools, tribal councils, nonprofit organizations and health care institutions, and in owner-managed business/office managers.

Connections

Graduates of this program will receive their mutual fund and life license qualifications through the Investment Funds Institute of Canada (IFIC). Students may also earn advanced standing towards the Certified Aboriginal Financial Managers (CAFM) program through the Aboriginal Financial Officers Association (AFOA).

Assiniboine has a number of agreements with other colleges, universities and professional organizations, making it possible for students to apply credit taken at Assiniboine to programs at other institutions. For up-to-date information on agreements, visit the Articulation Agreements page.

Tools & Supplies

You benefit from industry networking and guest speakers and attend classes in computer labs, regular classrooms and lecture theatre. This program uses online learning resources and instructional resources.

Booklists are available from your school office 30 days prior to the start date of your program. Visit the Bookstore website to learn more.

Program Checklist:

Courses & Costs

To graduate with an advanced diploma in Finance, students must successfully complete 60 academic credits. The minimum passing grade for each course is indicated on the course outline.

Please note, all costs are approximate and subject to change.

Estimated Program Costs

Tuition, fees and Students’ Association fees total approximately $3,900. Estimated cost for books and supplies is $2,770. All fees are estimated and subject to change without notice.

Estimated Program Costs (International, 2019-20)
  Credits Tuition & Related Fees Textbooks, Tools, & Supplies Student Health Insurance Estimated Total*
Finance (Advanced Diploma) 60 $14,030 $2,770 $1,000 $17,800

*All fees are estimated and are subject to change without notice.

 

Courses
Title Credits/CEUs Elective Distance PLAR
Advanced Software (COMP-0598)

Prerequisite: COMP-0597 Software Applications
In this course, students learn to use software to store and prepare data for analysis in a variety of business situations. Students begin by learning to use various tools and features to improve the analytical capability of their spreadsheets. They also learn when to use a spreadsheet and when it is more appropriate to utilize a database. Students learn how to create relational databases to store data effectively, as well as how to extract data in the form of queries and reports. Students use Excel to perform metrics and analysis using real business examples. Use of database software for data mining and analysis purposes will add knowledge, skills and abilities related to business intelligence and meeting organizational objectives.

6 credit(s) Yes No No
Business Law (LAWG-0093)

Knowledge of laws affecting your commercial activity can help you avoid unnecessary legal and, consequently, financial liabilities. Fundamental legal principles, as well as specific commercial transactions, are discussed in this course.

6 credit(s) Yes No No
Canadian Investment Funds (BUSN-0160)

Prerequisite: BUSN-0006 Economics 1; BUSN-0169 Personal Finance
The Canadian Investment Funds Course (CIFC) is an industry recognized mutual fund licensing course offered through the IFSE Institute. Upon successful completion of this course, students will possess the necessary credential in order to function as a mutual fund representative. The topics covered in this course include regulatory environment, registrant responsibilities, suitability, economic factors and financial markets, types of mutual funds, portfolio management, taxation, retirement and making recommendations.

6 credit(s) No No No
Consumer Behaviour (BUSN-0176)

Prerequisite: MKTG-0044 Marketing Principles
This course analyses the behaviours that consumers display in searching for, purchasing, using and evaluating products, services and ideas that they expect will satisfy their needs. The course examines the decision-making process involved in the allocation of resources.

6 credit(s) Yes No No
Corporate Finance (BUSN-0165)

Students explore finance issues and the tools used by financial managers in decision-making. Topics include the corporate financial environment and its impact on decisions, time value of money, investing and risk management, distribution of earnings, capital budgeting techniques and short-, medium- and long-term financing decisions.

6 credit(s) No No No
Financial Planning (BUSN-0170)

Prerequisites:BUSN-0169 Personal Finance; BUSN-0160 Canadian Investment Funds
This course is offered through the Canadian Securities Institute and serves to develop advanced knowledge of key financial strategies. The course outlines the process of applying key financial planning concepts in order to develop and recommend an appropriate plan for clients. Students must registered directly, and pay, in order to get CSI credit.

6 credit(s) No No No
Indigenous History (ABOR-0022)

In order to make sense of current issues and developments in Indigenous communities, learners need an understanding of the history of these communities and their relationships with the crown and/or state. This course gives the learner the opportunity to expand their knowledge of the history of relationships between Indigenous and non-Indigenous societies, their institutions and the unique context of these histories and the current realities and initiatives, considering Indigenous culture. While it is impossible in one course to consider the diverse Indigenous cultures and histories within Canada, this course provides an overview of the commonalities with regard to shared histories, significant events, and common core aspects of Indigenous cultures.

6 credit(s) Yes No No
Indigenous Human/Fiscal Issues (ABOR-0023)

This course examines some of the human resource and financial issues a financial officer may face when working in an Indigenous context. It offers participants the opportunity to acquire the essential skills and knowledge needed to fulfill one of the roles of a financial officer: that of a human resource manager. The framework for course discussions is current initiatives (both at the national and professional level) and addressing issues related to the present fiscal relationship between Indigenous governments and the Canadian state, with particular attention given to issues related to accountability.

6 credit(s) Yes No No
Life License Qualification (BUSN-0172)

Prerequisite: BUSN-0169 Personal Finance
The Life License Qualification Program, offered through IFSE, is a pre-requisite course that qualifies the student to write the licensing exam through the Insurance Council of Manitoba. Topics covered in this course include life insurance, accident and sickness insurance, segregated funds and annuities, and ethical and professional practice. Upon completion of the course, students should be able to evaluate appropriate insurance options as they relate to the financial planning process.

6 credit(s) No No No
Personal Finance (BUSN-0169)

Students use current financial planning software to support the financial plans created for clients. Students use the software to outline and deliver financial plans, which cover such topics as inflation, historical returns, comprehensive and periodic retirement goals, major purchase goals, education goals, insurance goals, capital growth, RRSPs, payouts from RRIFs and LRIFs, and loan and mortgage calculations. This course also uses a real time investment simulator (Investopedia.com) model to teach the principles of investing in the financial markets. The course uses a case study to provide the student experience in portfolio management through the creation of a diversified portfolio. The course culminates with the student presenting the portfolio to the instructor in an interactive fashion.

6 credit(s) No No No
Professional Selling (MKTG-0065)

Prerequisite: MKTG-0044 Marketing Principles; COMM-0006 Communications
This course involves students in creating and role-playing consultative sales presentations - both business-to-business and business to person. Topics include the steps in a sales presentation as well as sales force management. Various role-play situations enable students to apply the selling principles and techniques.

6 credit(s) No No No
Statistics 1 (MATH-0002)

Prerequisites: MATH-0107 Math for Business
This course acquaints students with the concepts of statistical methods and theory as applied to economic and business data. It examines frequency distribution, probability, probability distribution, sampling, estimation and hypothesis testing.

6 credit(s) Yes Yes No
Statistics 2 (MATH-0003)

Prerequisite: MATH-0002 Statistics 1
This course is a continuation of the concepts introduced in Statistics 1 and includes advanced topics such as hypothesis testing, regression, correlation, time series, statistical decision theory and linear programming.

6 credit(s) No Yes No
Taxation 1 (BUSN-0171)

Prerequisite:ACCT-0004 Financial Accounting 2
This course covers the fundamental principles and concepts of Canadian federal income tax legislation as it applies to individuals. The course emphasizes the understanding of the conceptual structure of the Income Tax Act and equips students with skills in the application of its rules to practical cases including the use of tax return software.

6 credit(s) No Yes No

Fast Facts

Frequently Asked Questions

When is the next program information session?

Program information sessions are completely free to attend, and we invite you to bring a guest along as well. It's a good idea to register in advance so we know you're coming. 

To find the complete schedule for our program information sessions and to RSVP, visit the program information session page.