Finance (with Co-op)

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.

Prerequisite: COMM-0386 Research and Report Writing
This course, taken in the final term of study, requires students to integrate professional, technical and employability skills gained throughout the program in order to work as teams to produce a unique business project or solve a complicated case study related to their specialization.

Students explore the complex business environment and the relationships organizations have with civil society, the natural environment and each other. Through this examination, students learn that ethical decision-making is critical to the successful management of any organization. Topics include changing economic, political, social and cultural forces and their influences on business and society; the continuum of socially responsible management and ethical business practices; and the challenges and opportunities that influence where an organization fits on the continuum. Special attention is given to Indigenous history and developments.

Prerequisitse: ECON-0006 Economics 1
This course is an industry-recognized mutual fund licensing course (Investment Funds of Canada) and is offered through the Canadian Securities Institute (CSI). 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.

Prerequisite: Cumulative weighted grade point average (CWGPA) of 2.0 or greater
This course requires a minimum of 480 hours of full-time, paid, relevant work experience. The work placement, which is normally of 16-week duration, is subject to prior approval and monitoring by a designated faculty member. Credit is given subject to the student submitting evidence that the work has been successfully completed. In addition, the student is required to submit a written report on the work experience for approval by the designated faculty member. Work experience acquired prior to registration in the program is not eligible for this credit.

Prerequisite: ACCT-0004 Financial Accounting 2
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.

Prerequisite:BUSN-0169 Personal Finance
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.

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.

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.

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.

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.