Financial Services

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.

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.

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: 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.

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.

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.

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 - addressing issues related to the present fiscal relationship between Indigenous governments and the Canadian state, with particular attention given to issues related to accountability.

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.

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.

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.

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.