The field of financial services is forecasted to have significant job openings over the next ten years, including in the Kootenay region. Our new Financial Services diploma can prepare you with the skills and knowledge you need to enter this in-demand field.
The Financial Services diploma is available fully online, or can be completed in person at our Cranbrook campus.
Financial Services is a two-year diploma program which opens the door to career opportunities in the financial services field, or prepares you to continue on to a Bachelor of Business Administration program. This program is also ideal for mid-career professionals looking to diversify their skillset.
Note: Upon successful completion of all Year 1 courses, you can graduate with a Business Management Certificate.
|ACCT 261||Introductory Financial Accounting 1||3|
|FINS 215||Personal Financial Planning||3|
|ENGL 100||English Composition||3|
|MATH 111 or MATH 101 or MATH 103||Business Math (recommended) or Finite Mathematics 1 or Differential Calculus||3|
|ACCT 262||Introductory Financial Accounting 2||3|
|COMC 102||Advanced Professional Communications 3||3|
|COMP 154||Computer Applications in Business||3|
|ACCT 363||Taxation 1||3|
|ACCT 371||Corporate Finance 1||3|
|MGMT 212||Business Law||3|
|MGMT 303||Business Ethics||3|
|MGMT 320||Management Information Systems||3|
|ACCT 372||Corporate Finance 2||3|
|FINS 312||Insurance and Risk Management||3|
|MKTG 291||Professional Selling||3|
|FINS 322||Securities Analysis||3|
|MGMT 216||Organizational Behaviour||3|
This course introduces students to the basic accounting cycle including preparation of useful financial statements. Other topics include accounting for cash, receivables, inventory, and payroll.
Please note: This course is currently under development. This course introduces students to the fundamental principles and strategies of the personal financial planning process. Topics include financial goal setting, money and debt management, and home mortgage financing options. Savings and investment products are also examined including the use of RRSPs, TFSAs, government benefit programs, and personal insurance. Finally, tax planning and retirement and estate planning are explored at an introductory level. Ultimately, the goal of this course is to provide students with the ‘financial literacy’ that will allow them to achieve a future of financial independence and stability.
This course deals with the economic principles that govern the individual segments of the economy. Topics include supply and demand, price elasticity, utility, cost of production, perfect and imperfect market structures, theory of production, the demand for factors, and the pricing of factors. Some current business situations are discussed.
English 100 focuses on composition for academic purposes and develops a student’s ability to write clearly and effectively. Students also learn the fundamentals of critical thinking, persuasive writing techniques (including rhetorical appeals and devices), scholarly research, and academic reading.
This course emphasizes the mathematics required in general business processes. It begins with a brief review of arithmetic and algebra. These skills are then applied to business situations requiring the use of percentages, markup, simple interest and compound interest. The emphasis is on applied business mathematics and the use of a hand-held business calculator. This course is designed to prepare students for the mathematical and analytical applications required in subsequent business and economics courses.
This course is intended for students who require an appreciation of higher mathematics, but don’t require calculus. Math 101 stresses a logical and critical thinking approach while investigating the following topics: an introduction to linear algebra, linear programming, the simplex method, set theory and counting, an introduction to probability and statistics, and Markov Processes.
This course is intended for students who are pursuing a Bachelor of Science degree. Topics include: functions, limits, continuity, derivatives, their interpretation, differentiation rules, techniques of differentiation, implicit differentiation, inverse functions, exponential functions, logarithms, applications of differentiation such as linear approximations, Newton’s method, related rates, analysis of graphs, and optimization, the Mean Value Theorem, definite and indefinite integrals, integration by substitution, Riemann sums, and applications of integration. Calculus is a necessary step in any career in the sciences including Biology, Chemistry, Commerce, Computer Science, Engineering, Geology, Mathematics, Medicine, and Physics. It is also useful in any field which uses Statistics to analyze data.
This course will be of interest to students who wish to pursue a career in business. ACCT 262 is required in both the Accounting and Aboriginal Financial Manager majors of the Business Management two-year diploma and is designed to meet a preparatory course requirement for the Chartered Professional Accountant (CPA) Professional Education Program.
This course presents the written and oral communication strategies required in any workplace environment. Students gain practical experience that centers on gathering, summarizing and critically assessing information to produce professional documents. Students will also gain a better understanding on how basic design elements enhance the readability of workplace documents and online communication. This course also focuses on helping students develop speaking skills appropriate to informal and formal presentations and interviews.
This course examines information systems theory and utilizes computer technology. Students will explore the application of technology in organizations. Students will investigate information systems, evaluate organizational needs, and develop effective solutions. Security, legal and ethical issues will be examined along with characteristics of professional administration. Microsoft Office applications, including Word, Excel, PowerPoint, Access and Outlook, will be utilized to create effective business artifacts and fulfill organizational needs.
This course presents the economic principles that govern the behaviour of the nation’s economy. Topics include production possibility, supply and demand, national income analysis, money and banking, fiscal and monetary policy, and international trade. Current Canadian economic problems are discussed.
This course introduces the fundamental ideas of statistics and can be applied to any discipline. Topics include: collection, description, and presentation of data; calculating central tendency and dispersion; probability and statistical inference; hypothesis testing (means, proportions, variances, one and two samples); correlation and regression; decision making and sampling, Goodness of Fit Tests, and Contingency Tables.
This course is an introduction to Canadian taxation. It focuses on the understanding of the nature and structure of the Income Tax Act. Topics covered in this course include liability for tax and rules for computing income, taxable income, allowable deductions and taxes payable for individuals.
This course, along with ACCT 372, is an introduction to managerial finance. It focuses on the environment in which financial decisions are made, the analysis required to make financial decisions, and the theoretical framework on which the analysis is based. Topics covered include an introduction to taxation, the Canadian financial system, securities markets, the valuation of securities, capital budgeting, capital structure, the cost of capital, dividend policy, sources of financing, working capital management, international finance, and corporate reorganizations.
In this course, the underlying principles and rules of common law are examined together with applicable statute law. Torts are studied, including the making of contracts, their effect and completion; agency; legal forms of business; contracts of employment; sale of goods; negotiable instruments; methods of securing debt; and bankruptcy law.
This course provides an overview of Canadian business and its interrelationships with society. Course material covers current issues and ethical challenges faced in the world of work, providing the student with practical tools, methods and resources that encourage ethical behavior in and out of the workplace. Concepts covered include stakeholder management, corporate social responsibility and managing ethics from a business and managerial perspective.
This course is for business and information technology students who wish to understand how organizations use information, information technologies and systems to achieve objectives and createcompetitive advantages.
This course develops analytical techniques and financial theories used to make optimal decisions in a corporate setting. The course builds on and extends the concepts and tools covered in ACCT 371. Students are exposed to key financial concepts and tools commonly used by managers in making sound financial decisions.
Please note: This course is currently under development. This course introduces the meaning, measurement, and management of risk including; financial market risk, personal financial risk and estate planning risk. Different attitudes, approaches, and strategiestoward risk and risk management will also be explored. The use of derivative securities to manage financial market risk will be examined along with financial risk topics such as liquidity risk management, credit risk management, and value at risk. Insurance will be introduced as a means to manage personal, financial, and estate planning risks. Insurance topics include property and casualty insurance, health care insurance, disability insurance, life insurance and creditor insurance.
Please note: This course is currently under development. This course is a practical application of the fundamentals of the selling process for both goods and services. Emphasis is placed on prospecting, qualifying, demonstrating value, overcoming objections, closing the deal, following up and relationship building. These skills will be applied through interactive activities that focus on understanding buying behavior and fulfilling customer’s needs in an ethical manner. Sales and sales management strategies for the digital age will also be examined.
Please note: This course is currently under development. This course covers concepts related to investing in securities. It examines theories and techniques associated with a wide range of investment decisions using equity and fixed income securities. The learning outcomes are applied experientially through a trading game simulation. This course also covers areas such as capital markets, market indexes, different types of trades, equity and fixed income securities, derivatives, valuation models, bonds, mutual funds and ETFs, hedge funds and portfolio investing.
In this course students can discover and apply concepts to both explain and influence how people and their organizations work. Specific topics include motivation, perception, personality, emotions, communication, team dynamics, decision making, conflict and negotiation, power and organizational politics, leadership, organizational change and development, organization, and culture.
Students may commence certain courses in the program while they upgrade.
|Tuition Year 1:||$3375.0|
|Tuition Year 2:||$3375.0|
|Student Association Fee:||$138.0|
|Bus Pass Fee:||$177.6|
|Health and Dental Fee:||$459.0|
*These prices are for domestic students and may not be 100% accurate. However, these estimates will give you an adequate idea of tuition and fees for our programs. These prices do not include textbook costs. All prices are subject to change.