Honours Bachelor of Commerce - Financial Planning
Program Learning Outcomes
As a graduate, you will be prepared to reliably demonstrate the ability to:
- Demonstrate knowledge of all major functional areas of business, including organizational behaviour, accounting, human resources, marketing, finance, operations management, and information systems to work effectively as a member of a cross-functional team.
- Apply customer service and emotional intelligence concepts in all client interactions to establish effective working relationships built on trust and rapport.
- Plan and act within applicable laws and regulations, including maintaining currency in the changing legal and regulatory environment at federal and provincial levels, basic contract law, civil law, privacy laws, and charter law to ensure all work is completed in an ethical and legal fashion.
- Demonstrate research skills to evaluate the performance of financial products, investigate regulations and acts, gather information for planning purposes, and determine product availability, as required in a variety of employment situations.
- Accurately assess financial services investment products, including mutual funds, securities, annuities, and government investment products to provide accurate and relevant advice to clients.
- Apply knowledge of insurance products, including life, disability, group, critical illness accident and sickness, long term care, and business continuation insurance to meet the needs of clients, as appropriate.
- Assess client needs including retirement, tax and estate planning, wealth creation, and risk tolerance, and synthesize this information to prepare accurate and effective financial plans to meet the client’s circumstances.
- Demonstrate thorough knowledge of marketing in insurance and financial services industries to identify target markets, develop contact management strategies, assess client needs, compare niche products, and differentiate distribution methods.
- Employ financial mathematics skills and concepts to prepare risk assessments, evaluate financial products, develop investment, insurance, retirement and estate plans, and conduct agent responsibilities.
- Demonstrate essential employability skills such as communication (reading, writing, listening and speaking); intra- and interpersonal (the ability to work independently and as an effective team member); critical thinking and problem solving; and information and technical literacy.
- Develop an appreciation of the concepts and values necessary to enhance one’s quality of life and to encourage lifelong learning, including professional development, through an exploration of topics in the areas of aesthetics, civic life, culture, personal development, society, work, and science and technology.