Service finance3/5/2023 ![]() Evaluate financial planning strategies for tax management, insurance coverage, wealth accumulation and retirement and estate solutions to determine which would best meet a client`s needs.Develop and present marketing and communication strategies that include selling and client relationship management techniques suitable to prospect and retain clients.Recommend financial instruments including, fixed income securities, common and preferred shares, mutual funds and others that meet a client`s investment and financial needs.Develop a financial plan based on a client’s capacity for investing, personal needs and risk tolerance.Complete all work according to professional regulations, provincial legislation and ethical standards required by the financial services industry and its regulators. ![]() The graduate has reliably demonstrated the ability to: (See FP Canada website for university degree and additional requirements) Certified Financial Planner(CFP) designation.Qualified Associate Financial Planner (QAFP) designation (see FP Canada website for additional requirements).Canadian Securities Course (CSC designation).The program provides a pathway to the following designations upon completion of their additional requirements and exams: Algonquin College collaborates with the Canadian Securities Institute (CSI) and the Canadian Institute of Financial Planning (CIFP) to offer the Financial Services - Canadian Context Graduate Certificate Program, which meets FP Canada`s Core and Advanced Curriculum educational requirements. Graduates are eligible to write the Canadian Securities Course designation exams. estate planning for succession and wealth transfer.investing for diversification, growth and tax efficiency.postsecondary education and retirement planning.saving and borrowing for major purchases. ![]() Through experiential and simulated workplace learning, you develop financial advising strategies to facilitate clients` short- and long-term financial goals. The fourth semester of the program focuses on experiential learning within a variety of real-world scenarios. Throughout the program, you develop a professional competencies portfolio to document marketable skills. Sales strategies and relationship building techniques are applied while adhering to legal and ethical practices and industry standards. You develop techniques to collect and analyze client information to create and present customized financial plans. In this program, you build knowledge and skills to evaluate and recommend financial products and services based on clients` individual needs. The two-year Financial Services-Canadian Context Ontario College Graduate Certificate program is specifically designed to support students transitioning into the Canadian work environment in the customer sales and service areas of: Very corrupt people with no morals and no hearts.Thrive in the financial services industry in Canada. My hours were constantly changing, and they had no qualms about firing me when my dad was dying in the hospital the day after New Year's. I once had a fellow employee threaten to beat me up, and yet they were never disciplined for a blatant threat to my safety. The company is a sham, and there is extreme favoritism. I also trained multiple employees prior to my termination, which was a thankless job. When I asked why I was terminated, I was never told why (probably not for kissing up to the right people), even though I had never called out, never taken a sick day, never taken a vacation, and the one time I did request a day off, I was told that I should have requested a month in advance (I requested the day off two weeks in advance). While they had cameras in the office, the matter of my personal items being stolen was never handled, and I was terminated while my father was dying in the hospital (which they knew). I had to work from 10 AM until 8 PM every Saturday (in addition to Monday through Friday, when I would work until 12 PM or later), and on two separate occasions, someone stole items from my desk drawer. First of all, when I worked there, they had no kitchen.
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