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FSM305 - Insurance Operations
Focus in this course is on specific business operations, including marketing, actuarial, underwriting claims, financial management, investments and compliance. Organizational structures within the insurance industry and the regulatory environment in which insurers operate are reviewed. Students will be prepared to write the LOMA 290 examination upon completion of this subject.
FSM410 - Personal Financial Planning: Investment and Taxation
Students will acquire the foundational knowledge about personal income taxation that is expected of financial planners. Students will cultivate an in depth knowledge of the income tax assessment rules for individuals, including the types and taxation of different types of income, available tax deductions and tax credits, and foundational income splitting opportunities, that will aid them in identifying and making financial planning recommendations to individuals.
FSM420 - Consumer Protection and Privacy
Privacy is foremost in the minds of the public in their utilization of financial services. Confidentiality is key to the reputation of financial institutions in their provision of services to the public. The public wants assurance that their personal information is adequately protected in the electronic documents that are core to the management of financial services management. There is also concern about the ever present potential for identity theft and the misappropriation of their personal wealth and damage to their credit reputation. This subject will familiarize students with the core issues of privacy management in the financial services environment and provide them with the competencies required to design and administer a comprehensive privacy compliance management program. Students will also be familiarized with practices and techniques to safeguard financial services organizations from identity theft.
FSM440 - Customer Service and Relationship Management
This course introduces the concept of customer relationship building and develops communications and interpersonal skills required to effectively manage and maintain durable customer relationships in the financial services industry. The main focus of this course is to assist learners in developing strategies for successfully undertaking sales and service relationships that fulfill the expectations of both the financial institution and the client. Strategy development includes acquiring excellent communication, conflict resolution and problem-solving skills. The Internet is used to apply acquired skills and participate in group discussions.
LSP340 - Macroeconomics - Theory and Practice
This introductory course focuses on applying the terminology, fundamental concepts, theories, and models of Macroeconomics to actual economic situations. Principal macroeconomic indicators are developed and evaluated. Aggregate expenditure and aggregate supply/demand models are constructed and used to assess how sustainable and equitable economic growth may be attained through fiscal and monetary policies in the dynamic global environment.