Subject Listing:

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FSP203 - Foundations in Investment and Retirement Products
This course introduces the student to the fundamentals of investment and retirement products. The student will be introduced the types of mutual funds, various management styles, segregated funds, registered products and annuities. The student will gain knowledge of the current product line of a number of our sponsor partner company's products. The student will learn where mutual funds, segregated funds and annuities fit into a client's portfolio, and how RRIFs and annuities can be used to generate retirement income. The course also provides an in depth review of industry documentation and forms to be used when opening new accounts and transferring existing client accounts. The student will also assess client needs through the use of the Seneca College Financial Services Practitioner Software Platform. This will be achieved through the use of case studies and practical use of the technology and reports generated from it.

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Fall 2010 Summer 2010 Winter 2010 Fall 2009 Summer 2009 Winter 2009 Fall 2008 Summer 2008 Winter 2008 Fall 2007 Summer 2007 Winter 2007 Fall 2006 Summer 2006 Winter 2006 Fall 2005 Summer 2005 Winter 2005 Fall 2004 Summer 2004 Winter 2004 Fall 2003 Summer 2003 Winter 2003 Fall 2002 Summer 2002 Winter 2002 Fall 2001 Summer 2001 Winter 2001 Fall 2000 Summer 2000 Winter 2000 Fall 1999 Summer 1999 Winter 1999 Fall 1998 Summer 1998 Winter 1998 Fall 1997 Summer 1997 Winter 1997

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