"The instructors all have real-world experience which was a tremendous help!" Karry B., CDI Graduate
The financial management industry is fast-paced and competitive. You need a strong education in practical accounting and management in order to succeed. CDI College's Financial Management program provides hands-on training in the key areas of financial management such as computerized accounting systems, financial analysis and information systems management.
You will also develop an understanding of personal financial planning, taxation, marketing and business software. The program gives you a strong understanding of the legal and ethical implications of financial and wealth management, along with payroll and other key business concepts. Students participate in two separate practicum placements, which give you the opportunity to put your classroom education to work in a real world workplace.
Prerequisites
- High school diploma V
- Successful admission test
Graduation
To graduate, students must obtain the required pass mark in each course.
Financial Management – LEA.AC
For programs offered in Alberta:
Calgary City Centre Calgary North Calgary South Edmonton City Centre Edmonton North Edmonton South Edmonton WestProgram Courses
The program outline below is for Quebec .
| Code | Course Name | Hours |
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- Subjects - Introduction to Accounting. Financial statements and accounting transactions. Analyzing and recording transactions. Calculation and recording of provincial and federal sale taxes. Trial balance preparation. Adjusting entries. Closing entries and chargeback.
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- Subject - Software and Operating Systems. Different Functions of the Computer. Usage of Objects in the Windows Environment. Working with Files and Directories. Internet and Web Usage
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- Subjects – Quebec legal system. Business law terminology used in business organizations. Legal implications of business transactions. Business organizations and management activities. Creation of a company.
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- Subject - Accounting Procedures in a Computerized Environment. Using Accounting Software. Recording of Transactions. Period End Procedures
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- Subjects – Introduction to Economic Principles: Demand, Supply and Price Setting. Introduction to Marketing Principles: Market, Market Analysis, Data Collection, Consumer Behaviour, Product Pricing, Product Distribution and Product Promotion.
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- Subjects – Introduction to Payroll practices and procedures: Payroll deductions, calculation of taxable salary. Salaries, social charges and employee benefits recording. Employment standards, employee remuneration, taxable benefits, Canada and Quebec Pension Plan contributions, Employment Insurance premiums, income tax, calculating net pay, income forms.
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- Subject - Business Transactions and Bookkeeping. Manufacturing Statements with a General Accounting System. Manufacturing Cost Function in Cost Accounting. Decision Process using Cost Analysis. Calculation of Cost Deviation between Standard Costs and Real Costs and Deviation Analysis and Business Performance Analysis. Financial Accounting and Stock Companies.
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- Subjects – Statement of Remuneration Paid (T-4 Form), employment and other income Form (Form 1). Revenues from interest and dividends for individuals. Calculation of net revenue from renting for individuals. Deductions for each category of revenue. Taxation calculation for individuals taking into account deductions income credits. Income tax report software.
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- Subjects – Accounting transactions related to assets management. Accounting transactions related to liabilities. Financial accounting and general partnerships. Statement of changes in financial position.
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- Subjects – Personal financial planning: Net value statement, personal debt management, income statements, retirement planning. Fiscal planning and strategy. Investment management: risk and profit analysis, risk aversion, terms, types of investments, portfolio diversification. Investment trusts and mutual funds: advantages and disadvantages. Funds categories and selection of funds. Registered retirement savings plan (RRSP): fiscal aspects, self-administered RRSP spousal, home buyer’s plan. Risk management. Life insurance: identifying insurance needs.
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- Subject - Financial Statements Analysis with Ratios. Financial Forecasts with Tendencies Analysis, Horizontal Results Analysis. Forecasted Financial Statements (Income Statements, Balance Sheet, Statement of Retained Earnings, Cash Flow Budget). Accounts Receivable Management.Client Accounts: Categories of Accounts, Bad Debts, Estimation Methods.
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- Subjects – Creating and using worksheets. Computerized functions: statistical, financial and logical functions. Data analysis functions. Data tables and scenario management. Basic and advanced features of a database management system. Creating, maintaining and querying a database. Creating forms, reports and advanced queries. Customizing reports and forms and integrating Access with other programs. Business case study.
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- Subjects – Application of the Technical Elements Covered During the Program. Real World Application of Interpersonal Skills in Relation to the Profession.
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- Subjects – Application of the Technical Elements Covered During the Program. Real World Application of Interpersonal Skills in Relation to the Profession.