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Financial Management – LEA.AC

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 - LEA.AC 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 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. You will also participate in two separate end of studies project or a practicum placement, which will give you the opportunity to put your classroom education to work in a real world workplace.


  • Secondary V diploma
  • Successful admission test


Total Program Hours

  • 1020 hours

Conditions for admission to an Attestation of College Studies (ACS)

In addition to meeting the college's requirements, applicants must satisfy one of the following conditions:
  • the candidate interrupted his or her studies for at least two consecutive semesters or one school year;
  • the candidate is covered by an agreement concluded between the college and an employer or by a government program;
  • the candidate has completed at least one year of post-secondary studies spread out over a period of one or more years.
To graduate, students must obtain the required pass mark in each course.
This program leads to an ACS (Attestation of College Studies) recognized by the Ministère de l'Éducation et de l'Enseignement Supérieur (MEES) (Permit 749747).
This program is offered in English or French.
Graduates of this program can apply to the Payroll Compliance Practitioner (PCP) certification from the Canadian Payroll Association (CPA)*. PCP certification is the foundation for a career in payroll. Gain an in-depth understanding of the legislative requirements to keep your organization compliant throughout the annual payroll cycle. When you get certified, you join a growing community of supportive professionals and gain access to the resources you need to stay current and compliant.

PCP certification requires four core courses and one year of related work experience. The requirements are as follows:
  1. Payroll Compliance Legislation
  2. Payroll Fundamentals 1
  3. Payroll Fundamentals 2
  4. Introduction to Accounting (offered at post-secondary institutions)
  5. Application for recognition of professional experience (DREP) with a minimum of one year of work experience in the field of payroll.

A minimum pass grade of 65% is required for each course (including Introduction to Accounting). A combination of payroll education and payroll work experience ensures PCP certification is highly valued by employers.

*CPA is the only association offering payroll accreditation programs in Canada.

Program Courses

CPA3 - Payroll Fundamentals 2
Calculate the remittances of an organization to federal, provincial and third party stakeholders. Prepare accounting documentation for payroll. Complete year end documentation. Communicate all aspects of the organization’s remittances, as well as accounting and year end requirements to stakeholders (internal, external and governmental).
CPA2 - Payroll Fundamentals 1
Calculate regular employee pay. Calculate non-regular employee pay. Calculate termination payments. Prepare the Record of Employment (ROE). Communicate all aspects of employee pay requirements to the various stakeholders.
CPA1 - Payroll Compliance Legislation
Describe payroll’s objectives and stakeholders. Identify an employer/employee relationship. Apply federal and provincial legislation to payroll including: The Canada Pension Plan; The Employment Insurance Act; The Income Tax Act; Employment Standards legislation; Worker’s Compensation Acts; as well as the Quebec-specific legislation. Communicate the payroll compliance requirements to various stakeholders.
410-PE2-ID - End of Studies – Project II
Subjects – Application of the Technical Elements Covered During the Program. Real World Application of Interpersonal Skills in Relation to the Profession.
410-PE1-ID - End of Studies – Project I
Subjects – Application of the Technical Elements Covered During the Program. Real World Application of Interpersonal Skills in Relation to the Profession.
410-DA1-ID - Development of Computerized Applications
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.
410-1FN-ID - Introduction to Finance
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.
410-PFP-ID - Personal Financial Planning
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.
410-CP3-ID - Accounting III
Subjects – Accounting transactions related to assets management. Accounting transactions related to liabilities. Financial accounting and general partnerships. Statement of changes in financial position.
410-1FS-ID - Introduction to Taxation
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 reporting software.
410-CAG-ID - Introduction to Management Accounting
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.
410-CP2-ID - Accounting II
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.
410-ECM-ID - Economy and Marketing Fundamentals
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.
410-ULC-ID - Using Accounting Software
Subject - Accounting Procedures in a Computerized Environment. Using Accounting Software. Recording of Transactions. Period End Procedures
410-0ED-ID - Introduction to Business Organization and Business Law
Subjects – Quebec legal system. Business law terminology used in business organizations. Legal implications of business transactions. Business organizations and management activities. Creating companies..
410-1T1-ID - Introduction to Information Technology
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
410-CP1-ID - Accounting I
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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