This course introduces the fundamentals important to the discipline of financial planning and forecasting. It is a CFP requirement. Students will acquire an understanding of the concepts and applications associated with financial calculations and the analysis of financial statements. The preparation of a cash flow statement and its subsequent impact on the financing decision are examined as a foundation of business financial plans. Prerequisite: ACCT106 Co-requisite: ACCT205 [hide detail]

The seminar is designed to offer students an opportunity to get first-hand knowledge about finance, business, and employment trends through presentations by special guests from the business community. Emphasis will also be placed on developing effective techniques that can be utilized in the job search process. Note: Restricted to Second Year Finance Students in 3rd and 4th semester. The grading for this seminar series will based on attendance to the various presentations. [hide detail]

This course introduces the student to our capital markets, their institutions, the regulatory bodies and the financial securities available to investors. Students research the macroeconomic influences and business fundamentals that create value and the models used to price financial securities. The dynamics of the markets are studied continuously to analyze the performance of investments and to develop strategies for constructing investment portfolios. A foundation to the world of investing is established. Prerequisites: JRSB115, JRSB125 [hide detail]

The focus of the course is to empower the students to succeed in business by displaying how knowledge of the law can give them an advantage. Beginning with an examination of the role lawyers play in advising businesses, students learn how to select an appropriate lawyer. Following the introduction of Canada's legal systems, the course examines how laws are made, who makes laws and how laws are enforced. The Alberta court system is examined. Students are taught how to sue in the Provincial Court, Civil Division and how to collect a judgment. Civil procedure in the Court of Queen's Bench is also examined. The various forms of alternative dispute resolution are reviewed. Constitutional Law, including an examination of the Charter of Rights and Freedoms, follows. Human rights legislation is similarly evaluated. The development of tort law is traced, with an emphasis on the tort of negligence. Insurance law is then briefly addressed. The formation and performance of contracts is evaluated. Employment law, including the common law and the relevant legislation, is delineated. Finally, forms of business organizations (sole proprietorships, various types of partnerships and corporate entities) are compared and contrasted. [hide detail]

In this course, students will build on the business writing strategies introduced in COMM121 and COMM122. The course covers expository writing techniques suitable for abstracts and critiques, as well as persuasive writing techniques suitable for business letters and reports. Job search communications (resumes, application letters, and job interviews) are covered in a project that includes team activities as well as individual assignments. Students will research, compile, and interpret data to build an analytical report. They will polish their oral skills by preparing and delivering impromptu oral presentations as well as one formal business presentation. Prerequisite: COMM121 (JRSB 101) Business Communications or equivalent. [hide detail]

Through case studies, interactions and hands-on applications, this course demonstrates how the effective management of information technology and systems can maximize an organization's business capabilities and resources providing a competitive edge in today#s global networked enterprise. The course covers IT systems planning, decision-making and problem solving at operational, tactical and strategic levels. Students will also develop the ability to analyze IT investments, assess benefits and risks, and reasonably align IT investments with broader organizational goals. With a focus on business processes, the course explores strategic enterprise IT applications such as enterprise resource planning (ERP), supply chain management (SCM), customer relationship management (CRM), Accounting and Human Resource applications through exposure to SAP application. A pass in Introduction to IT (JRSB 150) is required to take this course. [hide detail]

In this introductory statistics course, the student will evaluate business problems using descriptive and inferential statistics. Topics will encompass descriptive statistics and data analysis, probability theory, hypothesis testing, and regression analysis. Learning objectives for each topic are reinforced with business problems and/or small case studies. Prerequisite/co-requisite: JRSB150 [hide detail]

This course examines the roles and structures of the financial markets, financial intermediaries, and regulations of the financial industry in Canada as well as a brief overview of foreign exchange markets. You will become familiar with issues and practices affecting this dynamic industry. Prerequisite: JRSB112 [hide detail]

The seminar is designed to offer students an opportunity to get first-hand knowledge about finance, business, and employment trends through presentations by special guests from the business community. Emphasis will also be placed on developing effective techniques that can be utilized in the job search process. Note: Restricted to Second Year Finance Students in 3rd and 4th semester. The grading for this seminar series will based on attendance to the various presentations. [hide detail]

This course will cover the practical applications of consumer, commercial and mercantile credit. Credit analysis done by businesses and financial institutions will be covered with a view to aid the student in granting credit proposals and preparing credit proposals for small businesses. Management of accounts receivable, collection of accounts, and bankruptcy will be reviewed to give the student and up-to-date overview of the credit industry. Financial management software and/or a computerized financial simulation that will integrate financial and credit analysis techniques. Prerequisite: FNCE211 [hide detail]

This course is a study of the financial and investment decisions from the corporation's perspective. The key topics covered in the course include the valuation of financial assets, the risk-return tradeoff, the determination of the cost of capital, capital budgeting decisions, corporate options and working capital management. Prerequisites: JRSB110, JRSB115, JRSB117, JRSB125 Co-requisite: JRSB201 [hide detail]

Fusion is the blending of Portfolio/Fundamental/Technical analysis tools to better maximize profitable trades and execute capital preservation techniques. Students participate in Real Time. Through a global trading simulation, students will create various screening techniques to accommodate trading and long term objectives using debt, equity, managed equity, option and commodity/futures markets. In this intensive simulation, participants explore how portfolio management uses today#s tools for measuring, reporting and managing investment risk through off-balance sheet hedging techniques. The objective of this course is to expose students to a real world environment involving those components, not usually included in the academic environment - due to lack of academic experience - but that are essential to the process of acquiring wealth and meeting client expectations. Prerequisite: FNCE280 [hide detail]

This course introduces students to basic income tax laws, moving into a more the professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are covered in the course. Different forms of business structures are explored in-depth, along with an understanding of trusts. CFP course. [hide detail]

This course requires the student to register with the Canadian Securities Institute. An additional fee to the NAIT tuition fee is required by the Canadian Securities Institute. This course prepares the student to pass the Canadian Securities Course exam I & II. Part I covers capital markets, the Canadian economy, listing and regulation, fixed, variable and derivative securities, portfolio management and the financial services industry. In addition, financial statements analysis and investment products. Prerequisite: FNCE280 [hide detail]