NEWLY DEVELOPED FINANCE DIPLOMA PROGRAM OUTCOMES:-Carlas room by Carla Van Horne https://padlet.com/carlav3/n6d471o8v4jiybz5 March 19 2021 en-us 2021-03-18 19:49:36 UTC 2025-11-20 01:57:24 UTC hello@padlet.com Ratio calculations https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330339187 2021-03-19 15:47:37 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330339187 Personal Banking & Commercial https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330340473 2021-03-19 15:47:55 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330340473 Rex Alex https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330342676 Along with Diploma, having /working towards a designation - CFA, CPA, CFP (for personal clients) would be helpful to effectively analyze data and make effective definitions. Not sure the depth of contents around behavioral finance in Diploma program, it is a good skill to have.
 ]]> 2021-03-19 15:48:26 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330342676 bridge between non-financial and financial https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330346228 Content bridge sets of data- present what does it mean to the client. Non-financial data market data, political environment information, programs, investment mood among investors. ]]> 2021-03-19 15:49:17 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330346228 Logan, AIMCo. A focus in regards to the data for the student to learn should be data manipulation skills (Excel skills and other skills to deal with databases, data presentation skills.) https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330348155 2021-03-19 15:49:44 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330348155 Guidance, conversations, road map. https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330355076 Relationships. ]]> 2021-03-19 15:51:15 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330355076 Logan, AIMCo. A key understanding of personal trading rules is important. The industry is taking personal trading more seriously and is letting employees go faster for personal trading violations. https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330357132 2021-03-19 15:51:44 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330357132 Soft skills https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330360137 Soft skills are not always present and need more development.]]> 2021-03-19 15:52:26 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330360137 Ethical framework https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330376367 Everyone has conflict - how do you deal with it.]]> 2021-03-19 15:56:06 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330376367 Empathy- emotional intelligence https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330384887 Maturity]]> 2021-03-19 15:57:53 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330384887 Logan, AIMCo. As Eric mentioned earlier, the regulatory environment is creating a ton of new challenges and opportunities. Any learning that can be provided to students about banking regulatory rules will be very beneficial for them. It will allow them to specialize a bit more in their career and specialization is very helpful for finding jobs or advancing in a career. Some examples of these financial regulatory rules in the Investment Management industry would be Basel rules, Margin rules, KYC/AML rules such as FACTA, etc. https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330398232 2021-03-19 16:00:56 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330398232 Audit processes be included https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330398281 Management vs financial audit.
Financial accountability, MGMT audits are resurfacing as a key tool to indicate where a company has been and where it is going. ]]> 2021-03-19 16:00:56 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330398281 Rex Alex https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330404378 AI/ML


]]> 2021-03-19 16:02:20 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330404378 teams, webex, zoom https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330407758 2021-03-19 16:03:03 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330407758 excel, word, outlook, tableau, data analytics https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330408778 2021-03-19 16:03:15 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330408778 When to use technology https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330414092 Deeper dive into their business. ]]> 2021-03-19 16:04:22 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330414092 Logan, AIMCo/ Some recent grads or co-op students are afraid to pick up the phone and call a co-worker but this is such a great way to develop a relationship as compared to email. https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330416522 2021-03-19 16:04:53 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330416522 rcole34 https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330422832 As Nick Murray said, Clients don't care what you know until they know that you care, interperosonal/realtionships are key]]> 2021-03-19 16:06:06 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330422832 merge with regulatory outcome https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330424887 2021-03-19 16:06:33 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330424887 look beyond Alberta and Canada https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330428186 laws to specific countires]]> 2021-03-19 16:07:14 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330428186 help develop an international awareness https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330435310 2021-03-19 16:08:39 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330435310 Awareness of law more so than search and find https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330436649 2021-03-19 16:08:57 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330436649 Climate risk is gaining momentum https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330439098 Money laundering is a key risk, and a good understanding is useful

]]> 2021-03-19 16:09:27 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1330439098 Archana briannek https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1331435251 Integrity. We want to make sure we are doing the right thing for our clients.]]> 2021-03-19 20:33:35 UTC https://padlet.com/carlav3/n6d471o8v4jiybz5/wish/1331435251