Rotman's Financial Acumen Program for Women


Posted by TFI on December 20, 2018

Source: TFI Newsletter December 2018 Edition 

Rotman School of Management, in partnership with TD Bank, are working to develop a Financial Acumen Development Program for Women. This program will complement Rotman’s many programs within its Initiative for Women in Business, which has been committed to strengthening the female talent pipeline since 2008. The purpose of this Financial Acumen Development Program is to help women working in Canada’s Financial industry improve their Analytical Thinking and Financial Acumen Skills.

Confidence is enhanced thus contributing to workplace satisfaction and retention

Enhancing Analytical Thinking and Financial Acumen among women employees generally serves many purposes. First and foremost, confidence is enhanced thus contributing to workplace satisfaction and retention. Second, it will boost the effectiveness of employees, whether they work within a finance role or not. Greater analytical thinking and financial acumen skills across many functions of the organization will improve organizational performance and effectiveness. Third, the development of these skills will enhance the upward mobility of women within the organization, thus serving to reduce the gender gap at the senior levels.  This program will be customized to fit varying levels of skills. 

Faculty resources will be available to work with the participants over the duration of the program

The program will run 6 weeks, with a one-half in class session weekly. There will also be a case study completed each week that will help develop the analytical and financial skills. This will allow each participant to work at their own pace to master the content before the next class. Faculty resources will be available to work with the participants over the duration of the program.

These sessions will include the following topics (i) foundational math and statistics review (ii) correlations and an understanding of systematic and non-systematic risk (iii) present values, future values, and annuities and understanding the benefits of compounding and saving for retirement (iv) risk attitudes, risk exposure, and optimal portfolio selection, including stocks, mutual funds, ETFs, and bonds (v) understanding the importance of insurance and overall financial well being and (vi) a business case study from the business to connect all the dots from the course into actual day to day tangible outcomes.

More information will be available here in the new year.

Questions? Contact Geeta Sheker, Director, Initiative for Women in Business at [email protected].

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