Financial Services Management (Concentration)
Curriculum Guideline
There are no separate admission requirements for a concentration, but students must be enrolled in a BBA degree program in order to complete a concentration.
Concentration in Financial Services Management:
- This concentration is available for all BBA degree students, except those graduating from the BBA Financial Services program.
- Successful completion of at least 21 credits
- 12 credits upper level coursework required
- Students in this concentration who take the required courses listed in Note 2 will be able to challenge the Level 1 Certified Financial Planning exam.
- The recommended courses listed in Note 3 will help students prepare to pursue the Level 1 Chartered Financial Analyst credential (i.e., no courses are required for this credential, but the list in Note 3 are recommended in preparation for the exam).
- Concentrations are not noted on credentials but will be noted on the transcript.
Course Requirements (see note 1):
| Course Number | Course Title | Credits |
|
Required Courses: |
||
|
Personal Finance I |
3.00 |
|
|
Corporate Finance |
3.00 |
|
|
Security Analysis |
3.00 |
|
|
CBA Elective (see notes 2 and 3) |
One 1000-4000 level course from ACCT, BUSN, CSIS/CISY, CMPT (check with department), COBA, ECON, FINC, HOSP or MARK |
3.00 |
|
Select three courses from the following options (see notes 2 and 3): |
||
|
Income Tax I |
3.00 |
|
|
Intermediate Accounting II |
3.00 |
|
|
Business Statistics II |
3.00 |
|
|
Corporate and Financial Planning Law |
3.00 |
|
|
Personal Finance II |
3.00 |
|
|
International Financial Management |
3.00 |
|
|
Investment Management Techniques |
3.00 |
|
|
Portfolio Management Techniques |
3.00 |
|
|
FPSC-approved Capstone Course |
3.00 |
|
|
Derivatives – Theory & Applications |
3.00 |
|
|
Supplemental Topics for CFA Program |
3.00 |
|
|
Upper Level FINC course |
Any other upper level (3000-4000) FINC course |
3.00 |
|
Upper Level FINC course |
Any other upper level (3000-4000) FINC course |
3.00 |
|
Total Credits |
|
21.00 |
Notes:
1. Students in a Bachelor of Business Administration (BBA) program will likely have met all pre-requisite requirements upon entering this concentration. On the other hand, non-BBA students will need to take special note of: (a) required pre-requisites to ensure they are able to enrol in the required courses and (b) suggested courses, skills and/or competencies. This information can be found on the .
2. Students taking the required courses will qualify to challenge the Level 1 Certified Financial Planning exam. The required CFP courses in their recommended order are listed below:
3. These courses are recommended for students wishing to pursue the Level 1 Chartered Financial Analyst credential.