Financial Services Management (Concentration)

Curriculum Guideline

Effective Date:
Return to Program
Print Guideline
Program code
CNFSMT
Discontinued
No
Program
CNFSMT
Faculty
Commerce & Business Administration
Department
Business
Credential type
Concentration
Transcript title
Finc Srvcs Mgmt Concentration
Date of first offering
Start term
202310
End term
Not Specified
Credits
21.00
Admissions requirements

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.

Curriculum framework

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
  • A minimum GPA of 2.0 in all core Financial Services Management concentration courses (listed below and marked with an * in the course table)
  • 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:

FINC 2300*

Personal Finance I

3.00

FINC 2340* OR

FINC 2345*

Corporate Finance

Introduction to Corporate Finance

3.00

FINC 3390*

Security Analysis

3.00

CBA Elective (see notes 2 and 3)

One 1000-4000 level course from ACCT, BLAW, BUSN, CSIS, CMPT (check with BUSN department), COBA, ECON, FINC, HOSP, MARK, CMNS 1104, CMNS 1125, CMNS 1210, CMNS 1216, CMNS 1217, CMNS 2115, CMNS 2125, CMNS 2317, or CMNS 3316

3.00

Select any three courses from the following (see notes 2 and 3)*:

9.00

ACCT 3370*

Income Tax I

3.00

 ACCT 3410*

Intermediate Accounting II

3.00

BUSN 3431*

Business Statistics II

3.00

BLAW 3730*

Corporate and Financial Planning Law

3.00

FINC 3300*

Personal Finance II

3.00

FINC 3305*

International Financial Management

3.00

FINC 4340*

Investment Management Techniques

3.00

FINC 4360*

Portfolio Management Techniques

3.00

FINC 4370*

Financial Planning Capstone

3.00

FINC 4380*

Derivatives – Theory & Applications

3.00

FINC 4390*

Financial Analysis Capstone

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 enroll in the required courses and (b) suggested courses, skills and/or competencies. This information can be found on the .

2. The courses listed below are part of the FP Canada Approved Core Curriculum qualifying students to write the Certified Financial Planning exams (CFP):

3. These courses are recommended for students wishing to pursue the Level 1 Chartered Financial Analyst credential.