Financial Planning (Post-Degree Diploma)
Curriculum Guideline
Effective Date:
Program code
PDFIPL
Discontinued
No
Program
Faculty
Commerce & Business Administration
Department
Finance
Credential type
Post-Degree Diploma
Transcript title
Financial Planning PD Diploma
Date of first offering
Start term
201510
End term
201530
Credential
Post-Degree Diploma in Financial Planning
Length of program
One year
Credits
30.00
Admissions requirements
Applicants must have an undergraduate degree (bachelor level) from a recognized post-secondary institution in Canada, or any English speaking country. Applicants with an undergraduate degree (bachelor level) from a non-English speaking country will be required to meet the ÁñÁ«ÊÓƵ English language proficiency requirement of English 12 with a minimum grade of "C" or one of the acceptable subsitutions.
Curriculum framework
Required 30.0 Credits
| FINC 1231 | Commercial & Financial Mathematics |
| FINC 2340 | Fundamentals of Financial Management |
| FINC 2300 | Fundamentals of Personal Finance |
| ACCT 3370 | Income Tax I |
| FINC 3350 | Canadian Securities Course (Includes CSC licensing exams and costs approximately $1,000) OR |
| FINC 3390 | Securities Analysis |
| BUSN 3730 | Law for Finance and Accounting Professionals |
| MARK 3500 | Financial Services Marketing |
| FINC 3300 | Professional Financial Management |
| FINC 4340 | Investment Management Techniques OR |
| FINC 4360 | Portfolio Management Techniques |
| Elective | 3.0 credit upper level elective from BUSN, ECON, MARK, or FINC |
FINC 4370 may be taken as a student's upper level elective. This couse qualifies students to write the Level 2 CFP exam.