Curriculum Guideline

Financial Services Management (Concentration)

Effective Date:
Program Code
CNFSMT
Discontinued
No
Program
Faculty
Commerce & Business Administration
Department
Business
Credential Type
Concentration
Transcript Title
Finc Srvcs Mgmt Concentration
Date of First Offering
Start Term
201730
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
  • 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

Corporate Finance

3.00

FINC 3390

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):

ACCT 3370

Income Tax I

3.00

ACCT 3410

Intermediate Accounting II

3.00

BUSN 3431

Business Statistics II

3.00

BUSN 3730

Law for Finance and Accounting Professionals

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

FPSC-approved Capstone Course

3.00

FINC 4380

Derivatives – Theory & Applications

3.00

FINC 4390

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 Douglas College Course Catalogue website.

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.