The Post-Degree Diploma in Financial Planning covers the fundamentals of financial management and personal finance. Students learn financial services marketing, Canadian securities, wealth management and more. Graduates of the program qualify to challenge the Level 1 Certified Financial Planning exam. The required CFP courses are:
|Course Number||Course Title||Credits|
|Principles of Introductory Financial Accounting I and II (see note (1) below)||3.00|
|CSIS 1190||Excel for Business||3.00|
|Personal Finance I (CFP)||3.00|
Select one of the following two options: (see note (2) below)
|FINC 2340*||Corporate Finance||3.00|
|Introduction to Corporate Finance||3.00|
|FINC 3390*||Security Analysis (CFP)||3.00|
|ACCT 3370*||Income Tax I (CFP)||3.00|
|FINC 3300||Personal Finance II (CFP)||3.00|
|Select three courses from the following options:|
|BLAW 3730||Corp. and Financial Plan. Law||3.00|
|ACCT 3470||Income Tax II||3.00|
|MARK 3500||Financial Services Marketing||3.00|
|FINC 4370||Financial Planning Capstone (CFP)||3.00|
|FINC 4360||Portfolio Management Techniques||3.00|
*A minimum grade of "C" is required for this course because it is a pre-requisite to further courses.
The courses listed below satisfy the FP Canada™ Core and Advanced Curriculum requirements leading to QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP™) and CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
Applicants must meet the admission requirements listed below:
Program Guidelines for previous years are viewable by selecting the version desired. If you took this program and do not see a listing for the starting semester / year of the program, consider the previous version as the applicable version.