Curriculum Guideline

Financial Planning (Post-Degree Diploma)

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
201330
End Term
201430
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 Douglas College 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 (CSC) OR 
FINC 3390 Securities Analysis
BUSN 2420 Business Law II
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.