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.
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)
- FINC 2300
- FINC 2340 or FINC 2345
- FINC 3390
- Choice of three from: ACCT 3370, ACCT 3410, BUSN 3431, BLAW 3730, FINC 3300, FINC 3305, FINC 4340, FINC 4360, FINC 4370, FINC 4380, FINC 4390, and upper level FINC course(s).
- 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: |
||
|
Personal Finance I |
3.00 |
|
|
FINC 2340* OR |
Corporate Finance Introduction to Corporate Finance |
3.00 |
|
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 |
|
|
Income Tax I |
3.00 |
|
|
Intermediate Accounting II |
3.00 |
|
|
Business Statistics II |
3.00 |
|
|
Corporate and Financial Planning Law |
3.00 |
|
|
Personal Finance II |
3.00 |
|
|
International Financial Management |
3.00 |
|
|
Investment Management Techniques |
3.00 |
|
|
Portfolio Management Techniques |
3.00 |
|
|
Financial Planning Capstone |
3.00 |
|
|
Derivatives – Theory & Applications |
3.00 |
|
|
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 Douglas College Course Catalogue website.
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.