Financial Services Management (Diploma)

Curriculum Guideline

Effective Date:
Program Code
Commerce & Business Administration
Credential Type
Transcript Title
Financial Serv Mgmt Dipl
Date of First Offering
Start Term
End Term
Diploma in Financial Services Management
Length of Program
Four semesters
Admissions Requirements

General College Admission Requirements

Note: English 12 with a minimum grade of "B" and Principles of Math 11 or Foundations of Math 11 with a mimimum grade of "B" or equivalent are prerequisites for some required courses offered in the Faculty of Commerce and Business Administration. Therefore, it is strongly recommended that you check each individual course prerequisite and ensure that you have completed the English and Math requirements prior to registration. Failure to comply with this prerequisite requirement could result in course deregistration.

Curriculum Framework

Semester 1

One of ACCT 1110 Principles of Accounting or 3
ACCT 1235* Principles of Accounting I and II  
BUSN 1210 Management Essentials 3
One of BUSN 1330 or FINC 1231 Business Mathematics or
Commercial and Financial Mathematics
CSIS 1190 Excel for Business (or CSIS 1110 completed by Dec 2014) 3
CMNS 1115 Practical Writing 3

Semester 2

ACCT 1210 Principles of Accounting II or ACCT 1235 3
BUSN 1320 Business Law I 3
BUSN 2429 Business Statistics I 3
MARK 1120 Introduction to Marketing 3
PHIL 1122 Business Ethics 3

Semester 3

BUSN 3310 or SOSC 2140 Organizational Management Skills or Behaviour in Organizations 3
ECON 1150 Principles of Microeconomics 3
FINC 2300** Fundamentals of Personal Finance 3
FINC 2340 Fundamentals of Financial Management 3
ENGL 1130 Academic Writing or any UT English 3

Semester 4

FINC 3350 or FINC 3390 Canadian Securities Course or Security Analysis 3
MARK 2150 Personal Selling 3
BUSN 2275 Business Strategy and Simulation 3
Students choose two of the following courses:   6
BUSN 2420 Business Law II  
ECON 1250 Principles of Macroeconomics  
ACCT 2320 Introductory Management Accounting  

* Students who choose ACCT 1235 in place of ACCT 1110 and 1210 must take an additional course from ACCT, BUSN, CSIS, ECON, FINC or MARK to complete their Financial Services Management Diploma.  Students are recommended to complete all three of these courses.

** FINC 2300 will be offered in the Fall term. FINC 2300 is required as a Certified Financial Planner (CFP) qualifying course.