Curriculum Guideline

Finance (Post-Baccalaureate Diploma)

Effective Date:
Program Code
PBFINC
Program
Faculty
Commerce & Business Administration
Department
Finance
Credential Type
Post-Baccalaureate Diploma
Transcript Title
PBD Finance
Date of First Offering
Start Term
202120
End Term
Not Specified
Institutional Unit
Finance
Credential
Post-Baccalaureate Diploma in Finance
Length of Program
Two years
Credits
60.00
Admissions Requirements

Applicants must meet the admission requirements listed below:

  • General College Admission Requirements
  • Applicants must have an undergraduate degree from a recognized post-secondary institution in Canada or an equivalent credential from an approved institution of a different country. Any applicant who earned their credential in a language other than English must meet the Douglas College English language proficiency requirement.
Curriculum Framework

Graduation Requirements

  • Successful completion of minimum 60 credits.
  • A minimum grade of "C" for each course which is a pre-requisite to further courses is required (courses indicated by *).
  • 70% (42 credits) of all coursework must be completed at Douglas College.  Up to a maximum of 18 credits used towards a previously received credential can be used to meet program requirements, but additional courses will need to be taken to replace these credits.  Any credit course from the same level or higher may be used to replace a course that has already been taken.  Contact the Financial Services Coordinator if advice on substitutions is required.
  • Co-op work experience is an option, which requires an additional term, and must be completed before the final term of the program.
  • A minimum average grade of C+ or 2.33 GPA in the program is required to graduate.

Course Requirements:

Course Number Course Title Credits
Required Courses
ACCT 1235* Principles of Introductory Financial Accounting I and II (see note (1) below) 3.00
FINC 1231* Business Mathematics (see note (2) below) 3.00
CMNS 1115 Practical Writing 3.00
CSIS 1190 Excel for Business 3.00
BLAW 1320 Introductory Business Law 3.00
ECON 1250 Principles of Macroeconomics 3.00
FINC 2300* Personal Finance I (CFP) 3.00
BUSN 2429* Business Statistics I 3.00

Select one of the following two options: (see note (3) below)

FINC 2340* Corporate Finance 3.00

FINC 2345*

Introduction to Corporate Finance 3.00
Required Courses
FINC 3305 International Financial Management  
FINC 3300 Personal Finance II (CFP) 3.00
FINC 3390* Security Analysis (CFP) 3.00
ACCT 3370 Income Tax I (CFP)  
ACCT 3410  Intermediate Accounting II 3.00
Select one of the following two options:
FINC 4340 Investment Management Techniques 3.00
FINC 4360 Portfolio Management Techniques 3.00
Select five courses from the following options:
FINC 3370 Financial Markets and Institutions 3.00
MARK 3500 Financial Services Marketing 3.00
ACCT 3470 Income Tax II 3.00
BLAW 3730 Corporate and Financial Planning Law 3.00
FINC 4340 Investment Management Techniques 3.00
FINC 4360 Portfolio Management Techniques 3.00
FINC 4370 Financial Planning Capstone (CFP) 3.00
FINC 4380 Derivatives – Theory & Applications 3.00
FINC 4390  Financial Analysis Capstone  3.00
Total Credits 60.00

Notes

  1. Students who take ACCT 1110 and ACCT 1210 instead of ACCT 1235 will have to complete an extra course for the credential.
  2. FINC 1231 - Students may use Math 1125 or approved substitute to fulfill this requirement.
  3. ECON 2298 may substitute for FINC 2340 or FINC 2345 if already taken.

*A minimum grade of "C" for each course which is a pre-requisite to further courses is required (courses indicated by *).

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.