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|
|ACCT 3008**||Financial and Managerial Accounting for Managers (ACCT 1210 or ACCT 1235 or an approved substitute, are acceptable alternates)||3.00|
|FINC 2340**||Corporate Finance||3.00|
|FINC 2300**||Personal Finance I||3.00|
|FINC 3390**||Security Analysis||3.00|
|ACCT 3370||Income Tax I||3,00|
|BUSN 3730||Law for Finance and Accounting Professionals||3.00|
|FINC 3300||Personal Finance II||3.00|
|MARK 3500||Financial Services Marketing||3.00|
|Elective*||Upper level (3000/4000) CBA course||3.00|
|Select one course from the following two options:|
|FINC 4340 OR||Investment Management Techniques||3.00|
|FINC 4360||Portfolio Management Techniques||3.00|
* FINC 4370 may be taken as a student's upper level elective. This course qualifies students to write the Level 2 CFP exam.
Students taking the CFP Core Curriculum courses below qualify to challenge the Level 1 Certified Financial Planning exam.
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.