Program

Financial Planning (Post-Degree Diploma)

Campus
New Westminster
Learning Format
Full-time
Part-time
Admission Type
Open Enrolment - Additional Admission Requirements
Offered
Fall
Summer
Winter

Overview

The Post-Degree Diploma in Financial Planning builds your knowledge of financial planning, taxation and investing that you’ll need in order to become a Certified Financial Planner. You’ll take finance courses in financial services marketing, Canadian securities, wealth management and more. In your second semester, you’ll create a professional financial plan using four of the six financial components you’ve learned through your education. When possible, cases will be sourced from current clients.

Get valuable work experience through the Business Internship program  

In the Business Internship Program, you’ll apply the theory and knowledge you’ve learned in class into a real-world business setting. During your unpaid part-time internship, you’ll be assigned tasks and projects that junior management, marketing, business, administrative and/or sales employees complete in the modern workplace. 

To be accepted into the internship program, you must contact the Career Centre early in your studies at Douglas College. 

Graduate job-ready with the Career Boost program

Designed for post-degree students, the Career Boost program prepares you for part-time paid or volunteer positions that complement your studies. You’ll participate in career-building workshops, one-on-one coaching sessions, career fairs, networking with employers, peer-led leadership meetings and more. Once you graduate, you’ll get the continued support, skills and knowledge you need to find a full-time job in your field.

Excellent job prospects

In the next ten years, over 22,300 finance job openings are expected in Canada. Financial advisors are especially in demand as companies look to these experts to identify opportunities for business growth.

Get licensed as a Qualified Associate Financial Planner or Certified Financial Planner

Completion of certain finance courses (listed in program requirements) satisfies the FP Canada Core and Advanced Curriculum requirements allowing you to challenge the Qualified Associate Financial Planner (QAFP) and the Certified Financial Planner (CFP) certification exams. Note that full certification also requires completion of relevant work experience as well as the FP Canada Introduction to Professional Ethics program and the Professional Education program.

Program Requirements

Curriculum Framework

Graduation Requirements

  • Successful completion of minimum 30 credits.
  • 70% (21 credits) of all coursework must be completed at Douglas College. Up to a maximum of nine 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.
  • 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
CSIS 1190 Excel for Business 3.00
Personal Finance I (CFP) 3.00

Select one of the following two options: (see note (2) below)

FINC 2340* Corporate Finance 3.00

FINC 2345*

Introduction to Corporate Finance 3.00
Required Courses
FINC 3390* Security Analysis (CFP) 3.00
ACCT 3370 Income Tax I (CFP) 3.00
FINC 3300 Personal Finance II (CFP) 3.00
Select three courses from the following options:
BLAW 3730 Corp. and Financial Plan. Law 3.00
ACCT 3470 Income Tax II 3.00
MARK 3500 Financial Services Marketing 3.00
FINC 4370 Financial Planning Capstone (CFP) 3.00
FINC 4360 Portfolio Management Techniques 3.00
Total Credits 30.00

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. ECON 2298 may substitute for FINC 2340 or FINC 2345 if already taken.

*A minimum grade of "C" is required for this course because it is a pre-requisite to further courses.

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.

 

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.

Cost

You can get an average cost for your program - tuition and student fees, books, uniforms, lab fees etc - on the Program Cost page. 

Only programs approved for student loan funding are listed on the Program Cost page. For all other programs, refer to the Tuition Fee page.

Career Pathways

Career opportunities include:

  • Associate Advisor 
  • Bank Customer Service Associate 
  • Bank Teller/Banking Call Centre 
  • Bookkeeper 
  • Budget Analyst Intern 
  • Credit Counsellor
  • Compliance Officer 
  • Estate/Trust Administrator 
  • Financial Advisor 
  • Trainee Financial Planner
  • Loan Processor 
  • Mobile Mortgage Specialist 
  • Mutual Fund Sales Representative

Program Guidelines

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.