Financial Planning (Post-Degree Diploma)

Curriculum Guideline

Effective Date:
Program Code
Commerce & Business Administration
Credential Type
Post-Degree Diploma
Transcript Title
Financial Planning PD Diploma
Date of First Offering
Start Term
End Term
Post-Degree Diploma in Financial Planning
Length of Program
One year
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 30 credits
  • 70% (21 credits) of all coursework must be completed at Douglas College
  • A minimum grade of “C” for each individual course is required
  • Courses 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

Course Requirements:

Course Number Course Title Credits
Required Courses:
ACCT 3370 Income Tax I 3.00
BUSN 3730 Law for Finance and Accounting Professionals 3.00
FINC 1231 Commercial & Financial Mathematics 3.00
FINC 2340 Fundamentals of Financial Management 3.00
FINC 2300 Fundamentals of Personal Finance 3.00
FINC 3300 Professional Financial Management 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 3350

Canadian Securities Course
(Includes CSC licensing exams & costs approximately $1,000)

FINC 3390   Securities Analysis 3.00
Select one course from the following two options:
FINC 4340 Investment Management Techniques 3.00
FINC 4360 Portfolio Management Techniques 3.00
Total Credits   30.00

* FINC 4370 may be taken as a student's upper level elective.  This course qualifies students to write the Level 2 CFP exam.