Financial Planning (Post-Degree Diploma)

Curriculum Guideline

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Program code
PDFIPL
Discontinued
No
Program
PDFIPL
Faculty
Commerce & Business Administration
Department
Finance
Credential type
Post-Degree Diploma
Transcript title
Financial Planning PD Diploma
Date of first offering
Start term
202120
End term
Not Specified
Credential
Post-Degree Diploma in Financial Planning
Length of program
One year
Credits
30.00
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 30 credits.
  • 70% (21 credits) of all coursework must be completed at Douglas College.
  • Effective September 2024: Up to 50% (15 credits) of coursework used towards a previously received credential can be used to meet graduation requirements (see the Credentials Awarded Policy). 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.
  • Time limit to complete program graduation requirements: four (4) years

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.