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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.
Excellent job prospects
According to the Job Bank of Canada, over 26,500 job openings are expected between 2024 and 2033 in Canada.
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.
Applicants must meet the admission requirements listed below:
Calculate your tuition and see the approximate cost of taking your program at Douglas College with the tuition and fee estimator. See costs broken down into categories including tuition fees, textbooks, student activity fees, U-Pass and more.
For more information, refer to the tuition fee charts.
Graduation Requirements
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 |
| 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
*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.
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.
Career opportunities include: