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:
- FINC 2300
- FINC 3350 or 3390
- BUSN 3730
- ACCT 3370
- FINC 3300
- FINC 4340 or 4360
- Successful completion of 30 credits.
- A minimum grade of "C" for each course which is a pre-requisite to further courses is required (indicated by **)
- 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. Please contact the program coordinator for approval of substitutions.
- A minimum average grade of C+ or 2.33 GPA in the program is required to graduate.
||Financial and Managerial Accounting for Managers (ACCT 1210 or ACCT 1235 or an approved substitute, are acceptable alternates)
||Personal Finance I
||Income Tax I
||Law for Finance and Accounting Professionals
||Personal Finance II
||Financial Services Marketing
||Upper level (3000/4000) CBA course
|Select one course from the following two options:
|FINC 4340 OR
||Investment Management Techniques
||Portfolio Management Techniques
* 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.
career transfer pathways
Financial Services is a growth sector that actively recruits college graduates to meet the demand for financial planning and investment professionals.
The Financial Planning Diploma Program was developed in consultation with banking and investment industry employers. The skills provided have been deemed essential for anyone considering a career with them.
Graduates of the program work in financial planning at banks, credit unions, securities dealers, insurance companies and in-house for other large organizations.
Completing the post-degree diploma qualifies you to challenge the Level 1 Certified Financial Planning exam.
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.
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.
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.