Career and Professional Developement

School of Continuing Studies

Graduate Certificate in Financial Planning

Objectives

The Graduate Certificate in Financial Planning seeks to develop the already acquired finance competencies to analyze, integrate and synthesize information in a variety of fields, including professional ethics and integrity, financial planning, insurance, marketing and taxation. Emphasis is placed on utilizing practical techniques which represent the wide range of businesses, public organizations, banks and insurance companies in which professional financial planners pursue their professional careers. Students must have completed a Bachelor of Commerce (Finance) with a minimum CGPA of 3.0 out of 4.0 or 3.2 out of 4.0 in the last two years of academic studies, or a Bachelor's Degree in any discipline with a minimum CGPA of 3.0 out of 4.0 or 3.2 out of 4.0 in the last two years academic studies and a Diploma in Applied Finance, or a Bachelor's Degree in any discipline and a Certificate in Applied Finance with a minimum CGPA of 3.0 out of 4.0.

Note:
There is one external prerequisite course to the program, CCTX 511 Taxation 1, which must be taken prior to taking certain required courses in this program. Students who wish to apply for advanced standing for prerequisite courses must complete an Advanced Standing form at the time of admission. Prerequisites courses are not included in the total credit requirements for the program.

NumberTitlePrerequisitesAvailable Times
 Winter
2014
Spring/Summer
2014
Fall
2014
5 REQUIRED COURSES: (15 Credits)
CCTX 532Taxation 2CCTX 511MONMON/WEDMON
CCLW 511Law 1 THUMON/WEDWED
CEN2 505Product Commercialization TUE  
CFIN 501Retirement, Estate and Tax Planning  THUTUE
CPD2 505Risk Management and Insurance THU