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.
The schedule is tentative and subject to change.
|Winter 2023||Spring/Summer 2023||Fall 2023||Winter 2024|
|PREREQUISITE TO THE PROGRAM|
|CCTX 511||Taxation 1||CACC 521 or CACC 520||
|REQUIRED COURSES (15 credits):|
|CCLW 511||Law 1||
|CCTX 532||Taxation 2||CCTX 511||
|CGM2 520||Sales Management and Negotiation Strategies||
|CFIN 501||Retirement, Estate and Tax Planning|
|CPD2 505||Risk Management and Insurance|