Career and Professional Development

Program Details


Diploma in Professional Practice in Finance (Program as of Winter 2020)

Objectives

The Diploma in Professional Practice in Finance, a Chartered Financial Analyst (CFA) University Affiliated Program, prepares students to write level I, II, and III exams for the CFA Designation. This program is intended to allow students to develop professional competencies that will be recognized nationally and internationally. The program is designed to provide training in the competencies, techniques, and specific expertise required to become a successful professional in various finance-related fields, such as corporate finance, investment banking and portfolio management, risk management, treasury finance, financial planning, and sustainable financial management.

The schedule is tentative and subject to change.

Courses

Number Title Prerequisites Available Times
Fall 2023 Winter 2024 Spring/Summer 2024 Fall 2024
Prerequisite Courses
CACC 521 Concepts of Financial Accounting
CMS2 500 Mathematics for Management CMSC 000 (or the Exemption by Examination) WED
WED
TBA
MON
Corequisite Courses
CEC2 532 Business Economics
CMS2 521 Applied Management Statistics CMS2 500 (or the Exemption by Examination)
REQUIRED COURSES (27 credits):
CCFA 500 Professional Ethical Practices
CCFA 505 Financial Modeling CACC 521 or Departmental Approval.
CCFA 510 Current Operations in Global Financial Markets CEC2 532
CCFA 515 Essentials of Financial Reporting and Analysis CACC 521. Co-requisite CCFA 505.
CCFA 520 Contemporary Finance 1 CMS2 500 or exemption by examination.
CCFA 527 Introduction to Portfolio and Risk Management CCFA 505. Co-requisite: CMS2 521
CCFA 529 Introduction to Fixed-Income and Equity Investments CCFA 505, CCFA 515. Co-requisite CCFA 510.
CCFA 530 Introduction to Applications and Uses of Derivatives CCFA 510, CCFA 527, CCFA 529. TUE
CCFA 535 Theory of Capital Structure and Corporate Finance 2 CCFA 520
CCFA 540 Portfolio Strategies and Management CCFA 527 WED
1 COMPLEMENTARY COURSE (3 credits)
CCFA 536 Behavioural Finance and Wealth Planning CCFA 527
CCFA 545 Advanced Fixed-Income and Equity Investments CCFA 529
CCFA 547 Advanced Portfolio Management CCFA 527
CCFA 548 Alternative Investments CCFA 505
CCFA 595 Special Topics in Finance CCFA 520