Financial Services Management (Concentration)
Curriculum Guideline
There are no separate admission requirements for a concentration, but students must be enrolled in a BBA degree program in order to complete a concentration.
Concentration in Financial Services Management:
- This concentration is available for all BBA degree students, except those graduating from the BBA Financial Services program.
- Successful completion of at least 21 credits
- 12 credits upper level coursework required
- Students in this concentration who take the required courses listed in Note 2 will be able to challenge the Level 1 Certified Financial Planning exam.
- The recommended courses listed in Note 3 will help students prepare to pursue the Level 1 Chartered Financial Analyst credential (i.e., no courses are required for this credential, but the list in Note 3 are recommended in preparation for the exam).
- Concentrations are not noted on credentials but will be noted on the transcript.
Course Requirements (see note 1):
| Course Number | Course Title | Credits |
|
Required Courses: |
||
|
Personal Finance I |
3.00 |
|
|
FINC 2340 OR |
Corporate Finance Introduction to Corporate Finance |
3.00 |
|
Security Analysis |
3.00 |
|
|
CBA Elective (see notes 2 and 3) |
One 1000-4000 level course from ACCT, BUSN, CSIS, CMPT (check with BUSN department), COBA, ECON, FINC, HOSP or MARK |
3.00 |
|
Select three courses from the following options (see notes 2 and 3): |
||
|
Income Tax I |
3.00 |
|
|
Intermediate Accounting II |
3.00 |
|
|
Business Statistics II |
3.00 |
|
|
Corporate and Financial Planning Law |
3.00 |
|
|
Personal Finance II |
3.00 |
|
|
International Financial Management |
3.00 |
|
|
Investment Management Techniques |
3.00 |
|
|
Portfolio Management Techniques |
3.00 |
|
|
Financial Planning Capstone |
3.00 |
|
|
Derivatives – Theory & Applications |
3.00 |
|
|
Financial Analysis Capstone |
3.00 |
|
|
Upper Level FINC course |
Any other upper level (3000-4000) FINC course |
3.00 |
|
Upper Level FINC course |
Any other upper level (3000-4000) FINC course |
3.00 |
|
Total Credits |
|
21.00 |
Notes:
1. Students in a Bachelor of Business Administration (BBA) program will likely have met all pre-requisite requirements upon entering this concentration. On the other hand, non-BBA students will need to take special note of: (a) required pre-requisites to ensure they are able to enroll in the required courses and (b) suggested courses, skills and/or competencies. This information can be found on the Douglas College Course Catalogue website.
2. The courses listed below are part of the FP Canada Approved Core Curriculum qualifying students to write the Certified Financial Planning exams (CFP):
3. These courses are recommended for students wishing to pursue the Level 1 Chartered Financial Analyst credential.