Financial Planning (Post-Degree Diploma)
Curriculum Guideline
Effective Date:
Program code
PDFIPL
Discontinued
No
Program
Faculty
Commerce & Business Administration
Department
Finance
Credential type
Post-Degree Diploma
Transcript title
Financial Planning PD Diploma
Date of first offering
Start term
202120
End term
Not Specified
Credential
Post-Degree Diploma in Financial Planning
Length of program
One year
Credits
30.00
Admissions requirements
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.
Curriculum framework
Graduation Requirements
- Successful completion of minimum 30 credits.
- 70% (21 credits) of all coursework must be completed at Douglas College.
- Effective September 2024: Up to 50% (15 credits) of coursework used towards a previously received credential can be used to meet graduation requirements (see the Credentials Awarded Policy). Any credit course from the same level or higher may be used to replace a course that has already been taken. Contact the Financial Services Coordinator if advice on substitutions is required.
- A minimum average grade of C+ or 2.33 GPA in the program is required to graduate.
- Time limit to complete program graduation requirements: four (4) years
Course Requirements:
| Course Number | Course Title | Credits |
| Required Courses | ||
ACCT 1235* |
Principles of Introductory Financial Accounting I and II (see note (1) below) | 3.00 |
| CSIS 1190 | Excel for Business | 3.00 |
| Personal Finance I (CFP) | 3.00 | |
|
Select one of the following two options: (see note (2) below) |
||
| FINC 2340* | Corporate Finance | 3.00 |
| Introduction to Corporate Finance | 3.00 | |
| Required Courses | ||
| FINC 3390* | Security Analysis (CFP) | 3.00 |
| ACCT 3370* | Income Tax I (CFP) | 3.00 |
| FINC 3300 | Personal Finance II (CFP) | 3.00 |
| Select three courses from the following options: | ||
| BLAW 3730 | Corp. and Financial Plan. Law | 3.00 |
| ACCT 3470 | Income Tax II | 3.00 |
| MARK 3500 | Financial Services Marketing | 3.00 |
| FINC 4370 | Financial Planning Capstone (CFP) | 3.00 |
| FINC 4360 | Portfolio Management Techniques | 3.00 |
| Total Credits | 30.00 | |
Notes
- Students who take ACCT 1110 and ACCT 1210 instead of ACCT 1235 will have to complete an extra course for the credential.
- ECON 2298 may substitute for FINC 2340 or FINC 2345 if already taken.
*A minimum grade of "C" is required for this course because it is a pre-requisite to further courses.
The courses listed below satisfy the FP Canada™ Core and Advanced Curriculum requirements leading to QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP™) and CERTIFIED FINANCIAL PLANNER® (CFP®) certification.