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Business - Finance

Description

PROGRAM DETAILS

Program Code  BFN4
Credential:  Ontario College Diploma
Duration  60 weeks
 
Full-Time Offerings:
 
  • 2025 January
  • 2025 September 
Part-Time
 
  • 2025 January
  • 2025 May
  • 2025 September
 
PROGRAM OVERVIEW

This business finance program is designed to give you the skills necessary to connect with your future clients and colleagues in the financial services industry in Canada. This diploma in finance will teach you to work with clients, evaluate their needs and offer advice on personal financial management, tax and retirement planning, insurance, investments, and estate planning, as well as customer relations and providing products to clients.
 
YOUR LEARNING EXPERIENCE
 
This business finance program is designed to develop the skills needed to work in the growing personal financial services sector, from customer service to wealth management and financial planning. Qualified graduates will have completed all of the educational requirements leading to the QAFP™, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and PFP®, Personal Financial Planner® designations. Students are also prepared to write the Canadian Securities Course® and Life Licensing Qualification Program examinations as prerequisites to securities and life insurance licensing. Students will also have completed the Mutual Funds Licensing course.
 
There are options to transfer to complete a degree program at many other post-secondary institutions or complement your diploma with a graduate certificate offered by the Lawrence Kinlin School of Business.
 
Available in a traditional in-class format with September, January, February and May admissions or with fully online finance courses, full-time or part-time. A co-op version of this program is also available.
QAFP™, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and the logo are certification marks of FP Canada™ used under license.  Copyright © 2021 FP Canada™. All rights reserved. PFP®, Personal Financial Planner® and the logo are trademarks owned by the Canadian Securities Institute, Copyright © 2021.
 
ADMISSION REQUIREMENTS
  • Ontario Secondary School Diploma (OSSD), or equivalent, or a mature applicant with the following courses:
    - Grade 12 English (C or U)
    - Grade 11 Math (C, U or M - minimum of 60%), or Grade 12 Math (C or U)
     
  • Students who do not meet the admission requirements are recommended for academic upgrading. A conditional offer may be possible with proof of enrolment. Alternatively, applicants missing the required courses may want to consider our one-year Business Fundamentals preparatory program. Upon graduation, students can enter level 2 of any business diploma program in the Lawrence Kinlin School of Business.
Courses:
 
LEVEL 1
Take all of the following Mandatory Courses:
  • ACCT-1100    Principles of Accounting 1    
  • WRIT-1032    Reason & Writing Business 1  
  • MKTG-1012    Principles of Marketing 1   
  • MATH-1052    Business Math    
  • BUSI-1060    Strategies for Success    
  • BUSI-1005    Introduction to Business Processes    
LEVEL 2
Take all of the following Mandatory Courses:
Group 1
  • FINA-1069      Retirement Planning 1   
  • MATH-1057    Mathematics of Finance Accounting    
  • FINA-1040    Consumer Credit    
  • FINA-1053    Mutual Funds in Canada   
  • FINA-1062    Financial Planning    
Group 2
Take ECON-1019 or ECON-1005
  • ECON-1019    Contemporary Issues in Economics   
  • ECON-1005    Economics 2    
LEVEL 3
Gen Ed - Take a 3 credit General Education elective course.

Take all of the following Mandatory Courses:
Group 1
  • FINA-3032    Investment in Canada    
  • INSR-3014    Life & Health Insurance Planning    
  • COMM-3020    Professional Communication    
  • FINA-30514    Retirement Planning  2
Group 2
Students will be enrolled in one of the following courses:
  • MGMT-3107 or INNV-1001
  • MGMT-3107   Effective Meetings & Presentations    
  • INNV-1001    Innovation Applications    
LEVEL 4
Take all of the following Mandatory Courses:
  • LAWS-3063    Ethics Compliance & Law    
  • FINA-5011      Trust & Estate Planning 
  • FINA-3041    Portfolio Management   
  • FINA-3036    Comprehensive Financial Plan    
  • MGMT-3059    Strategic Client Engagement    
  • FINA-3030    Tax Planning    
Gen Ed - Electives
  • Take 3 General Education Credits - Normally taken in Level 3
Note: Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.    

Overview

Fanshawe College logo
  • Institution: Fanshawe College
  • Program type: Diploma
  • Language: English
  • Program Code: BFN4
  • Delivery Method: Fully Online/Distance

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Disclaimer:
Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.