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Program Requirements

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 of academic studies and a Diploma in Finance, or a Bachelor’s Degree in any discipline and a Certificate in Finance with a minimum CGPA of 3.0 out of 4.0.

Prerequisite

• CCTX 511 Taxation 1 (3 credits)

  Offered by: Administration & Governance (School of Continuing Studies)

  Overview

  Tax (CCE) : Basic principles of tax law; residence, meaning and computation of taxable income; computation of personal tax; foreign tax credits; capital gains; partnerships; trusts; administration and enforcement; case decisions; Revenue Department bulletins, circulars and rulings; appeals.

  Terms: Fall 2023, Winter 2024

  Instructors: Armanious, Joseph (Fall) Armanious, Joseph (Winter)

  • Prerequisite: CACC 521 or CACC 520

Note: Students who wish to apply for advanced standing for prerequisite courses must complete an Advanced Standing form at the time of admission. Prerequisite courses are not included in the total credit requirements for the program.

Required Courses

• CCLW 611 Business Law Concepts (3 credits)

  Offered by: Management & Entrepreneurship (School of Continuing Studies)

  Overview

  Law (CCE) : Sources and administration of law; the Canadian Constitution and the division of powers; the Quebec Civil Code, comprising the law of persons, the law of property, obligations, contracts, sale, lease and hire, mandate, suretyship, hypothecs, and prescription.

  Terms: Fall 2023, Summer 2024

  Instructors: Sepinwall, Bernard (Fall) Sepinwall, Bernard (Summer)

  • Not open to students who have taken CCLW 511.

• CCTX 532 Taxation 2 (3 credits)

  Offered by: Administration & Governance (School of Continuing Studies)

  Overview

  Tax (CCE) : Theoretical analysis of federal corporate taxation. Current issues in taxation will also be discussed and analyzed.

  Terms: Fall 2023, Winter 2024

  Instructors: Oliverio, Joseph (Fall) Oliverio, Joseph (Winter)

  • Prerequisite: CCTX 511

  • CGA Requirement

• CFIN 501 Retirement, Estate and Tax Planning (3 credits)

  Offered by: Career & Professional Develop (School of Continuing Studies)

  Overview

  Finance (CCE) : The objective of this course is to discuss the various elements in the retirement planning process such as pension planning instruments, public and private pension plans, insurance, income tax, estate planning, and wills.

  Terms: This course is not scheduled for the 2023-2024 academic year.

  Instructors: There are no professors associated with this course for the 2023-2024 academic year.

• CGM2 520 Sales Management and Negotiation Strategies (3 credits)

  Offered by: Management & Entrepreneurship (School of Continuing Studies)

  Overview

  Management : Application of principles and theories of sales management for large, medium, and small-sized enterprises. Focus on crystallizing a venture’s customer value proposition to develop effective sales strategies to achieve business and marketing objectives. Strategies for personal selling, team selling, and online and offline selling as well as B-to-B and B-to-C models. Business negotiation strategies.

  Terms: Fall 2023

  Instructors: Sacksner, Jeffrey (Fall)

• CPD2 505 Risk Management and Insurance (3 credits)

  Offered by: Administration & Governance (School of Continuing Studies)

  Overview

  CPD2 : This course explores the fundamentals of risk management and covers the theory and practices of insurance, policy construction and interpretation for major classes of commercial and personal insurance and emphasizes the importance of decision-making criteria in selecting among various alternatives available.

  Terms: This course is not scheduled for the 2023-2024 academic year.

  Instructors: There are no professors associated with this course for the 2023-2024 academic year.