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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鈥檚 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鈥檚 Degree in any discipline and a Certificate in Finance with a minimum CGPA of 3.0 out of 4.0.
Prerequisite
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CCTX 511 Taxation 1 (3 credits)
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 2013, Winter 2014, Summer 2014
Instructors: Goldsman, Larry (Fall) Goldsman, Larry (Winter) Goldsman, Larry (Summer)
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
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CCLW 511 Law 1 (3 credits)
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 2013, Winter 2014, Summer 2014
Instructors: Sepinwall, Bernard (Fall) Cox, Robert (Winter) Sepinwall, Bernard (Summer)
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CCTX 532 Taxation 2 (3 credits)
Overview
Tax (CCE) : The theory, techniques and considerations in federal corporate taxation will be analyzed. Federal sales tax; provincial sales tax and current issues in taxation will also be discussed.
Terms: Fall 2013, Winter 2014, Summer 2014
Instructors: Oliverio, Joseph (Fall) Oliverio, Joseph (Winter) Oliverio, Joseph (Summer)
Prerequisite: CCTX 511
CGA Requirement
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CEN2 505 Product Commercialization (3 credits)
Overview
Entrepreneurship : Sales preparation, techniques, approaches and management will be presented as well as product or service validation through prospecting, initial meetings with clients, closing and follow up. Customer satisfaction will be emphasized.
Terms: Winter 2014
Instructors: Garneau, Charles (Winter)
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CFIN 501 Retirement, Estate and Tax Planning (3 credits)
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: Fall 2013, Summer 2014
Instructors: Addas, Amr (Fall) Abda, Messaoud (Summer)
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CPD2 505 Risk Management and Insurance (3 credits)
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: Winter 2014
Instructors: Eisenstat, Benjamin (Winter)
School of Continuing Studies—2013-2014 (last updated Jul. 3, 2013) (disclaimer)