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Courses

Finance and Wealth Management

Year 1, King's
Economics 1021APrinciples of Microeconomics0.5
Math 1229AMethods of Matrix Algebra0.5
Business 1220EIntroduction to Business1.0
Economics 1022BPrinciples of Macroeconomics0.5
Math 1225A/B or
Math 1230B		Methods of Calculus or
Calculus for the Social Sciences		0.5
ElectiveCategory B (Arts) Credit1.0
ElectiveElective (1000 level)1.0
Year 2, Fanshawe
FINA-1062 OR 
FINA-6026		Financial Planning
Professional Finance Planning (Online)		0.5
0.5
FINA 1069 OR
FINA-6008		Retirement Planning 1
Professional Retirement Planning (Online)		0.5
0.5
FINA-3032Investment in Canada0.5
INSR-3014Life & Health Insurance Planning0.5
MATH 1057 OR
MATH-1175		Math of Finance  
Financial Math		0.5
0.5
MGMT-3107Meeting & Presentations - Finance0.5
MKTG-1012Introduction to Marketing0.5
COMM-3020Business Communications0.5
FINA-1053Mutual Funds in Canada0.5
FINA-1040Consumer Credit0.5
ELECTIVEGeneral Education Elective0.5
Year 3, King's
Economics 2220AIntermediate Macroeconomics I0.5
Economics 2222AEconometrics 10.5
MOS 2227A/BIntroduction to Financial Accounting0.5
ACTURSCI 2052AActuarial Sciences0.5
Economics 2221BIntermediate Macroeconomics II0.5
Economics 2300AInvestment and Financial Markets0.5
Economics 3372BIntermediate Financial Economics0.5
Economics 2223BEconometrics 20.5
2XXXESenior Essay Course
(2000 level or above)		1.0
Year 4
Semester 1: King's
MOS 3310AFinance for MOS0.5
MOS 3312ADerivatives Securities for MOS0.5
Choose twoEconomics 3370A
Economics 3385A 
Economics 3386A 
 		1.0
Elective at or above 2XXXA levelElective0.5
Semester 2: Fanshawe
FINA-3036Comp. Financial Plan0.5
FINA-3041Portfolio Management0.5
FINA-5012Tax Planning0.5
FINA-5011Trust & Estate Planning0.5
MGMT-3059Strategic Client Engagement0.5
LAWS-3036Ethics Compliance & Law0.5