Finance and Wealth Management
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Program Overview
This innovative collaborative financial management program will give you the theoretical knowledge and practical skills needed to take on the exciting wealth and finance industry with confidence. This program is a four-year collaborative degree offered by King’s University College at Western University and Fanshawe College. Successful graduates of the program will receive a Bachelor of Arts - Finance (three-year) degree from Western University and a Business - Finance (two-year) diploma from Fanshawe College.
Program Details
Program Code
FWM
Credential:
Ontario College Diploma
Degree
Your Learning Experience
First-year students apply to the Finance and Wealth Management program via OUAC, within the Social Science program at King’s (OUAC code EKO) and must meet the admission requirements:
- Achieve a minimum overall high school average of 80% (calculated on the top 6U/M grade 12 courses, including pre-requisites);
- Complete MCV4U or equivalent with a minimum final grade of 60%;
Admission to this financial management program is competitive, and possession of the minimum requirements does not guarantee admission.
Once accepted into the program, students will alternate between the two institutions:
- Year 1 - King’s
- Year 2 - Fanshawe
- Year 3 - King’s
- Year 4 - Fanshawe, first semester/King’s, second semester
Qualified graduates will have completed all of the educational requirements leading to the QAFP™, Qualified Associate Financial Planner™, CFP®, Certified Financial Planner® and PFP®, Personal Financial Planner® designations. In addition, students are prepared to write the exams for Investment Funds In Canada; Canadian Securities Course® and Life Licensing Qualification Program which will further enhance their career opportunities.
Available in a traditional, full-time in-class format with a September admission.
(1) PFP®, Personal Financial Planner® and the logo are trademarks owned by the Canadian Securities Institute, Copyright © 2021.
(2) QAFP™, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and the logo are certification marks of FP Canada™ used under license.
(3) CFP®, CERTIFIED FINANCIAL PLANNER® and the logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB Ltd.) and used under license by FP Canada™. Copyright © 2021 FP Canada™. All rights reserved.
Program Course Requirements at King's and Fanshawe
Students complete their course work at alternating campuses until the fourth year when they complete one semester at King’s and one semester at Fanshawe.
Students in the Finance and Wealth Management program may apply to participate in co-op opportunities available through Fanshawe College. This participation would extend the length of program outlined in the agreement should they opt for the additional two work terms required to complete a co-op program. Participation in the co-op program is not guaranteed.
This program indicates completion of the educational component of FPSC’s CFP® certification program. To be authorized to use the CFP® and CERTIFIED FINANCIAL PLANNER® marks, individuals must complete additional examination, experience and ethics requirements.
Career Information
Graduates of Fanshawe’s Finance and Wealth Management program are prepared for a rewarding and varied career helping people from all walks of life manage and grow their wealth.
Did you know Fanshawe consistently ranks high in graduate employment rates among large colleges in Ontario?
Here are some examples of career opportunities for graduates of Fanshawe’s Finance and Wealth Management program:
Financial Services Representative
Build productive relationships with clients, apply skills in the areas of personal credit, mutual funds and day-to-day banking.
Financial Advisor
Use social intelligence and problem-solving skills to provide clients with practical solutions and advice.
Financial Planning Associate
Start your career in the financial services sector by providing administrative support to financial planners and their clients.
Financial Planner
Develop comprehensive financial plans to help clients achieve their long-term financial goals.
Related Programs
Academic School
Program Coordinator:
Brad Bishop, MBA, CFP, CIM
Pathways
International Admission Equivalencies
Admission equivalencies for Fanshawe depends on your country of study. Please enter your location to see the requirements for your country below.
Courses
| Year 1, King's | ||||
| Economics 1021A | Principles of Microeconomics | 0.5 | ||
| Math 1229A | Methods of Matrix Algebra | 0.5 | ||
| Business 1220E | Introduction to Business | 1.0 | ||
| Economics 1022B | Principles of Macroeconomics | 0.5 | ||
| Math 1225A/B or Math 1230B |
Methods of Calculus or Calculus for the Social Sciences |
0.5 | ||
| Elective | Category B (Arts) Credit | 1.0 | ||
| Elective | Elective (1000 level) | 1.0 | ||