Program delivery note

Program delivery note: Fanshawe will temporarily deliver this program as listed under "locations" to the right of your screen or in the "+ more details" menu on mobile.

Learn both theoretical knowledge and practical skills for a career in wealth management - 2021/2022

This innovative collaborative program will give you the theoretical knowledge and practical skills needed to take on the exciting wealth and finance industry with confidence.

The Finance and Wealth Management program is a 4-year collaborative program offered by King’s University College at Western University and Fanshawe College. Successful graduates of the program will receive a Bachelor of Arts - Finance (3 year) degree from Western University and a Business - Finance (2 year) diploma from Fanshawe College.

In addition, the educational component of the CFP® certification can be completed (an approved degree is a requirement for CFP® certification in 2022), as well as preparation to write the exams for Investment Funds In Canada; Canadian Securities Course and Life Licensing Qualification Program which will further enhance their career opportunities.

How to apply

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.

Admission to the program is competitive, and possession of the minimum requirements does not guarantee admission.

Finance and Wealth Management is available for full-time registration only.

Once accepted into the program, students will alternate between the two institutions: Year 1 - King’s, Year 2 - Fanshawe, Year 3 - King’s and Year 4 - Fanshawe, first semester/King’s, second semester.

QAFP™, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and the logo are certification marks of FP Canada™ used under license.  Copyright © 2020 FP Canada™. All rights reserved. PFP®, Personal Financial Planner® and the logo are trademarks owned by the Canadian Securities Institute, Copyright © 2020. 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 © 2020 FP Canada™. All rights reserved.

Admission Requirements - 2021/2022

  • Achieved a minimum overall high school average of 80% (calculated on the top 6U/M grade 12 courses, including pre-requisites);
  • Completed MCV4U or equivalent with a minimum final grade of 60%;
  • Admission to the program is competitive, and possession of the minimum requirements does not guarantee admission.


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.

Year 1, King's

Course code Course name Credits
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
Elective Category B (Arts) Credit 1.0
Elective Elective (1000 level) 1.0


Year 2, Fanshawe

Course code Course name Credits
WRIT1032/34 Reason and Writing 0.5
BUSI1068 Effective Meetings & Presentations 0.5
FINA1024 Financial Planning 0.5
FINA1053 Mutual Funds in Canada 0.5
MKTG1012 Introduction to Marketing 0.5
MATH1057 Math of Finance 0.5
COMM3020 Business Communications 0.5
INSR3014 Life & Health Insurance Planning 0.5
FINA3032 Investment in Canada 0.5
FINA1013 Retirement Planning 0.5
FINA1025 Individual Taxation 0.5
FINA1040 Consumer Credit 0.5


Year 3, King's

Course code Course name Credits
Economics 2220A Intermediate Macroeconomics I 0.5
Economics 2222A Econometrics 1 0.5
Business 2257 Accounting & Business Analysis 1.0
ACTURSCI 2053 Actuarial Sciences 1.0
Economics 2221B Intermediate Macroeconomics II 0.5
Economics 2223B Econometrics 2 0.5
2XXXE Senior Essay Course
(2000 level or above)


Year 4, King's and Fanshawe

Semester 1: Fanshawe Semester 2: King's
  • FINA3036: Comp. Financial Plan (0.5 credit)
  • FINA3041: Portfolio Management (0.5 credit)
  • FINA3030: Tax Planning (0.5 credit)
  • FINA1012: Risk Management & Estate Planning (0.5 credit)
  • MGMT3059: Strategic Client Engagement (0.5 credit)
  • LAWS3018: Business Law (0.5 credit)
  • MOS 3310B: Finance for MOS (0.5 credit)
  • MOS 3312B: Derivatives Securities for MOS (0.5 credit)
  • Economic 3370B: International Finance (0.5 credit)
  • Elective at or above 2XXXB level (0.5 credit)


Program Details

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Program Coordinator:

Brad Bishop, MBA, CFP, CIM

Day Time
Ontario College Diploma, Degree