Finance and Wealth Management
The Finance & Wealth Management program is a 4-year collaborative program offered by King’s and Fanshawe. 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 primary educational components of: Personal Financial Planner® (PFP®), Qualified Associate Financial Planner™ (QAFP™), and Certified Financial Planner® (CFP®) certification can be completed, as well as preparation to write industry licensing exams such as Investment Funds In Canada, Canadian Securities Course® (CSC®), and Life License Qualification Program (LLQP) which will further enhance career opportunities. Students must have MCV 4U completed to apply for the program.
For Ontario high school students a minimum 79% final entrance average is required. Averages are calculated on the top six 4U or 4M credits including English 4U and MCV 4U.
- Economic 1021A: Principles of Microeconomics
- Math 1229A/B: Methods of Matrix Algebra
- Business 1220E: Introduction to Business
- Economic 1022B: Principles of Macroeconomics
- Math 1225A/B or, Math 1230B: Methods of Calculus, or, Calculus for the Social Sciences
- Arts elective
- 1000 level elective
- WRIT 1032/34: Reason and Writing
- BUSI1068: Effective Meetings and Presentations
- FINA 1062: Financial Planning
- FINA 1053: Mutual Funds in Canada
- MKTG 1012: Intro. to Marketing
- MATH 1057: Math of Finance
- COMM 3020: Business Communications
- INSR 3014: Life and Health Insurance Planning
- FINA 3032: Investment in Canada
- FINA 1013: Retirement Planning
- FINA 1025: Individual Taxation
- FINA 1040: Consumer Credit
- Economic 2220A: Intermediate Macroeconomics 1
- Economic 2222A: Econometrics 1
- Business 2257: Accounting and Business Analysis
- ActurSci 2053: Actuarial Sciences
- Economic 2221B: Intermediate Macroeconomics 2
- Economic 2223B: Econometrics 2
- Senior essay course (2000 level or above)
- Term 1: Fanshawe College (total of 3.0 credits)
- FINA3036: Comp. Financial Planning
- FINA3041: Portfolio Management
- FINA3030: Tax Planning
- FINA1012: Risk Management and Estate Planning
- MGMT3059: Strategic Client Engagement
- LAWS3063: Business Law
- Term 2: King's University College (total of 2.0 credits)
- MOS 3310B: Finance for MOS
- MOS3312B: Derivatives Securities for MOS
- Economic 3370B: International Finance
- Elective at or above 2000 level
Careers include Analyst (Finance, Investment, Business), Investment Advisor, Insurance and Banking.
Approximate Costs
Fee details and schedules are available at www.kings.uwo.ca/fee-schedules/