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 80% final entrance average is required. Averages are calculated on the top six 4U or 4M credits including English 4U and MCV 4U.
*Applicants must possess MCV 4U with a grade of 60% or above to be considered for admission.
**This program is only available to students applying to Year 1 of studies.
***Students in this program are not eligible to apply to Ivey Business School. For more information, see Finance & Wealth Management Course Listings and Information
**** Only Canadian citizens and permanent residents can apply to this program.
Progression Requirements after first year study at King's:
- Completion of first-year requirements, including: 3.0 principal courses with minimum average of 70%, and minimum grade of 60% in each
- MOS 1021A/B Intro to Consumer Behavior and Human Resources and MOS 1023A/B Intro to Accounting and Finance, or Business 1220E Intro to Business
- Economics 1021A/B Micro AND 1022A/B Macro
- 0.5 from: Math 1230A/B or Calculus 1000A/B
- 0.5 from: Math 1229A/B, or Calculus 1301A/B, Calculus 1501A/B, Math 1600A/B
- Must maintain modular and cumulative average of 60% to graduate with the 3 Year BA.
Special Notes:
*Students will be permitted to progress into the second year of the Finance & Wealth Management program based on their academic performance in first year. King’s will review the academic records of all students in progress and recommend those eligible for progression to second year of the program at Fanshawe. Students will be required to maintain a minimum overall average of 60% in each academic year to continue their progression within the program.
*Students who subsequently fail to meet progression or degree requirements for the Finance & Wealth Management collaborative program, but who do meet requirements for another program at any of Western’s campuses or at Fanshawe, may be permitted to transfer to another program at the discretion of the Dean of the relevant Faculty. Students who transfer to another program at Western, will not be able to utilize credit received as part of the Fanshawe diploma.
- Economics 1021A: Principles of Microeconomics
- Math 1229A/B: Methods of Matrix Algebra, or Calculus 1301A/B Calculus II, or Calculus 1501A/B Calculus II for Mathematical and Physical Sciences, or Math 1600A/B Linear Algebra I
- MOS 1021A/B Intro to Consumer Behavior and Human Resources and MOS 1023A/B Intro to Accounting and Finance, or Business 1220E: Introduction to Business
- Economics 1022B: Principles of Macroeconomics
- Math 1230A/B: Methods of Calculus, or, Calculus 1000A/B Calculus I
- Arts elective
- 1000 level elective
- WRIT 1032/34: Reason and Writing
- MGMT 3107: Meetings and Presentations - Finance
- 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 1069 Retirement Planning 1
- FINA 1069 Retirement Planning 2
- FINA 1040: Consumer Credit
- ActurSci 2052A/B: Actuarial Science
- Economics 2220A: Intermediate Macroeconomics 1
- Economics 2222A: Econometrics 1
- MOS 2227A/B: Intro to Financial Accounting
- MOS 3310A/B: Finance for MOS
- Economics 2221B: Intermediate Macroeconomics 2
- Economics 2223B: Econometrics 2
- Economics 3372A/B Intermediate Financial Economics
- Senior essay course (2000 level or above)
- Term 1: Fanshawe College (total of 3.0 credits)
- FINA3036: Comp. Financial Planning
- FINA3041: Portfolio Management
- FINA5011: Trust and Estate Planning
- FINA 5012: Tax Planning
- MGMT3059: Strategic Client Engagement
- LAWS3063: Ethics Compliance and Law
- Term 2: King's University College (total of 2.0 credits)
- MOS 3312B: Derivatives Securities for MOS
- Economics 3370B International Finance/ Economics 3385A/B Empirical Methods in Financial Economics/ Economics 3386A/B: Time Series Analysis and Forecasting (1.0 credit)
- 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/