INTRODUCING A NEW COLLABORATIVE PROGRAM BETWEEN KING’S UNIVERSITY COLLEGE & FANSHAWE COLLEGE
FINANCE & WEALTH MANAGEMENT THE PROGRAM 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®)1, Qualified Associate Financial Planner™ (QAFP™)2, and Certified Financial Planner® (CFP®)3 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.
(1) PFP®, Personal Financial Planner® and the logo are trademarks owned by the Canadian Securities Institute, Copyright © 2020. (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 © 2020 FP Canada™. All rights reserved.
PROGRAM COURSE REQUIREMENTS AT KING’S & 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 & 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 the co-op program. Participation in the co-op program is not guaranteed.
HOW TO APPLY First-year students apply to the Finance & Wealth Management program via OUAC, within the Social Science program at King’s (OUAC code EKO) and must meet the following admission requirements: • Achieved a minimum overall high school average of 80% (calculated on the top 6U/M grade 12 courses, including prerequisites) • 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 Finance & 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, 1st semester/King’s, 2nd semester. For progression requirements please check the Finance and Wealth Management website at King’s. For more information, email info@kings.uwo.ca
PROGRAM YEAR
INSTITUTION
COURSE CODE
COURSE NAME
CREDITS
1
King’s
Economics 1021A
Principles of Microeconomics
0.5
1
King’s
Math 1229A
Methods of Matrix Algebra
0.5
1
King’s
Business 1220E
Introduction to Business
1.0
1
King’s
Economics 1022B
Principles of Macroeconomics
0.5
1
King’s
Math 1225A/B or Math 1230B
Methods of Calculus or Calculus for the Social Sciences
0.5
1
King’s
ELECTIVE
Category B (Arts) Credit
1.0
1
King’s
ELECTIVE
Elective (1000 level)
1.0
PROGRAM YEAR
INSTITUTION
COURSE CODE
COURSE NAME
CREDITS
2
Fanshawe
WRIT1032/34
Reason and Writing
0.5
2
Fanshawe
BUSI1068
Effective Meetings & Presentations
0.5
2
Fanshawe
FINA1062
Financial Planning
0.5
2
Fanshawe
FINA1053
Mutual Funds in Canada
0.5
2
Fanshawe
MKTG1012
Introduction to Marketing
0.5
2
Fanshawe
MATH1057
Math of Finance
0.5
2
Fanshawe
COMM3020
Business Communications
0.5
2
Fanshawe
INSR3014
Life & Health Insurance Planning
0.5
2
Fanshawe
FINA3032
Investment in Canada
0.5
2
Fanshawe
FINA1013
Retirement Planning
0.5
2
Fanshawe
FINA1025
Individual Taxation
0.5
2
Fanshawe
FINA 1040
Consumer Credit
0.5
PROGRAM YEAR
INSTITUTION
COURSE CODE
COURSE NAME
CREDITS
3
King’s
Economics 2220A
Intermediate Macroeconomics I
0.5
3
King’s
Economics 2222A
Econometrics 1
0.5
3
King’s
Business 2257
Accounting & Business Analysis
1.0
3
King’s
ACTURSCI 2053
Actuarial Sciences
1.0
3
King’s
Economics 2221B
Intermediate Macroeconomics II
0.5
3
King’s
Economics 2223B
Econometrics 2
0.5
3
King’s
2XXXE
Senior Essay Course (2000 level or above)
1.0
PROGRAM YEAR
4
SEMESTER 1: Fanshawe • • • • • •
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) LAWS3063: Business Law (0.5 credit)
SEMESTER 2: King’s • • • •
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)