Major in Financial Services
The major study has the additional requirements that the following subjects be completed from the elective list: ISIT111, LAW101, MGMT110, MARK101, ACCY228, FIN251, FIN320, FIN328 AND FIN329.
For the Honours program, students must complete FIN423 in place of FIN323, and the Honours project INFO401 must be in the area of mathematical or statistical aspects of financial planning.
For the non-Honours program, STAT304 must be completed.
Course Program
Subjects |
Session |
Credit Points | |
Year 1 | |||
ACCY100 |
Accounting 1A |
Autumn |
6 |
ECON101 |
Macroeconomic Essentials for Business |
Spring |
6 |
MATH187 |
Mathematics 1: Algebra and Differential Calculus |
Autumn |
6 |
ACCY102 |
Accounting 1B |
Spring |
6 |
ECON111 |
Introductory Microeconomics |
Autumn |
6 |
MATH111 |
Applied Mathematical Modelling 1 |
Spring |
6 |
MATH188 |
Mathematics 2: Series and Integral Calculus |
Spring |
6 |
ISIT111 |
Programming Concepts |
Autumn |
6 |
Year 2 | |||
FIN 221 |
Introductory Business Finance |
Autumn |
6 |
FIN 251 |
Introduction to Financial Planning |
Autumn |
6 |
MATH201 |
Multivariate Vector Calculus |
Autumn |
6 |
STAT231 |
Probability & Random Variables |
Autumn |
6 |
FIN 223 |
Investments 1 |
Spring |
6 |
FIN 322 |
Advanced Business Finance |
Spring |
6 |
MATH202 |
Differential Equations 2 |
Spring |
6 |
STAT232 |
Estimation & Hypothesis Testing |
Spring |
6 |
Year 3 | |||
LAW 101 |
Law, Business and Society |
Autumn |
6 |
FIN 328 |
Retirement and Estate Planning |
Autumn |
6 |
MATH203 |
Linear Algebra |
Autumn |
6 |
MGMT110 |
Introduction to Management |
Autumn |
6 |
ACCY228 |
Tax Planning |
Spring |
6 |
FIN 320 |
Risk and Insurance |
Spring |
6 |
MARK101 |
Marketing Principles |
Spring |
6 |
STAT332 |
Multiple Regression & Time Series |
Spring |
6 |
Year 4 (Non Honours) | |||
FIN 323 |
Portfolio Management |
Autumn |
6 |
MATH317 |
Financial Calculus |
Autumn |
6 |
STAT304 |
Applied Probability & Financial Risk |
Autumn |
6 |
ECON331 |
Financial Economics |
Autumn |
6 |
FIN 329 |
Advanced Financial Planning |
Spring |
6 |
Plus | |||
18 credit points from List of Electives |
18 | ||
Year 4 (Honours) | |||
ACCY407 |
Empirical Research Methods |
Autumn |
6 |
MATH317 |
Financial Calculus |
Autumn |
6 |
INFO401 |
Honours Project |
Annual |
12 |
ECON331 |
Financial Economics |
Autumn |
6 |
FIN 329 |
Advanced Financial Planning |
Spring |
6 |
Plus | |||
12 credit points from the List of Electives |
12 | ||