Diploma in Financial Services

Douglas College

In the Diploma of Financial Services Management program, you’ll take financial services courses as well as courses in personal selling, business law and management essentials. The program provides the financial knowledge to be successful in various industry licensing exams such as insurance, mutual funds and investments. You’ll also graduate ready to challenge the FP Canada Qualified Associate Financial Planner (QAFP) exam.

Get licensed as a Qualified Associate Financial Planner

The courses below are required to satisfy the FP Canada Core Curriculum allowing you to challenge the QAFP exam.

FINC 2300 QAFP Core Curriculum
FINC 3390 QAFP Core Curriculum
ACCT 3370 QAFP Core Curriculum
FINC 3300 QAFP Core Curriculum

Career Pathways:

The Financial Services industry is one of the largest employers in Canada. Banks and investment companies offer increasing options to consumers, and this explosion of financial products requires trained specialists to sell and manage them. Further increasing the demand for wealth managers is the advent of the "baby boomer" generation seeking retirement planning and investment management to secure a sound financial position in retirement. WorkFutures, the B.C. government’s comprehensive study on occupational outlooks, ranked the growth rate for financial management careers to be "much faster" than average. Incomes were also rated "much higher than average," with about 35 percent of financial planners being self-employed.

Future Studies

All courses taken as part of the Financial Services Management Diploma may be applied for credit towards the BBA – Financial Services and Administration. As well, many courses can be transferred towards credits in university degree programs and other business credentials. Check the B.C. Transfer Guide or consult with faculty for updated information on specific courses.