To work in an accounting-related profession in B.C., you may choose to earn the Chartered Professional Accountant (CPA) designation. Eligibility for this designation is achieved through the completion of a bachelor’s degree in any subject from a Canadian or international university and required prerequisite courses. 

Employment as a senior manager in health, education, social, community services and membership organizations may additionally require several years of related work experience. 

Senior managers - health, education, social and community services and membership organizations

To work in an accounting-related profession in B.C., you may choose to earn the Chartered Professional Accountant (CPA) designation. Eligibility for this designation is achieved through the completion of a bachelor’s degree in any subject from a Canadian or international university and required prerequisite courses. 

Employment as a senior manager in trade, broadcasting, and other services may additionally require several years of related work experience. 


Senior managers - trade, broadcasting and other services

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam, have a post-secondary degree and demonstrate three years of qualifying work experience. 

Employment as a securities manager may additionally require several years of related work experience.

To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and acceptable work experience requirements. 

Employment as a securities manager may additionally require several years of related work experience.

To work as an investment manager in B.C., you may choose to earn the Chartered Investment Manager (CIM ®) designation. Eligibility for this designation is achieved through the completion of requisite courses and at least 2 years of relevant work experience.

Employment as a securities manager may additionally require several years of related work experience.

Securities managers

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete an education program, pass a national exam, have a post-secondary degree and demonstrate three years of qualifying work experience. 

To work as a treasury professional in B.C., you may choose to earn the Certified Treasury Professional (CTP) designation. Eligibility can achieved through a variety of combinations of work, education, and teaching experience, and by successful completion of an exam.

To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and meeting acceptable work experience requirements. 

To work as an investment manager in B.C., you may choose to earn the Chartered Investment Manager (CIM ®) designation. Eligibility for this designation is achieved through the completion of requisite courses and at least 2 years of relevant work experience.

To work as an accountant in B.C., you may choose to earn the Chartered Professional Accountant (CPA) designation. Eligibility for this designation is achieved through the completion of a bachelor’s degree in any subject from a Canadian or international university and required prerequisite courses. 

Financial and investment analysts

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam, have a post-secondary degree and demonstrate three years of qualifying work experience. 

To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and acceptable work experience requirements. 

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as an insurance agent, salesperson, or adjuster in B.C., you must be licensed by the Insurance Council of B.C. Eligibility is achieved by meeting education and licensing requirements.

To work as a financial planner in B.C., you may choose to become a member of the Canadian Institute of Financial Planning. Eligibility is achieved by following the steps on the Canadian Institute of Financial Planning website.

To work in the investment industry in B.C., you may choose to become a member of the Investment Funds Institute of Canada. Eligibility is achieved through employment at an eligible firm.

Confirm with the certifying body that your intended program qualifies you for this certification.

To sell regulated financial products in Canada, you must be licensed through the Canadian Securities Institute. Once educational, ethical and work experience licensing requirements have been met, the application for registration is handled by either your employer or, if you are working independently, by a sponsoring financial services firm.

Financial advisors

To work as a securities agent, investment dealer, or broker in B.C., you must complete the Canadian Securities Course (CSC®).

Securities agents, investment dealers and brokers

To work as a mortgage broker in B.C., you must be licensed through the B.C. Financial Services Authority. Eligibility is achieved through completing appropriate education, or you may challenge the exam if you have adequate experience. 

Mortgage brokers

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam, have a post-secondary degree, and demonstrate three years of qualifying work experience. 

To work as a financial planner in B.C., you may choose to earn the Personal Financial Planner (PFP®) designation. Eligibility is achieved by taking the right combination of courses.

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Qualified Associate Financial Planner™ (QAFP®) designation. Eligibility is achieved through completion of approved education, and ethics course, work experience, and successful writing of the QAFP exam. This certification can also be a stepping stone to Certified Financial Planner certification.

To sell regulated financial products in Canada, you must be licensed through the Canadian Securities Institute. Once educational, ethical and work experience licensing requirements have been met, the application for registration is handled by either your employer or, if you are working independently, by a sponsoring financial services firm.

Financial officers

To work as a financial sales representative in B.C., you may need to become a member with the Canadian Investment Regulatory Organization.

To work as a financial sales representative in B.C., you may need to be registered with the British Columbia Securities Commission. 

To work as a financial sales representative in B.C., you may choose to complete training courses offered by the Canadian Securities Institute. 

Financial sales representatives

This instructional program class comprises any program that focuses on the application of mathematics and statistics to the finance industry, including the development, critique, and use of various financial models. These programs include courses in probability theory, statistical analysis, numerical methods, computation and simulation methods, stochastic processes, economics, and financial markets and applications.

Financial mathematics

This instructional program class comprises any program that generally prepares individuals to plan, manage, and analyse the financial and monetary aspects and performance of business enterprises, banking institutions, or other organizations. These programs include courses in principles of accounting; financial instruments; capital planning; funds acquisition; asset and debt management; budgeting; financial analysis; and investments and portfolio management.

Finance, general

Finance Graduate Certificates

To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and acceptable work experience requirements. 

Employment as a senior manager in financial, communications, and other business services may additionally require several years of related work experience. 

To work as an accountant in B.C., you may choose to earn the Chartered Professional Accountant (CPA) designation. Eligibility for this designation is achieved through the completion of a bachelor’s degree in any subject from a Canadian or international university and required prerequisite courses. 

Employment as a senior manager in financial, communications, and other business services may additionally require several years of related work experience. 

Senior managers - financial, communications and other business services

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam, have a post-secondary degree and demonstrate three years of qualifying work experience. 

Employment as a financial manager additionally requires several years of related work experience.

To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and acceptable work experience requirements. 

Employment as a financial manager additionally requires several years of related work experience.

To work as an investment manager in B.C., you may choose to earn the Chartered Investment Manager (CIM ®) designation. Eligibility for this designation is achieved through the completion of requisite courses and at least 2 years of relevant work experience.

Employment as a senior manager in financial, communications, and other business services may additionally require several years of related work experience. 

To work as an accountant in B.C., you may choose to earn the Chartered Professional Accountant (CPA) designation. Eligibility for this designation is achieved through the completion of a bachelor’s degree in any subject from a Canadian or international university and required prerequisite courses.

Employment as a financial manager additionally requires several years of related work experience.

Financial managers

Supervisors, finance and insurance office workers

Finance Master's Degrees

Finance Bachelor's Degrees

Senior managers in health, education, social and community services and membership organizations plan, organize, direct, control and evaluate, through middle managers, membership and other organizations or institutions that deliver health, education, social or community services. They formulate policies which establish the direction to be taken by these organizations, either alone or in conjunction with a board of directors. They are employed in health care organizations, educational services, social and community services and membership organizations or they may own and operate their own business.

Senior managers in trade, broadcasting and other customer services plan, organize, direct, control and evaluate, through middle managers, trade, broadcasting and other service industry companies. They formulate policies which establish the direction to be taken by these companies, either alone or in conjunction with a board of directors. They work in establishments in broadcasting and related media services, wholesale trade, retail trade, accommodation and food service, and other services or they may own and operate their own business.

Insurance, real estate and financial brokerage managers plan, organize, direct, control and evaluate the activities of departments or establishments that provide insurance, mortgage, real estate and investment services. They are generally responsible for business development and must ensure that their group reaches performance levels related to established objectives. They are employed by insurance companies, real estate firms, stockbrokers, investment dealers, mortgage brokers and security and commodity exchanges.

Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms. Investment analysts are employed primarily by brokerage houses and fund management companies.

Financial advisors counsel individuals on financial decisions such as investments, cash management, and estate planning. They establish personal financial plans according to clients' objectives and guide them through the implementation of the proposed strategies that may be adjusted as the situation evolve. They are employed by banks, trust companies and investment firms, or they may be self-employed.

Securities agents and investment dealers buy and sell stocks, bonds, treasury bills, mutual funds and other securities for individual investors, pension fund managers, banks, trust companies, insurance firms and other establishments. Brokers buy and sell stocks, bonds, commodity futures, foreign currencies and other securities at stock exchanges on behalf of investment dealers. They are employed by investment companies, stock brokerage firms, stock and commodity exchanges and other establishments in the securities industry.

Financial sales representatives sell basic deposit, investment and loan products and services to individuals and businesses. They work in banks, credit unions, trust companies and similar financial institutions.

Banking, insurance and other financial clerks

Finance Diplomas

The Bachelor of Business Administration has courses in economics, statistics, business law, strategic management, leadership and research. In the third year of the program, you can choose a concentration: Accounting, Business Information and Analytics (BIMA), Financial Planning, Human Resources Management, International Business and Logistics or Marketing. As a BBA student at Capilano, you'll also have the opportunity to take part in case competitions, a hands-on, realistic simulation of a real business.

Business Administration: Bachelor's Degree (BBA)

The Bachelor of Business Administration (BBA) in Financial Services has business finance courses that cover financial planning and investing, business and financial law and financial literacy. Once you graduate, you’ll be prepared to take on roles such as financial planner, financial advisor or investment analyst. You’ll also be prepared to test for internationally recognized designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). You'll have the option to complete a Business Internship or Co-op program. 

Financial Services: Bachelor of Business Administration (BBA) Degree

The Bachelor of Business Administration (BBA) degree combines applied problem-solving and hands-on experience with a foundation in contemporary business principles and practices. You'll undertake real-world class projects and experience-based opportunities, and specialize in at least one of nine concentrations (Accounting, Innovation and Entrepreneurship , Finance, Human Resource Management, International Business, Management Information Systems,  Marketing, Operations Management, or Strategic Analysis). Upon graduation, you'll be prepared to work in a wide variety of careers in business organizations. 

Business Administration: Bachelor's Degree - Major or Honours

The Bachelor of Business Administration (General) is designed for students who do not wish to specialize in a specific area of business but instead would like to take a wider array of courses to provide a wide range in their management education. Develop a solid foundation in the first two years, then specialize in one or a combination of majors and minors. Take advantage of co-op, undergraduate research, study abroad and other experiential learning opportunities. Double degree option with Computing Science and Arts available.

Business Administration: Bachelor's Degree

The Bachelor of Commerce Degree is a foundation of business basics and management skills. You’ll develop your skills in critical thinking, problem solving, communication, organization, and leadership. Upon graduation, you'll be prepared to enter careers such as accounting, technology, consumer products and services, consulting, and financial services.

Commerce: Bachelor Degree (UBCV)

The Bachelor's Degree in Commerce provides education in business as well as exposure to the liberal arts, social sciences, and natural sciences. The program offers students the ability to major in the areas of Accounting, Finance, General Business, International Business or Marketing, with special emphasis placed on industries and firms of relevance to the region of northern British Columbia including small business/entrepreneurship, tourism and forestry.

Commerce: Bachelor's Degree Honours

In the Bachelor of Science in Financial Mathematics and Economics, you will learn how to analyze finances and manage portfolios. Additionally, you'll study theories of economics, finance, statistics and mathematics. This program will allow you to create models to understand and predict the behaviour of financial markets.

Educational Path

Finance Bachelor's Degrees

Programs

Careers