This instructional program class comprises any program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. These programs include courses in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

Financial planning and services

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

Banking, insurance and other financial clerks

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

Finance Diplomas

Finance Certificates

Through a series of courses designed by industry professionals, you’ll gain specific skills and knowledge in financial analysis and investing that’s complementary to the program’s accounting curriculum. This prepares you to pursue an accounting designation or a new career with confidence.

Financial Management (Finance Option): Management Certificate (Part-Time)

The Financial Management (Financial Planning) Associate Certificate has eight courses and is designed to give working professionals and people new to financial planning a solid foundation of skills and knowledge. As part of the associate certificate training, you’ll study key aspects of investment and economics that you can use in your current job, or to help you prepare for a new career in financial planning. Graduates can look for jobs as financial and investment planners and advisors. 

Educational Path

Finance Certificates

Programs

Careers