Wilfrid Laurier University Part Time, Online and Continuing Studies Calendar - Fall/Winter 2006/2007
Canadian Excellence

Diploma in Financial Planning Program

Laurier's Diploma in Financial Planning is the first such program in Canada and prepares the students to respond proactively to this complex and rapidly changing field. The diploma will involve courses primarily from the finance area, but also from accounting, policy and economics. The quality of this financial planning program has been recognized by the Financial Planners Standards Council (FPSC), which has accredited this program.
Financial Planning diploma students must complete 13 half-credit courses in finance, accounting, policy and economics. The diploma will be offered on a part-time or full-time basis.

Required coures (13 courses):
BU111 Introduction to Business Organization
EC140 Introduction to Macroeconomics
BU227 Introductionto Financial Accounting
BU231 Business Law
BU353 Introduction to Risk Management and Insurance
BU357 Taxation
BU383 Financial Management I
BU393 Financial Management II
BU413 Personal Financial Planning and Management
BU473 Investment Managing
BU483 Life and Health Insurance
BU493k Estate Planning
BU493m Retirement Planning and Employee Benefits

Admission Requirements

Program participants must have at least three years' work experience in business or government following their most recent formal education or an undergraduate degree in any discipline.  Prior to admission to the program students must have completed Introduction to Applied Statistics (BU205) or an equivalent statistics course. They must have a minimum GPA of 7.00 in the pre-admission course and any transfer credits they might receive. Those with an undergraduate degree are required to have a minimum overall average (GPA) of 6.00 to be admitted to the diploma program. Participants may be granted a maximum of two credits (four courses) toward the diploma for university courses taken prior to admission into the program. This rule applies to all students with or without a degree or diploma. This program may be taken on a full- or part-time basis.

Students must meet all course prerequisites as indicated in the Undergraduate Calendar.
For information on course descriptions and course prerequisites, please refer to the Wilfrid Laurier University Undergraduate Calendar or visit the Laurier website at www.wlu.ca.

Academic Regulations

Program participants must have a minimum cumulative GPA of 7.00 (B-) to graduate. Participants may repeat a maximum of two half-credit courses over the duration of the program. The last grade received on any course attempt will be used to calculate the GPA and no course may be attempted more than twice.

Graduates with a Diploma in Financial Planning will also have fulfilled the educational requirements for writing the Certified Financial Planner (CFP) professional proficiency exam.
Passing this exam combined with two years' work experience will entitle the graduate to use the CFP certification mark.