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Liberal Arts and Professional Studies – Professional Certificate in financial planning

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Prior to beginning the certificate, students must have:

  1. successfully completed MHF4U (Advanced Functions) or equivalent and
  2. obtained a minimum grade of C (4.00) in each of AP/ECON 1000 Introduction to Microeconomics and AP/ECON 1010 Introduction to Macroeconomics or their equivalent.

Graduating with a certificate: except where otherwise stated, a minimum cumulative grade point average of 4.00 is required to satisfy certificate requirements. Students must also submit application to graduate from a certificate program. Applications should be obtained from and filed with the unit administering the certificate program. Transcript notation that the requirements for a certificate have been completed will be made once the Registrar’s Office has received notice from the unit administering the program. Certificates will not be conferred until candidates have successfully completed an undergraduate degree program if they are simultaneously enrolled in a degree and a certificate program. The Faculty does not award certificates retroactively. Refer to the Academic Standards section for details of the undergraduate certificate minimum standards.

Note: The prerequisite of AP/ADMS 3330 for AP/ADMS 4501 is waived for students in the certificate program.

Requirements

Students must complete 39 credits including:

Core requirements

*Students who completed ADMS 4561 before ADMS 3520 was introduced into the program must replace ADMS 3520 with another course from the following list. A student who has not taken ADMS 4562 is advised to use it as the replacement, but is not required to do so.

In order to obtain a professional certificate offered through SAS, at least 18 of the ADMS course credits that satisfy certificate requirements must be in addition to those used to satisfy the requirements of a degree. Students may acquire more than one certificate provided at least 18 credits in each certificate are unique to the specific certificate.

Note: to complete the 18 unique credit requirements for the Financial Planning certificate, a student may need three or more additional credits which must be chosen from the following list of course options: