Program overview
Admission Requirements
Intakes

Last updated on 2025-04-02

Program overview

Program Overview

The Finance and Wealth Management program is a collaborative initiative between King's University College and Fanshawe College. This unique program spans a total of four years and is designed to equip students with the necessary skills and knowledge to excel in the finance sector. Graduates will earn a Bachelor of Arts in Finance from Western University and a Business Diploma in Finance from Fanshawe College. The program emphasizes practical experience and prepares students for various financial certifications, enhancing their career prospects in the finance industry.

Program Structure

The Finance and Wealth Management program is structured to provide a comprehensive education over a span of four years. Here are some key details:

  • Program Length: 4 years
  • Collaborative Structure: The program is divided between King's University College and Fanshawe College, with specific years dedicated to each institution.
  • Progression Requirements: Students must maintain a minimum overall average of 60% to progress through the program.
  • Certification Preparation: The program includes preparation for certifications such as Personal Financial Planner® (PFP®), Qualified Associate Financial Planner™ (QAFP™), and Certified Financial Planner® (CFP®).
  • Industry Licensing Exams: Students will also prepare for licensing exams like the Investment Funds in Canada and the Canadian Securities Course® (CSC®).

Featured Experiences

The Finance and Wealth Management program offers several unique features that enhance the learning experience:

  • Collaborative Learning: The partnership with Fanshawe College allows for a diverse educational experience.
  • Hands-On Training: Students engage in practical training that prepares them for real-world financial scenarios.
  • Certification Opportunities: The program provides pathways to obtain recognized financial certifications.
  • Industry Connections: Students benefit from networking opportunities with industry professionals.
  • Experiential Learning: The curriculum includes projects and case studies that simulate real financial challenges.

Career Options

Graduates of the Finance and Wealth Management program can pursue a variety of career paths in Canada, including:

  • Financial Analyst: Analyze financial data to help businesses make informed investment decisions.
  • Investment Advisor: Provide clients with advice on investments and financial planning.
  • Insurance Underwriter: Assess risk and determine policy terms for insurance applications.
  • Banking Officer: Manage customer accounts and provide banking services to clients.
  • Portfolio Manager: Oversee investment portfolios and make strategic investment decisions.

 

DISCLAIMER: The information above is subject to change. For the latest updates, please contact LOA Portal's advisors.

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