Financial Services Minor

Global leaders including the Royal Bank of Canada and Manulife Financial attest that Canada's financial services sector is one of the most sophisticated in the world - and the world has taken notice. It is also a large sector employing over 750,000 people - individuals who participate in generating over 6% of our national GDP.

Highly employable

This series of courses offer the principles of financial services in a variety of financial planning positions which students can apply to banking, investment and insurance.

Professional credentials

In completion of all courses, students are prepared to write the examinations leading to the CFP (Certified Financial Planner) designation. And in addition, students are encouraged to begin work on their CFA® designation in their final year - a widely respected international credential.

Career opportunities

Mount Royal’s Financial Services minor prepares you to enter one of today’s fastest growing industries, where you can share your knowledge of finances with individuals or businesses.
You may be employed by a bank, insurance agency, brokerage or investment firm and your job title could be:

  • Financial planner — help clients manage their money so present and future financial needs are met
  • Investment banker — help large- and mid-sized companies raise investment capital, arrange and structure deals
  • Mutual fund broker — provide investment advice to clients, ensuring they have the best mutual fund products for their needs
  • Investment adviser — buy and sell different types of investments, including mutual funds, bonds and term deposits, according to their clients’ needs
  • Account manager — work one-on-one with clients to help them secure loans and manage their portfolios
  • Other titles include: Associate broker, compliance officer, insurance agent, personal banking officer or securities trader.

Further education

The BBA prepares you for Master of Business Administration (MBA) programs as well as other graduate studies.

Minor requirements

FNCE 2132 Introduction to the Stock Market
FNCE 3201 Retirement Planning
FNCE 3203 Income Tax Planning
FNCE 3205 Strategic Investment Planning
FNCE 3207 Risk Management & Estate Planning
FNCE 3301 Canadian Securities Course I
FNCE 3303 Canadian Securities Course II
FNCE 4407 Investment Principles
MKTG 2154 Professional Selling



ADC sb pond bench