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Note: This is the 2022鈥�2023 eCalendar. Update the year in your browser's URL bar for the most recent version of this page, or .

Certificat d'茅tudes sup茅rieures (Cert. 茅tu. sup.) planification financi猫re (15 unit茅s)

Offered by: Administration & Governance     Degree: Graduate Certificate in Financial Planning

Program Requirements

Le Certificat d'茅tudes sup茅rieures en planification financi猫re vise 脿 approfondir les comp茅tences d茅j脿 acquises dans l鈥檃nalyse, l鈥檌nt茅gration et la synth猫se de l鈥檌nformation dans de nombreuses disciplines telles qu鈥櫭﹖hique et int茅grit茅 professionnelles, planification financi猫re, assurance, marketing et fiscalit茅. L鈥檃ccent est mis sur l鈥檃pplication de techniques pratiques utiles pour les planificateurs financiers professionnels faisant carri猫re dans diff茅rents types d鈥檈ntreprises, d鈥檕rganismes publics, de banques ou de soci茅t茅s d鈥檃ssurances. Le candidat doit 锚tre titulaire d'un baccalaur茅at en commerce (finance) et avoir obtenu une MPC minimale de 3,0 sur 4,0 ou de 3,2 sur 4,0 au cours des deux derni猫res ann茅es d鈥櫭﹖udes universitaires; ou d'un dipl么me de premier cycle dans un autre champ d'茅tudes et avoir obtenu une MPC minimale de 3,0 sur 4,0 ou de 3,2 sur 4,0 au cours des deux derni猫res ann茅es d鈥櫭﹖udes universitaires ainsi que d鈥檜n dipl么me en finance; ou d'un dipl么me de premier cycle dans un autre champ d'茅tudes et d鈥檜n certificat en finance avec une MPC minimale de 3,0 sur 4,0.

Cours pr茅alable

  • CCTX 511 Taxation 1 (3 unit茅s)

    Offered by: Administration & Governance (脡cole d'茅ducation permanente)

    Vue d'ensemble

    Taxes (CCE) : Basic principles of tax law; residence, meaning and computation of taxable income; computation of personal tax; foreign tax credits; capital gains; partnerships; trusts; administration and enforcement; case decisions; Revenue Department bulletins, circulars and rulings; appeals.

    Terms: Automne 2022, Hiver 2023

    Instructors: Armanious, Joseph (Fall) Armanious, Joseph (Winter)

Nota: Les 茅tudiants qui souhaitent demander une reconnaissance d'茅quivalences pour les cours pr茅alables doivent remplir le formulaire prescrit au moment de l'admission. Les cours pr茅alables ne sont pas consid茅r茅s dans le calcul des unit茅s requises pour satisfaire aux exigences du programme.

Cours obligatoires

  • CCLW 511 Law 1 (3 unit茅s)

    Offered by: Management & Entrepreneurship (脡cole d'茅ducation permanente)

    Vue d'ensemble

    Droit (CCE) : Sources and administration of law; the Canadian Constitution and the division of powers; the Quebec Civil Code, comprising the law of persons, the law of property, obligations, contracts, sale, lease and hire, mandate, suretyship, hypothecs and prescription.

    Terms: Automne 2022, 脡t茅 2023

    Instructors: Sepinwall, Bernard (Fall) Sepinwall, Bernard (Summer)

  • CCTX 532 Taxation 2 (3 unit茅s)

    Offered by: Administration & Governance (脡cole d'茅ducation permanente)

    Vue d'ensemble

    Taxes (CCE) : Theoretical analysis of federal corporate taxation. Current issues in taxation will also be discussed and analyzed.

    Terms: Automne 2022, Hiver 2023

    Instructors: Oliverio, Joseph (Fall) Oliverio, Joseph (Winter)

    • Prerequisite: CCTX 511

    • CGA Requirement

  • CFIN 501 Retirement, Estate and Tax Planning (3 unit茅s)

    Offered by: D茅veloppement de carri猫re et perfectionnement professionnel (脡cole d'茅ducation permanente)

    Vue d'ensemble

    Finance (CCE) : The objective of this course is to discuss the various elements in the retirement planning process such as pension planning instruments, public and private pension plans, insurance, income tax, estate planning, and wills.

    Terms: This course is not scheduled for the 2022-2023 academic year.

    Instructors: There are no professors associated with this course for the 2022-2023 academic year.

  • CGM2 520 Sales Management and Negotiation Strategies (3 unit茅s)

    Offered by: Management & Entrepreneurship (脡cole d'茅ducation permanente)

    Vue d'ensemble

    Gestion : Application of principles and theories of sales management for large, medium, and small-sized enterprises. Focus on crystallizing a venture鈥檚 customer value proposition to develop effective sales strategies to achieve business and marketing objectives. Strategies for personal selling, team selling, and online and offline selling as well as B-to-B and B-to-C models. Business negotiation strategies.

    Terms: Automne 2022

    Instructors: Sacksner, Jeffrey (Fall)

  • CPD2 505 Risk Management and Insurance (3 unit茅s)

    Offered by: Administration & Governance (脡cole d'茅ducation permanente)

    Vue d'ensemble

    CPD2 : This course explores the fundamentals of risk management and covers the theory and practices of insurance, policy construction and interpretation for major classes of commercial and personal insurance and emphasizes the importance of decision-making criteria in selecting among various alternatives available.

    Terms: This course is not scheduled for the 2022-2023 academic year.

    Instructors: There are no professors associated with this course for the 2022-2023 academic year.

School of Continuing Studies—2022-2023 (last updated avr. 26, 2022) (disclaimer)
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