Note: This is the 2023鈥�2024 eCalendar. Update the year in your browser's URL bar for the most recent version of this page, or .
Program Requirements
The 15-credit Graduate Certificate in Financial Analysis offers a comprehensive introduction to finance. Focusing on core professional competencies in financial analysis, it also provides flexibility in alternative career directions within the Finance sector, such as Investment Management, Financial Technology, and ESG (Environmental, Social, and Governance) Investing. Successful completion of this program allows students to write the Level I CFA exam.
Corequisite Course
(0-3 credits)
-
CMS2 500 Mathematics for Management (3 credits) *
Overview
Management Science (CCE) : Basic mathematics needed for business applications, including graphs of functions, series summation, mathematics of finance, annuity, discounted cash flow, internal rate of return, permutations, combinations, maxima and minima of functions with business applications in optimization, introductory statistics and probability
Terms: Fall 2023, Winter 2024
Instructors: Comeau, Vincent (Fall) Kamali, Vahid (Winter)
Prerequisite: CMSC 000
Note: "Mathematics for Management" must be completed in the first semester of the Diploma in Management program.
* or the Exemption by Examination Test
Required Courses (12 credits)
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CCFA 600 Ethics in Finance (1.5 credits)
Overview
CCFA : Study of the Code of Ethics and Standards of Professional Conduct of Chartered Financial Analyst (CFA) Institute. Topics include professionalism and the integrity of capital markets, duties to clients and employers, investment analysis and recommendations, conflicts of interest, and responsibilities of CFA members and candidates.
Terms: Winter 2024
Instructors: Doumith, Jad (Winter)
Restriction: Not open to students who have taken CCFA 500.
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CCFA 601 Financial Analysis Tools (3 credits)
Overview
CCFA : Study of statistical and economics tools used in the analysis of investments and other financial aspects of businesses. Topics include statistical concepts and methodologies, such as statistical inference and linear regression, as well as micro- and macroeconomics concepts, such as the analysis of demand and supply, understanding business cycles and international trade, and the effects of fiscal and monetary policy
Terms: Fall 2023, Winter 2024
Instructors: Lima, Eduardo (Fall) Lima, Eduardo (Winter)
Prerequisites: CMS2 500 or exemption by examination
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CCFA 615 Financial Statement Analysis
(3 credits)
Overview
CCFA : Examination of accounting standards and financial reporting principles in investment decision making from both the internal and external perspectives of a corporation. Study of the interplay between the balance sheet, the income statement, and the cash flow statement, and examination of financial statement elements, such as inventories, long-lived assets, income taxes, and long-term liabilities, contrasting International Financial Reporting Standards (IFRS) and United States Generally Accepted Accounting Principles (US GAAP).
Terms: Fall 2023
Instructors: El Gindi, Shahenda (Fall)
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CCFA 620 Contemporary Finance 1
(3 credits)
Overview
CCFA : Comprehensive overview of corporations and other businesses from the point of view of internal and external financial decisions, including how the risk and return measures associated with businesses are used in corporate decision making and in assembling investment portfolios. Introduction to behavioural factors in investments, the management of risk for the enterprise, and the emerging field of financial technology.
Terms: Fall 2023, Winter 2024, Summer 2024
Instructors: Lima, Eduardo (Fall) Lima, Eduardo; Zakiat, Oussama Ilyas (Winter) Lima, Eduardo (Summer)
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CCFA 627 Financial Risk Management
(1.5 credits)
Overview
CCFA : Examination of financial risk management techniques that can be used by investors and businesses alike. Topics include derivatives, alternative investments, and the value of these assets.
Terms: Fall 2023, Winter 2024
Instructors: Doumith, Jad (Fall) Doumith, Jad (Winter)
Complementary Courses (3 credits)
3 credits from the following:
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CCFA 629 Fixed-Income and Equity Investments (3 credits)
Overview
CCFA : Examination of the characteristics of fixed-income and equity investments, their markets and indexes. Topics include yield and valuation measures, risk factors and drivers of fixed-income securities, industry and company analysis, and equity valuation models.
Terms: Fall 2023
Instructors: El Gindi, Shahenda (Fall)
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CCFA 639 ESG Investing (3 credits)
Overview
CCFA : Examination of ESG (Environmental, Social, and Governance) investing. Study of the benefits of using ESG factors in investment decision making, from both a portfolio performance and a sustainability standpoint, and the integration of ESG factors in portfolio construction and management.
Terms: Summer 2024
Instructors: Zhang, Lanxu Clara (Summer)
-
CCFA 660 Fintech and the Financial
System (3 credits)
Overview
CCFA : Study of financial technology (Fintech) and the impact of the digitization of financial products and services on the structure of financial markets and the traditional role of financial institutions. A comprehensive introduction to Fintech detailing the business models of Fintech disruptors in various industries in the financial sector.
Terms: Winter 2024
Instructors: Lima, Eduardo; Franco, Santiago (Winter)
Or another 600-level course offered by the School of Continuing Studies and approved by the academic unit.
脡cole d'茅ducation permanente—2023-2024 (last updated Oct. 2, 2023) (disclaimer)
