Certificate in Financial Instrument Analysis

The Certificate in Financial Instrument Analysis can be completed in conjunction with a Bachelor of Commerce degree or as a stand alone certification for those seeking professional development in their disciplinary areas.

There are two streams within the Certificate in Financial Instrument Analysis, the Accounting stream and the Finance stream. Students may choose either the Accounting or the Financial Stream.

To graduate with the Certificate in Financial Instrument Analysis, students must attain a minimum GPA of 2.0 on the required courses:

Accounting Stream (CFIA )

  • ACCT 2241 Introductory Financial Accounting
  • ACCT 2242 Introductory Managerial Accounting
  • ACCT 3350 Financial Accounting Foundations – see Note
  • ACCT 3351 Intermediate Financial Accounting I – see Note
  • ACCT 3352 Intermediate Financial Accounting II – see Note
  • ACCT 4450 Auditing
  • ACCT 4465 Accounting for Financial Instruments
  • FINA 2360 Business Finance I
  • FINA 3361 Business Finance II
  • FINA 4472 Computerized Portfolio Analysis and Reporting Systems
Either
  • FINA 4470 Fixed Income Securities, or
  • FINA 4473 Current Trends in Capital Markets

Note: The requirement for ACCT 3350, 3351, and 3352 may be replaced by ACCT 3341, 3342, and 3345.

Financial Stream (CFIF)

  • ACCT 2241 Introductory Financial Accounting
  • ACCT 2242 Introductory Managerial Accounting
  • ACCT 3343 Financial Accounting Analysis
  • ACCT 4465 Accounting for Financial Instruments
  • FINA 2360 Business Finance I
  • FINA 3361 Business Finance II
  • FINA 4466 Investments
  • FINA 4467 Portfolio Management
  • FINA 4468 Financial Derivatives 
  • FINA 4472 Computerized Portfolio Analysis and Reporting Systems
Either
  • FINA 4470 Fixed Income Securities, or
  • FINA 4473 Current Trends in Capital Markets

Students pursuing only the Certificate in Financial Instrument Analysis (accounting or finance stream) will require the following courses (or their equivalents) as prerequisites:

  • MGMT 1281 Introduction to Business Management
  • ECON 1201 Principles of Economics: Micro
  • ECON 1202 Principles of Economics: Macro
  • MGSC 1205 Introduction to Quantitative Methods I
  • MGSC 1206 Introduction to Quantitative Methods II
  • MGSC 2207 Introductory Statistics
  • CISY 1225 Introduction to Computer Applications
  • COMM 2293 Communications

Find more information on the Financial Instrument Analysis Certificate in the academic calendar. (page 172)

Accounting Department

Departments - Finance, Info Systems & Management Science