Graduate Certificate (Gr. Cert.) Financial Planning

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Courses & Workshops

Prerequisite
CCTX 511 Taxation 1. (3 credits)
Spring/Summer 2018, Fall 2018, Winter 2019, Spring/Summer 2019
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.
Required Courses
CCLW 511 Law 1. (3 credits)
Spring/Summer 2018, Fall 2018
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.
CCTX 532 Taxation 2. (3 credits)
Fall 2018, Winter 2019
Theoretical analysis of federal corporate taxation. Current issues in taxation will also be discussed and analyzed.
CFIN 501 Retirement, Estate and Tax Planning. (3 credits)
Fall 2018
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.
CPD2 505 Risk Management and Insurance. (3 credits)
Fall 2018
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.
Testimonial
"After doing my BA in economics in the U.S., I went back to Vietnam and worked as an investor relations executve for a large comapny. I decided to expand my knowledge of the financial sector. I chose McGill because the program is hands on and real-world focused. The instructors base the course content on their own personal experiences. The program has prepared me to take the exam for the CFA desgination. With my understanding of markets and my diploma, I will stand out to investors and analysts."
Lien P.