Personal Financial Planning

Bachelor of Commerce (BComm)

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What you will learn in this program

Personal Financial Planners ask questions such as: Are mortgage rates expected to rise? What legal restrictions govern tax shelters in Canada? How much will you need to save for retirement?

Personal Financial Planners provide expertise to individuals in matters related to taxes, investments, retirement, and estate planning. Over the course of your studies you'll be introduced to tools such as planned giving, life insurance, and wills so you can assist individuals who face complex challenges in achieving their financial goals. You'll complete formal presentations, group projects and various case studies during the course of your degree.

Career opportunities

​As a graduate of the Personal Financial Planning program, you'll be prepared for global career opportunities in the areas of personal wealth management, banking, investment planning, and more. A degree in commerce can also be used as a stepping-stone to graduate studies or another professional degree such as law, medicine, veterinary medicine, or education.

Courses you'll take:

Introduction to Business Analytics, Introduction to Business Skills, Introduction to Risk Management and Insurance, Principles of Macroeconomics, ​Principles of Microeconomics

Admission requirements and information

View the admission and application requirements for this program.

See requirements on the Office of the Registrar site.

Important dates and deadlines

Program Highlights

Work experience

Co-operative work placement - Gain valuable full-time paid work experience that alternates with your academic studies.

Hands-on opportunities

Study abroad opportunities - Cultural and academic experiences at destinations around the world.

Program enhancements

Mentorship opportunities - A formal or informal relationship where you connect with, and learn from, an established professional.

My experience was great, but I didn’t feel engaged until I made the switch from a general finance major, to personal financial planning. After attending my first few classes, I knew I was in the right place. The classes revolved around real-life scenarios that I easily grasped. Specifically, risk management and insurance with Norma Neilson and management science with Larry Wood prepared me for my career. I took what I learned and applied it to my Certified Financial Planner designation exam. I now happily work as a financial planner with Sun Life Financial, and I regularly review my books and notes from Norma and Larry's classes. You'll never forget the real-world skills you learn in a personal financial planning major.

Kailee R., BComm’14

Did you know? You can earn two degrees in five years. Learn more about combined degree program options.

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Your cost

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Join our community in fall 2019

We'll be accepting applications to attend the University of Calgary in fall 2019 starting on Monday, Oct. 1, 2018. You'll be able to submit an application until Friday, March 1, 2019. Check out our student experience page to find out more about what life is like on campus or consider visiting campus for a tour led by one of our current students.

Learn about the student experience

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Faculty Information

Haskayne School of Business
Scurfield Hall, Room 343
2500 University Drive NW
Calgary, Alberta T2N 1N4