Personal Financial Planning

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.

Collaborative teamwork - Interact with your peers while learning to collaborate on projects.

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

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

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

Tawjihi (General Secondary Education Certificate)

Students presenting less than 12 units of academic post-secondary coursework will be considered high school applicants.

Equivalent International Baccalaureate (IB), Advanced Placement (AP) courses or previously completed SAT2 subject tests are accepted.

As a graduate of the Bachelor of Commerce degree with a concentration in personal financial planning, 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.

1. Start your application

   On August 15, you can start your application. Begin by creating a UCalgary eID.

   Once you have created an eID, click apply now.

2. Complete your application

   Use our application guide to help you with your application.

3. Submit your application

   Submit your application and pay your $125 (Canadian education) $145 (International education) application fee.

4. Submit your required documents

   Based on your application, we'll let you know in your UCalgary Student Centre how and where to submit any required documents. Visit our documents page for more information.