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To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and acceptable work experience requirements. 

Employment as a senior manager in financial, communications, and other business services may additionally require several years of related work experience. 

To work as an accountant in B.C., you may choose to earn the Chartered Professional Accountant (CPA) designation. Eligibility for this designation is achieved through the completion of a bachelor’s degree in any subject from a Canadian or international university and required prerequisite courses. 

Employment as a senior manager in financial, communications, and other business services may additionally require several years of related work experience. 

Senior managers - financial, communications and other business services

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam, have a post-secondary degree and demonstrate three years of qualifying work experience. 

Employment as a financial manager additionally requires several years of related work experience.

To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and acceptable work experience requirements. 

Employment as a financial manager additionally requires several years of related work experience.

To work as an investment manager in B.C., you may choose to earn the Chartered Investment Manager (CIM ®) designation. Eligibility for this designation is achieved through the completion of requisite courses and at least 2 years of relevant work experience.

Employment as a senior manager in financial, communications, and other business services may additionally require several years of related work experience. 

To work as an accountant in B.C., you may choose to earn the Chartered Professional Accountant (CPA) designation. Eligibility for this designation is achieved through the completion of a bachelor’s degree in any subject from a Canadian or international university and required prerequisite courses.

Employment as a financial manager additionally requires several years of related work experience.

Financial managers

To work as an auditor in B.C., you may choose to earn the Certified Internal Auditor® (CIA) designation from the Institute of Internal Auditors. Please contact the Institute of Internal Auditors for eligibility requirements.

To work as an accountant in B.C., you may choose to earn the Chartered Professional Accountant (CPA) designation. Eligibility for this designation is achieved through the completion of a bachelor’s degree in any subject from a Canadian or international university and required prerequisite courses. 

Financial auditors and accountants

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete an education program, pass a national exam, have a post-secondary degree and demonstrate three years of qualifying work experience. 

To work as a treasury professional in B.C., you may choose to earn the Certified Treasury Professional (CTP) designation. Eligibility can achieved through a variety of combinations of work, education, and teaching experience, and by successful completion of an exam.

To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and meeting acceptable work experience requirements. 

To work as an investment manager in B.C., you may choose to earn the Chartered Investment Manager (CIM ®) designation. Eligibility for this designation is achieved through the completion of requisite courses and at least 2 years of relevant work experience.

Financial and investment analysts

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam, have a post-secondary degree and demonstrate three years of qualifying work experience. 

To work as a financial analyst in B.C., you may choose to earn a Chartered Financial Analyst (CFA®) designation. You can earn the designation by completing the CFA® Program and acceptable work experience requirements. 

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as an insurance agent, salesperson, or adjuster in B.C., you must be licensed by the Insurance Council of B.C. Eligibility is achieved by meeting education and licensing requirements.

To work as a financial planner in B.C., you may choose to become a member of the Canadian Institute of Financial Planning. Eligibility is achieved by following the steps on the Canadian Institute of Financial Planning website.

To work in the investment industry in B.C., you may choose to become a member of the Investment Funds Institute of Canada. Eligibility is achieved through employment at an eligible firm.

Confirm with the certifying body that your intended program qualifies you for this certification.

To sell regulated financial products in Canada, you must be licensed through the Canadian Securities Institute. Once educational, ethical and work experience licensing requirements have been met, the application for registration is handled by either your employer or, if you are working independently, by a sponsoring financial services firm.

Financial advisors

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Certified Financial Planner® certification through FP Canada. To obtain the CFP designation, candidates must complete a rigorous education program, pass a national exam, have a post-secondary degree, and demonstrate three years of qualifying work experience. 

To work as a financial planner in B.C., you may choose to earn the Personal Financial Planner (PFP®) designation. Eligibility is achieved by taking the right combination of courses.

Confirm with the certifying body that your intended program qualifies you for this certification.

To work as a financial planner in B.C., you may choose to earn the Qualified Associate Financial Planner™ (QAFP®) designation. Eligibility is achieved through completion of approved education, and ethics course, work experience, and successful writing of the QAFP exam. This certification can also be a stepping stone to Certified Financial Planner certification.

To sell regulated financial products in Canada, you must be licensed through the Canadian Securities Institute. Once educational, ethical and work experience licensing requirements have been met, the application for registration is handled by either your employer or, if you are working independently, by a sponsoring financial services firm.

Financial officers

Supervisors, finance and insurance office workers

Banking, insurance and other financial clerks

This instructional program class comprises any program focusing on the principles and techniques of conducting investigations into financial crime, terrorist activity, and the analysis and use of accounting data as evidence. These programs include courses in the principles of accounting, investigative auditing, computer investigations, accounting system documents and software, business corruption, criminal and terrorist financial networks, international money markets and movement, net worth analysis, financial fraud, exposing concealed assets, records seizure, fraud and money laundering statutes, fraud case initiation, case management, and case presentation.

Financial forensics and fraud investigation

This instructional program class comprises any program that generally prepares individuals to plan, manage, and analyse the financial and monetary aspects and performance of business enterprises, banking institutions, or other organizations. These programs include courses in principles of accounting; financial instruments; capital planning; funds acquisition; asset and debt management; budgeting; financial analysis; and investments and portfolio management.

Finance, general

This instructional program class comprises any program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. These programs include courses in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

Financial planning and services

Finance Micro-credentials

Senior managers in financial, communications and other business services are usually appointed by a board of directors, to which they report. They work either alone or in conjunction with the board of directors to develop and establish objectives for the company, and to develop or approve policies and programs. They plan, organize, direct, control and evaluate, through middle managers, the operations of their organization in relation to established objectives. They work in establishments throughout the telecommunications, finance, insurance, real estate, and data processing, hosting and related services industries as well as other business service industries or they may own and operate their own business.

Financial managers plan, organize, direct, control and evaluate the operation of financial and accounting departments. They develop and implement the financial policies and systems of establishments. Financial managers establish performance standards and prepare various financial reports for senior management. They are employed in financial and accounting departments in companies throughout the public and private sectors and in government.

Financial auditors examine and analyze the accounting and financial records of individuals and establishments to ensure accuracy and compliance with established accounting standards and procedures. Accountants plan, organize and administer accounting systems for individuals and establishments. They are employed by private sector accounting and auditing firms or departments and public sector accounting and auditing departments or units, or they may be self-employed. Articling students in accounting firms are included in this unit group.

Financial and investment analysts collect and analyze financial information such as economic forecasts, trading volumes and the movement of capital, financial backgrounds of companies, historical performances and future trends of stocks, bonds and other investment instruments to provide financial and investment or financing advice for their company or their company's clients. Their studies and evaluations cover areas such as takeover bids, private placements, mergers or acquisitions. Financial analysts are employed by a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms. Investment analysts are employed primarily by brokerage houses and fund management companies.

Financial advisors counsel individuals on financial decisions such as investments, cash management, and estate planning. They establish personal financial plans according to clients' objectives and guide them through the implementation of the proposed strategies that may be adjusted as the situation evolve. They are employed by banks, trust companies and investment firms, or they may be self-employed.

Other financial officers include professional occupations in finance such as financial examiners and inspectors, financial investigators, financial underwriters, mortgage brokers and trust officers. They are employed by banks, trust companies, investment firms and governments, or they may be self-employed.

Supervisors of finance and insurance office workers supervise and coordinate the activities of workers in the following unit groups: Payroll administrators (13102), Accounting and related clerks (14200), Banking, insurance and other financial clerks (14201) and Collection clerks (14202). They are employed by banks and other financial institutions, insurance companies, and by other establishments throughout the public and private sectors.

Banking, insurance and other financial clerks compile, process and maintain banking, insurance and other financial information. They are employed by banks, credit companies, private and public insurance establishments, investment firms and other financial establishments throughout the private and public sectors.

 Fraud and Financial Crime Investigation (FFCI) Microcredential introduces investigative techniques, including forensic accounting strategies, data mining, forensic interviewing, and bank account transaction analysis. These skills are essential for anyone interested in fighting economic crime and those in finance detecting fraudulent transactions.

Fraud and Financial Crime Investigation Micro-credential

 The Applied Financial Analysis and Decision Making Micro-credential focuses on applying financial management concepts through a capstone project using real company financial statements and case studies. 

Applied Financial Analysis and Decision Making Micro-credential

 The Fundamentals of Financial Reporting and Budgeting Micro-Credential introduces core financial management principles for learners with limited accounting or finance experience. Delivered in partnership with UNBC's School of Business. 

Learners gain practical skills in understanding financial statements, preparing budgets, and applying analytical tools to monitor performance and cash flow.

Fundamentals of Financial Reporting and Budgeting Micro-Credential

The Construction Finance Monitoring Micro-credential provides you essential knowledge and practical skills to manage and monitor construction loans effectively. This 80-hour program, designed with industry input, equips learners with expertise in budgeting, risk assessment, compliance, and stakeholder communication.

Educational Path

Finance Micro-credentials

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