Variant of the Classification of Instructional Programs (CIP) Canada 2021 Version 1.0 for Primary groupings
05 - Business, management and public administration
52. - Business, management, marketing and related support services
This series comprises instructional programs that prepare individuals to perform managerial, technical support, and applied research functions related to the operation of commercial and non-profit enterprises and the buying and selling of goods and services.
52.08 - Finance and financial management services
This subseries comprises instructional program classes 52.0801 to 52.0899.
52.0801 - Finance, general
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.
Illustrative example(s)
- business finance
- finance
- financial management
Exclusion(s)
- accounting and finance(52.0304)
- banking and financial support services(52.0803)
- financial planning(52.0804)
- financial risk management(52.0810)
- financial services marketing(52.1908)
- public finance(52.0808)
52.0803 - Banking and financial support services
This instructional program class comprises any program that prepares individuals to perform a wide variety of customer services in banks, insurance agencies, savings and loan companies, and related enterprises. These programs include courses in communications and public relations skills, business equipment operation, and technical skills applicable to the methods and operations of specific financial or insurance services.
Illustrative example(s)
- banking and financial support services
Exclusion(s)
- credit management(52.0809)
- e-commerce(52.0208)
- finance(52.0801)
- financial investments(52.0807)
52.0804 - Financial planning and services
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.
Illustrative example(s)
- certified financial planner
- financial advisor
- financial planner
- financial planning
- financial services
- financial services management
- investment advisor
- personal financial planning
Exclusion(s)
- credit management(52.0809)
- finance(52.0801)
- financial investments(52.0807)
- life insurance(52.1701)
- urban planning(04.0301)
52.0806 - International finance
This instructional program class comprises any program that prepares individuals to manage international financial operations and related currency transactions. These programs include courses in international banking, international monetary and financial policy, money and capital markets, foreign exchange, risk analysis, and international cash flow operations.
Illustrative example(s)
- international finance
Exclusion(s)
- finance(52.0801)
- international business(52.1101)
- international development(45.0604)
- international economics(45.0605)
- international public policy(44.0504)
52.0807 - Investments and securities
This instructional program class comprises any program that prepares individuals to manage assets placed in capital markets, and related technical operations. These programs include courses in security analysis, debt and equity analysis, investment strategies, securities markets, computer-assisted research, portfolio management, portfolio performance analysis, and applications to specific investment problems and business situations.
Illustrative example(s)
- asset and wealth management
- Canadian securities
- financial investments
- financial securities
- investment management
- investments and securities
- securities
- stock broker
- stockbroker
Exclusion(s)
- finance(52.0801)
- investment advisor(52.0804)
- real estate(52.1501)
- security services administration(43.0112)
52.0808 - Public finance
This instructional program class comprises any program that prepares individuals to manage the financial assets and budgets of public sector organizations. These programs include courses in public trusts and investments; the laws and procedures used to plan, prepare and administer public agency budgets; and the preparation and analysis of public budget projections and policies.
Illustrative example(s)
- public finance
- public sector financial management
Exclusion(s)
- finance(52.0801)
- financial risk management(52.0810)
- public administration(44.0401)
52.0809 - Credit management
This instructional program class comprises any program that prepares individuals to perform and/or manage operations concerning personal and corporate credit, collateral, loan processing, and related financial agency communications. These programs include courses in general finance and banking principles, insurance, real estate, taxation, business laws and regulations, quantitative methods, financial computer systems applications, database management, communications skills, business and office management, and professional standards and ethics.
Illustrative example(s)
- commercial credit
- credit management
- mortgage broker
Exclusion(s)
- banking and financial support services(52.0803)
- finance(52.0801)
52.0810 - Financial risk management
This instructional program class comprises any program that focuses on the strategies used to define and manage acceptable financial risk for companies. These programs include courses in banking and bank regulations, derivative securities, interest rate and credit markets, financial engineering of systematic risk, and equity, bond, futures, and options markets.
Illustrative example(s)
- financial risk management
Exclusion(s)
- financial management(52.0801)
- public sector financial management(52.0808)
- risk management(52.0215)
52.0899 - Finance and financial management services, other
This instructional program class comprises any program not listed above that relates to Finance and financial management services.
Illustrative example(s)
- other finance and financial management services
- Date modified: