Variant of CIP 2000 - NGS University-level Historical Groupings

1 - Commerce, Management and Public Administration

11 - Commerce, Management and Public Administration

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.

• Example Program Names:

  • Business finance
  • Finance
  • Financial management

• Exclusion

  • Accounting and finance(52.0304)
  • Banking and financial services(52.0803)
  • Financial services(52.0804)
  • 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.

• Example Program Names:

  • Bank teller
  • Banking and financial services

• Exclusion

  • E-commerce(52.0208)
  • Finance(52.0801)
  • Financial investments(52.0807)
  • Credit management(52.0809)

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.

• Example Program Names:

  • Certified financial planner
  • Financial planning
  • Financial services
  • Financial services management
  • Personal financial planner
  • Professional financial planner

• Exclusion

  • Urban planning(04.0301)
  • Finance(52.0801)
  • Financial investments(52.0807)
  • Life insurance(52.1701)

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.

• Example Program Names:

  • International finance

• Exclusion

  • International development(45.0604)
  • International economics(45.0605)
  • Finance(52.0801)
  • International commerce(52.1101)

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.

• Example Program Names:

  • Asset and wealth management
  • Canadian securities
  • Financial investments
  • Financial securities
  • Investment advisor
  • Investment management
  • Investments
  • Investments and securities
  • Securities

• Exclusion

  • Securities services administration(43.0112)
  • Financial planning(52.0804)
  • Real estate(52.1501)

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.

• Example Program Names:

  • Public finance

• Exclusion

  • Public administration(44.0401)
  • Finance(52.0801)

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.

• Example Program Names:

  • Credit management

• Exclusion

  • Finance(52.0801)
  • Banking and financial services(52.0803)

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.