MEMO
    Dean of
    Graduate Studies
    STREET ADDRESS
    Maggie Benston Student
    Services Centre 1100
    Burnaby BC V>A 1S6
    Canada
    MAI1.INC. ADDK ESS
    8888 University Drive
    Burnaby BC VsA [Sfi
    Canada
    SFU
    S.12-98
    TO
    Senate
    TEL
    :, Dean, Graduate Studies Ci^^O-i^l^*^
    FROM Wade Parkhouse
    RE Beedie School of Business
    GS2012.08]
    CC Colleen Collins
    DATE 17 May 2012
    For information:
    Acting under delegated authority at its meeting of 14 May 2012, SGSC approved the
    following curriculum revision:
    Effective Date is January 2013
    Beedie School of Business
    [GS2012.08]
    Global Asset and Wealth Management
    (GAWM) Program (Dissolved S.12-57)
    i) Deletion of courses exclusively related to GAWM:
    BUS 804-3 Strategic analysis for Wealth Management
    BUS 806-2 Client Relationship and Leadership Effectiveness I
    BUS 807-2 Client Relationship and Leadership Effectiveness II
    BUS 808-2 Client Relationship and Leadership Effectiveness Practice
    BUS 811-3 International Security Analysis and Portfolio Management
    BUS 812-3 Tax and Estate Planning
    BUS 813-2 Ethics, Wealth Management and the Securities Industry
    BUS 819-3 Final Project for GAWM Students
    Senators wishing to consult a more detailed report of curriculum revisions may do so by going
    to Docushare: https://docushare.sfu.ca/dsvveb/View/Collection-12682
    If you are unable to access the information, please call 778-782-3168 or email
    shellev gair@sfu.ca.
    SIMON FRASER UNIVERSITY
    ENGAGING THE WORLD

    4/11/12
    SFU Connect
    SFU Connect
    sheilagh@sfu.ca
    Re: feedback please-GAWM Senate inactive
    From
    : Colleen Collins <colleen.collins@sfu.ca>
    Wed, Apr 11, 2012 03:17 PM
    Subject:
    Re: feedback please-GAWM Senate inactive
    To : Sheilagh MacDonald <sheilagh@sfu.ca>
    Cc
    : Sharan Girn <sharang@sfu.ca>
    Reply To
    : Colleen Collins <colleen.collins@sfu.ca>
    Shelagh, the list below are the courses that belonged only to gawm - the attached list
    include courses that were shared with mfrm. so on the attached list the ones that are
    checked or marked delete are the same as the list below and should be deleted
    Colleen
    From:
    "Sheilagh
    MacDonald"
    <sheilagh@sfu.ca>
    To: "Colleen Collins" <dodd@sfu.ca>
    Cc:
    "Sharan Girn" <sharang@sfu.ca>
    Sent:
    Wednesday, 11 April, 2012 11:52:47
    Subject:
    feedback please-GAWM Senate inactive
    Hi Colleen,
    do you want to delete (make "Senate Inactive") all the attached GAWM courses?
    Can you get back to me as soon as possible?
    The dissolution of GAWM was approved at the March SCUP. All courses linked only to
    GAWM need to go to the May Senate for deletion.
    You gave us the following list. Mary Ann pulled another from SIMS (see attached). They
    don't match so we need to check what stays/what goes.
    GAWM courses to delete:
    Bus 804
    Bus 806
    £
    Bus 807
    Bus 808
    Bus 811
    Bus 812
    Bus 813
    Bus 819
    ittps://connect.sfu.ca/zimbra/h/printmessage?id=166405

    Program Requirements
    Students are required to maintain a minimum 3.0 grade point average (B
    grade) and will complete 40 units from the following list.
    • BUS 802-3 Foundations of Financial Economics
    • BUS 803*3 Financial Econometrics
    y
    BUS 804-3 Strategic Analysis ForWealth Management
    • BUS 805-3 Capital Markets
    *** BUS 806-2 Client Relationship And Leadership Effectiveness I
    f
    BUS 807-2 Client Relationship And Leadership Effectiveness II
    s*'
    BUS 808-2 Client Relationship and Leadership Effectiveness Practice
    • BUS 809-3 Equity Security Analysis and Portfolio Management
    BUS 810-3 Fixed Income Security Analysis and Portfolio Management
    \A
    „BUS 811-3 International Security Analysis and Portfolio Management
    l/<' BUS 812-3 Tax and Estate Planning
    J.t r
    . BUS 813-2 Ethics, Wealth Management and the Securities Industry
    • BUS 814-3 Derivative Securities
    • BUS 816-3 Investment Policy
    cL-ul,
    . BUS 819-3 Final Project for GAWM Students

    Master of Business Administration (Global Asset and Wealth M... Page 1 of 2
    Simon Fraser University
    Academic Calendar > Business > Master of Business Administration (Global Assel and Wealth Management) Program
    Master of Business Administration (Global Asset and Wealth Management) Program
    Beedie School of Business
    Simon Fraser University Calendar 2012 Summer
    The GlobalAsset and Wealth Management program (GAWM) was designed with the financialcommunity to provide expertise in engineering
    and architectural aspects of investment management. Students obtain engineering skills through courses in economic theory and the science of
    asset allocation and security selection. They will develop skills in the architectural side of investment management through courses in dient
    relationship management, interpersonal communication, investment counselling and estate planning. Internships within the financial services
    community may be available to outstanding students who are enrolled in the fulltime GAWM program.
    Admission Requirements
    Applicants must have an undergraduate degree in business, commerce, economics, a professional designation such as a CFA. or successful
    completion of Simon Fraser University's graduate diploma in business administration (GDBA). In addition, applications are considered based on
    the following.
    • two to three years of work experience in the financial services industry
    • a graduate
    management admission test (GMAT) score report
    • three letters of reference from colleagues, supervisors or significant clients
    • demonstrated English proficiency if an applicant has not graduated from an English speaking university or the applicant's first language
    is not English
    • in-person or
    telephone interview by the admissions committee
    Application
    To apply, the following documentation is required.
    • Simon Fraser University's
    application foradmission to the GAWM MBA
    • officialtranscripts of undergraduate grades (mailed directly from the granting institution)
    • three confidential letters of reference (mailed directly from the referees)
    • GMAT (graduate
    management admission test) results
    • TOEFLand IELTS test scores, if applicable. Applicants must complete the test of Englishas a ForeignLanguage (TOEFL)if their first
    language is not English and/or their national language is other than English. The minimum University requirements for test scores is:
    IELTS (InternationalEnglish Language Testing System) with a minimum score of 7 on the academic modules: or TOEFL iBT (Test of
    English as a Foreign Language internet based test) with an overall score of 88 or betterwith a minimum score of 20 in each of the four
    components (listening, speaking, writing, reading); or TOEFL CBT (Test of English as a Foreign Language
    Computer-based Test) with a
    minimum score of 230 including a
    minimum essay score of 5.
    • a recent passport style photograph
    Program Requirements
    Students are required to maintaina minimum 3.0 grade point average (B grade) and willcomplete 40 units from the following list.
    • BUS 802-3 Foundations of Financial Economics
    • BUS 803-3 Financial Econometrics
    *•
    BUS 804-3 Strategic Analysis ForWealth Management
    • BUS 805-3 Capital Markets
    \d
    BUS 806-2 Client Relationship And Leadership Effectiveness I
    iP'tiijS
    807-2
    Client
    Relationship
    And
    Leadership
    Effectiveness
    II
    •^tillS 808-2 Client Relationship and Leadership Effectiveness Practice
    • BUS 809-3 Equity Security Analysis and Portfolio Management
    • BUS 810-3 Fixed Income Security Analysis and Portfolio Management
    W^BUS 811-3 International Security Analysis and Portfolio Management
    \^BUS 812-3 Tax and Estate Planning
    v»BUS 813-2 Ethics. Wealth Management and the Securities Industry
    • BUS 814-3 Derivative Securities
    • BUS 816-3 Investment Policy
    yf
    BUS 819-3 Final Project for GAWM Students
    Academic Requirements within the Graduate General Regulations
    Ail graduate studentsmust satisfythe academicrequirements that are specified in the Graduate General Regulations (residence, course work,
    academic progress, supervision, researchcompetence requirement, completion time, and degree completion), as well as the specific
    requirements forthe program in which they are enrolled, as shown above.
    http://students.sfu.ca/calendar/business/MBA-global-asset-wealth-... 5/2/2012

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