Financial Planning

Program Overview:

The Post-Degree Diploma in Financial Planning builds your knowledge of financial planning, taxation and investing that you’ll need in order to become a Certified Financial Planner. You’ll take finance courses in financial services marketing, Canadian securities, wealth management and more. In your second semester, you’ll create a professional financial plan using four of the six financial components you’ve learned through your education. When possible, cases will be sourced from current clients.

Admission Requirement:

• GPA: 2.4 or above

• IELTS: Overall 6.5 with no band lower than 6.0

Tuition Fee: Click here

Career Outlook:

Career opportunities include:

• Associate Advisor 

• Bank Customer Service Associate 

• Bank Teller/Banking Call Centre 

• Bookkeeper 

• Budget Analyst Intern 

• Credit Counsellor

• Compliance Officer 

• Estate/Trust Administrator 

• Financial Advisor 

• Trainee Financial Planner

• Loan Processor 

• Mobile Mortgage Specialist 

• Mutual Fund Sales Representative

Program Intake: January, May & September

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