Financial Planning and Wealth Management


Degree:Post Graduate

University: Lambton College
City : Sarnia, Ontario, Canada
Country : Canada
Duration : 2 Years

Program Overview:

The Financial Planning & Wealth Management Graduate Certificate program prepares university and college graduates for an exciting and rewarding career in the financial services sector. Students will gain specialized career expertise, technical knowledge and selling skills required to work in banks, credit unions, mutual fund companies, investment dealers, stock brokerages, independent financial planning firms and insurance companies. The final term of study includes a co-op in the financial services industry so that students can gain experience through practical work or through an Applied Project.

Admission Requirements:

  • IELTS of 6.5 with no band lower than 6.0

  • GPA: 2.4 or above

  • PTE: No band below 60

Tuition Fee: Click Here

Career Outlook:

In the financial services industry there are several sectors where a graduate can be employed on an entry-level basis. These sectors include: banking, credit unions, mutual funds, investment dealers, stock brokerages, independent financial planning and insurance. Roles may include personal bankers, customer service associates, financial advisors or planners, insurance agents or brokers, financial planning support associates, investment advisors, and financial or credit analysts.

Upon graduation, many graduates choose to earn the Certified Financial Planner® or Qualified Associate Financial Planner® designations with FP Canada™, which require further courses, examinations, and/or work experience, all of which involve additional costs.

Program Intake: Jan, May & September

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