Financial Planning Services

Program Overview:

Completion of this accelerated two-term program will allow students to obtain an Ontario College Graduate Certificate in the field of financial planning. The program will provide students with all of the technical educational requirements leading to the Qualified Associate Financial Planner™ designation and Certified Financial Planner® designation, through FP Canada™, and optional licensing opportunities with industry regulators such as the Investment Industry Regulatory Organization of Canada (IIROC), the Mutual Fund Dealer Association (MFDA) and the Financial Services Commission of Ontario (FSCO) for insurance licensing purposes. The progressive course of study combines courses designed at Conestoga with those originating from industry standard setting organizations to prepare students for employment opportunities in banking, insurance, private wealth, brokerage and/or independent practice.

Admission Requirements:

• GPA: 60% or above

• IELTS: Overall 6.5 no band below than 6.0

• PTE: Overall 63 with no band below than 60

Tuition Fee: Click here

Learning Outcomes:

1. Integrate ethical decision-making processes into all aspects of the financial planning profession.

2. Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.

3. Prepare accurate and relevant financial plans manually and electronically.

4. Integrate economic and personal information necessary for effective financial planning decisions.

5. Compare, contrast and select, from appropriate financial products and services, investment planning and counselling services for the public according to industry standards, including taxation.

Career Outlook:

Graduates of the program are qualified to work in a variety of financial sector positions. These include banks, trust companies, insurance companies, mutual/fund investment companies, full-service and discount brokerage firms, as well as financial planning firms.

Program Intake: January, May & September

For More Details Visit Us.