Duration

1 year

Starting Date

January, September

Tuition Fee

CAD 15,844 per year

Location

Kitchener – Doon & Milton – Parkhill Drive

About the program

Financial Planning Services from Conestoga College 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 educational requirements to challenge the Financial Planning Standards Council (FPSC) Level 1 and Level 2 Examinations (for CFP Professionals) 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.

Careers

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.

Courses Included

  • Insurance
  • Financial Planning Essentials
  • Entrepreneurship for Financial Planners
  • Canadian Securities
  • Financial Planning Applications
  • Financial Planning Technical Knowledge and Analysis
  • Tax Strategies For Financial Planners

Interested? Get started today!