
Ontario College Graduate Certificate in Financial Planning Services
Financial Planning Services from Conestoga College 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.
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












