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    Financial Planning

    Program Overview

    The Financial Planning program will provide you with the opportunity to obtain an Ontario Graduate Certificate in the field of financial planning in two semesters. The program will provide you with all educational requirements to challenge the Certified Financial Planner (CFP) exam. The program uses instruction materials from professional bodies to deliver courses. Material license fees for the courses (and examination fees) are mandatory and in addition to the regular tuition fees.

     

    PROFFESIONAL ASSOCIATION

    Accreditations gained as a result of successful completion of courses and industry exams include:

    • Canadian Securities Course (CSC)

    • Wealth Management Essentials (WME)

     

    Designations and licences that can be obtained as a result of completing preparatory courses and successfully writing the industry exams include:

    • Certified Financial Planner (CPF)

    BENEFITS

     

    PROGRAM HIGHLIGHTS

    Upon Completion of this program, graduates will be able to:

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

    • Compare, contrast and select financial products and services, investment planning and counselling services to clients, while adhering to industry standards

    • Effectively market financial services to clients to gain new and renewal business.

    •  Recognize potential tax and legal implications with a financial planning situation

     

     

    CAREER OUTLOOK

     

    A report by Toronto Board of Trade states that, with demographic changes and the need for regulation and associated with their studies and the CFP licence with:

    • Banks

    • Credit unions

    • Financial planning companies

    • Life Insurance companies

    • Mutual fund companies

    • Investments dealers

     

     

    At A Glance

    Upon completion of this program, graduates will be able to:

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

    • Successfully adhere to financial planning principles and industry standards

    • Prepare accurate and relevant financial plans, manually and electronically

     

     

    PROGRAM OUTLINE

     

    Semester 1

        Accounting for Managerial Decision Making

       Tax Planning

       Estate Planning and Risk Management

       Retirement Financial Planning

       CSC Preparaion1*

       Marketing

     

    Semester 2

       Financial Management

       Corporate Credit Management

       Certified Financial Planner (CFP) Preparation  Course

       CSC Preparation 2**

       Crafting and Executing Strategy

       Ethics and stakeholder Management

     

    Note: Students planning to complete their Certified Financial Planner (CFP) license are recommended to complete FINA – 739 and FINA – 7489. Students who have completed CSC Preparation courses are required to take the identified options.

     

       CSC preparation 1 OR

        Human Resources Management in Canada

        CSC Preparation 2 OR

        Management & Leadership  

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