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.
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)
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
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:
Financial planning companies
Life Insurance companies
Mutual fund companies
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
Accounting for Managerial Decision Making
Estate Planning and Risk Management
Retirement Financial Planning
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