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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