麻豆原创

Overview

The Post-Degree Diploma in Financial Planning builds your knowledge of financial planning, taxation and investing that you鈥檒l need in order to become a Certified Financial Planner. You鈥檒l take finance courses in financial services marketing, Canadian securities, wealth management and more. In your second semester, you鈥檒l create a professional financial plan using four of the six financial components you鈥檝e learned through your education. When possible, cases will be sourced from current clients.

Two ways to get a practical education

Get essential career training that will prepare you for your future career with the Career Boost Program.

Complete projects in the modern workplace with the Business Internship Program.

Excellent job prospects

According to the Job Bank of Canada, over 23,000 job openings are expected between 2022 and 2031 in Canada.

Get licensed as a Qualified Associate Financial Planner or Certified Financial Planner

Completion of certain finance courses (listed in program requirements) satisfies the FP Canada Core and Advanced Curriculum requirements allowing you to challenge the Qualified Associate Financial Planner (QAFP) and the Certified Financial Planner (CFP) certification exams. Note that full certification also requires completion of relevant work experience as well as the FP Canada Introduction to Professional Ethics program and the Professional Education program.

CAREER PATHWAYS

Career opportunities include:

• Associate Advisor
• Bank Customer Service Associate
• Bank Teller/Banking Call Centre
• Bookkeeper
• Budget Analyst Intern
• Credit Counsellor
• Compliance Officer
• Estate/Trust Administrator
• Financial Advisor
• Trainee Financial Planner
• Loan Processor
• Mobile Mortgage Specialist
• Mutual Fund Sales Representative