Graduate Certificate Program Financial Planning - Posgrado en Planificación Financiera

The Financial Planning program at Centennial College is for students who have already completed a post-secondary education and wish to enter the financial planning field in just two semesters.

This Business Graduate Certificate program uses instructional materials from professional bodies to deliver financial planning courses. A balance of theory and hands-on training in small sized classes allows for much interaction. The offering also provides you with most of the educational requirements to challenge the Certified Financial Planner (CFP) exam and is a pathway to the Canadian Securities Course (CSC) credential.

Academic Requirements:
University degree or college advanced (three-year) diploma in a business related discipline (marketing, economics, etc.)
We will consider applicants who have a two-year college diploma or partial (minimum 75%) university degree completion and who have a minimum of two years work experience relevant to the program (transcript and resume review required)

Additional Requirements:
Proof of English proficiency
An assessment of numeracy skills may be requested

Start Date:Fall, Winter, Summer

Semester 1
Accounting for Managerial Decision Making
Tax Planning
Estate Planning and Risk Management
Retirement Financial Planning
CSC Preparation 1*
Marketing

Semester 2
Financial Management
Corporate Credit Management
FPSC Approved Capstone Course
CSC Preparation 2**
Crafting and Executing Strategy
Ethics and Stakeholder Management

Certified financial planner
Wealth management officer
Financial advisor
Financial analyst
Chartered financial consultant
Investment advisor
Insurance broker