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Financial Planning

Description

If you are pursuing a professional financial planning designation, or working in the banking and financial services industry, this certificate has been developed for you.  Courses are offered in cooperation with the Canadian Institute of Financial Planning (CIFP) and are accredited by the Financial Planners Standards Council of Canada.  Graduates must also successfully complete the four (4) hour CIFP preparation exam in order to qualify to write the first CFP exam through the Financial Planners Standards Council.  You can also study the Financial Planning Management summary course at Seneca that includes the four hour CIFP preparation exam.
 
 
Entry Requirements
 
Applicants should have Ontario Secondary School Diploma (Grade 12) with Grade XII English and Mathematics. Students will require strong general math skills with an emphasis on financial calculations.

 
 
CURRICULUM
 
RFC401  Retirement Planning
RFC402  Income Tax Planning
RFC403  Strategic Investment Planning
RFC404  Risk Management and Estate Planning
 
 
Other Interest Courses
 
FCA102  Anti-Money Laundering Administration
FCA170  Detection and Prevention of Fraud
FCA172  Money Laundering and Asset Tracing 


Note: Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.
 

Overview

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  • Institution: Seneca Polytechnic
  • Program type: Certificat
  • Language: English
  • Program Code: RFC
  • Delivery Method: Entièrement en ligne/à distance

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Disclaimer:
Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.