Professional Financial Services
Description
PROGRAM DETAILS
Program Code: FSP1
Credential: Ontario College Graduate Certificate
Duration: 30 weeks
Full Time Offerings - online
- 2025 September
Part Time Offerings
- 2025 January
- 2025 September
PROGRAM OVERVIEW
This one-year post-grad program is designed for university and college graduates looking for a career in financial services. You'll learn about personal financial management, tax and retirement planning, insurance, investment and estate planning. You’ll also study the importance of people skills - critical for working with clients, evaluating their needs and offering financial advice.
YOUR LEARNING EXPERIENCE
A part-time, online (asynchronous) version of this program is available.
Professional Financial Services is a one-year Ontario College Graduate Certificate program designed to leverage a university or college credential in any discipline by providing a fast track to a career as a professional financial planner. An intensive curriculum prepares graduates to provide clients with professional advice to build wealth and ensure financial security through setting goals, managing finances, minimizing tax, managing life's risks, and building investment portfolios, as well as customer relations and providing products to clients.
The program will also provide the opportunity to complete educational components of industry designations including:
- Qualified Associate Financial Planner (QAFP™)
- Certified Financial Planner (CFP®) Note: an approved degree is a requirement in 2022
- Personal Financial Planner (PFP®)
- Registered Retirement Consultant (RRC)
You’ll also complete the Canadian Securities Course (CSC) and Life License Qualification Program (LLQP) courses related to industry licensing.
ADMISSION REQUIREMENTS
- A Two- or Three-Year College Diploma, or a Degree (Note: minimum 'C+' average or cumulative 2.5 GPA)OR
- Acceptable combination of related work experience and post-secondary education as judged by the College* OR
- Five years of work experience in the Financial Services Industry as judged by the College to be equivalent
*Note: *Applicants may be required to submit a resume and cover letter that includes details of work experience.
COURSES:
LEVEL 1
Take all of the following Mandatory Courses:
- FINA-6012 Canadian Securities 1
- FINA-6026 Professional Financial Planning
- INSR-6001 Insurance Planning
- FINA-6010 Financial Business Development
- FINA-6008 Professional Retirement Planning
- FINA-6003 Consumer Credit
LEVEL 2
Take all of the following Mandatory Courses:
Take all of the following Mandatory Courses:
Group 1
- FINA-6013 Canadian Securities 2
- LAWS-6014 Law, Ethics & Conduct
- FINA-6009 Trust & Estate Planning
- FINA-6027 Comprehensive Financial Planning
- FINA-6005 Taxation & Tax Planning
Group 2
Students will be enrolled in one of the following courses:
MGMT-3059 or INNV-6001
MGMT-3059 or INNV-6001
- MGMT-3059 Strategic Client Engagement
- INNV-6001 Innovation Applications
Note: Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.
Related Courses
- Consumer Credit
- Taxation & Tax Planning
- Professional Retirement Planning
- Trust & Estate Planning
- Financial Business Development
- Professional Financial Planning
- Insurance Planning
- Law, Ethics & Conduct
- Strategic Client Engagement
- Canadian Securities 1
- Canadian Securities 2
- Comprehensive Financial Planning
- Innovation Applications
Overview
- Institution: Fanshawe College
- Program type: Certificat post-diplôme
- Language: English
- Program Code: FSP1
- Delivery Method: Entièrement en ligne/à distance
Disclaimer:
Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.
Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.