A postgraduate financial planning certification program may be a good choice for individuals who wish to

  • Build careers with financial institutions
  • Plan their investments, debts and taxes and retirement on their own
  • Gain working knowledge about various financial products available in the market
  • Sell financial products and schemes independently without being associated with any company in particular
  • Obtain an eligibility and prepare to become Certified Financial Planners

The financial planning course typically runs for one year through two semesters and covers a wide range of subjects, in order to provide students with complete understanding of related concepts. It not only includes basic courses in accounting and tax planning but also covers advanced courses, such as estate planning, corporate credit management, retirement planning, risk management and strategy development. A strong emphasis is also laid on ethics and shareholders management education.

After Course Completion

Upon course completion, the graduates can either find employment with banks and other financial institutions or practice independently. They are responsible for helping individuals plan their financial futures and choose the right financial products according to their specific needs. They suggest them regarding

  • Where to invest in present to cover their retirement needs
  • Which financial product to buy for tax planning
  • What to do today to secure the futures of their children
  • Where to put money to put their children through college tomorrow
  • How to manage debts
  • What could be the legal implications of a specific financial situation
  • How to make a right decision when it comes to handling finances
  • How to plan effectively to meet long term goals

When they work with an organization, they are also expected to:

  • Source potential clients
  • Acquire new clients
  • Conduct financial researches
  • Answering the queries of clients
  • Meeting clients on regular basis
  • Helping clients build a portfolio of their financial investments
  • Stay abreast with the regulations pertaining to taxes and asset management

Where to Study Financial Planning in Canada?

A number of colleges offer financial planning programs in Canada. Unfortunately, not all fulfill your specific goals. Centennial College's one-year program in financial planning is considered to be one of the most precious programs in the country. It provides an edge over other programs because it

  • Provides students with all the educational requirements to challenge the CFP (Certified Financial Planner) exam
  • Makes use of instruction materials from professional bodies to deliver the course
  • Strictly adheres to industry standards
  • Includes CSC (Canadian Securities Course) preparation
  • Offers students an opportunity to study further and enroll into more advanced financial planning courses

In order to enroll in a postgraduate financial planning course, interested individuals need to fill an application form and submit a copy of college diploma or university degree certificate, and a proof of English proficiency. Candidates with partial post-secondary education (minimum two years) with relevant experience can also apply for this program. All applicants may need to take an assessment of numeracy skills.