Graduate Certificate Program Financial Planning - Posgrado en Planificación Financiera
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Presencial
The Financial Planning program at Centennial College is for you if you have already completed a post-secondary education and wish to enter the financial planning field in just two semesters.
The program will use instruction materials from professional bodies to deliver the courses through a balance of theory and hands-on training in small sized classrooms that allow for much interaction. It will also provide you with most of the educational requirements to challenge the Certified Financial Planner (CFP) exam.
Academic Requirements
University degree or a two-year or three-year college diploma in a related discipline (marketing or economics, etc.)
We will consider applicants who have a partial university degree (50% complete) and who have a minimum of two years work experience relevant to the program.
Semester 1
Accounting for Managerial Decision Making
Tax Planning
Estate Planning and Risk Management
Retirement Financial Planning
CSC Preparation 1*
Marketing
*FINA 739 - CSC Preparation 1 or
HRPD 401 - Human Resources Management in Canada
Semester 2
Financial Management
Corporate Credit Management
Certified Financial Planner (CFP) Preparation Course
CSC Preparation 2**
Crafting and Executing Strategy
Ethics and Stakeholder Management
**FINA 749 - CSC Preparation 2 or
MGMT 704 - Management & Leadership
Note: Students planning to complete their Certified Financial Planner (CFP) license are recommended to complete FINA 739 and FINA 749. Students who have completed the CSC Preparation Courses are required to take the identified options.
Certified Financial Planner
Wealth Management Officer
Financial Advisor
Financial Analyst
Chartered Financial Consultant
Investment Advisor
Insurance Broker
Areas of Employment
Finance
Insurance
Security & Commodity Brokerages
Banks
Financial Investment Firms
Investment Advisory Firms
Financial Planning
Mutual Funds