Ontario College Graduate Certificate Financial Planning Services

Offer response
4 - 6 weeks after your application is submitted
Backlogs accepted
This course accepts backlogs
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Course Overview

This intensive eight-month Graduate Certificate program equips you with the specialized skills and knowledge to launch a successful career in Canada's robust financial services sector. You will be prepared for diverse roles in banking, insurance, wealth management, and financial planning, with a curriculum designed for both client-facing and back-office positions. Upon graduation, you will be eligible to write the prestigious CFP® exam to become a Certified Financial Planner.

Key Program Highlights

  • Eligibility to write the CFP® exam, a premier designation in financial planning
  • Comprehensive preparation for diverse roles in banking, insurance, and wealth management
  • Practical, industry-focused curriculum developed for the Canadian financial sector
  • Accelerated eight-month format for a fast track to a new career
  • Development of skills for both client-facing advisory and essential back-office positions

Requirements

The requirements may vary based on your selected study options.





















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Offer response
4 - 6 weeks after your application is submitted
Backlogs accepted
This course accepts backlogs