Ontario College Advanced Diploma Business Administration - Financial Planning
Course Overview
This three-year advanced diploma program provides a direct pathway to a career in financial planning, equipping students with the technical knowledge required for professional certification. Graduates will be prepared to pursue the Qualified Associate Financial Planner™ (QAFP™) designation and are well-positioned to write key licensing exams for the Canadian securities, insurance, and mutual fund industries. The curriculum blends Conestoga-designed courses with industry-standard training to prepare students for roles in banking, wealth management, brokerage, and independent advisory practices.
Key Program Highlights
- Earn an Ontario College Advanced Diploma and meet the educational requirements for the FP Canada™ QAFP™ designation.
- Gain foundational knowledge essential for Canadian securities, insurance, and mutual fund licensing exams.
- Benefit from a unique curriculum that combines college courses with industry-standard training.
- Prepare for diverse career opportunities in banking, private wealth, insurance, and brokerage firms.
- Build a strong foundation for launching an independent practice as a financial planner.
Course Overview
This three-year advanced diploma program provides a direct pathway to a career in financial planning, equipping students with the technical knowledge required for professional certification. Graduates will be prepared to pursue the Qualified Associate Financial Planner™ (QAFP™) designation and are well-positioned to write key licensing exams for the Canadian securities, insurance, and mutual fund industries. The curriculum blends Conestoga-designed courses with industry-standard training to prepare students for roles in banking, wealth management, brokerage, and independent advisory practices.
Key Program Highlights
- Earn an Ontario College Advanced Diploma and meet the educational requirements for the FP Canada™ QAFP™ designation.
- Gain foundational knowledge essential for Canadian securities, insurance, and mutual fund licensing exams.
- Benefit from a unique curriculum that combines college courses with industry-standard training.
- Prepare for diverse career opportunities in banking, private wealth, insurance, and brokerage firms.
- Build a strong foundation for launching an independent practice as a financial planner.
Requirements
Modules
- Introduction to Accounting
- College Reading & Writing Across Contexts
- Business Computing Applications I
- Conestoga 101
- Introduction to Personal Finances
- Business Mathematics I
- Marketing I
- Organizational Behaviour
- Professional Writing Skills for Business
- Introduction to Economics
- Introductory Financial Planning
- Finance I
- Business Mathematics II
- Client Communications in Financial Services
- Ethical Practice in Financial Planning
- Canadian Securities Fundamentals I
- Financial Planning Essentials
- Business Law
- Insurance Fundamentals
- Customer Relationship Management Systems
- Canadian Securities Fundamentals II
- Tax for Financial Services
- Data Analysis and Advanced Functions
- Financial Planning Technical Knowledge, Analysis, and Application I
- Financial Planning Technologies
- Statistics
- Finance II
- Entrepreneurship for Financial Planners
- Financial Planning Capstone
- Financial Planning Technical Knowledge, Analysis, and Application II
- Emerging Trends in Financial Planning
