Financial Planning Program

The Financial Planning graduate certificate is an eight-month online program designed to prepare students for careers in the financial services industry. Through a flexible combination of live interactive sessions and self-paced learning, the program helps working professionals develop the knowledge and skills needed to assess clients’ financial positions and create strategies that support their financial and lifestyle goals.

Students explore personal and retirement planning, Canadian investments, income tax, estate planning, insurance, risk management, and business and family law. The program also develops practical skills in creating comprehensive financial plans and advising clients on complex financial, tax, and legal considerations. Graduates can pursue opportunities with banks, financial planning firms, and other financial institutions, with potential pathways toward investment advisor and financial planner roles.

Admission Requirements

What You’ll Learn