Financial Planning Services

Completion of Conestoga’s Financial Planning Services accelerated two-term program will allow students to obtain an Ontario College Graduate Certificate in the field of financial planning. The program will provide students with all the technical educational requirements leading to the Qualified Associate Financial Planner™ designation and Certified Financial Planner® designation, through FP Canada™, and optional licensing opportunities with industry regulators such as the Investment Industry Regulatory Organization of Canada (IIROC), the Mutual Fund Dealer Association (MFDA) and the Financial Services Commission of Ontario (FSCO) for insurance licensing purposes. The progressive course of study combines courses designed at Conestoga with those originating from industry standard setting organizations to prepare students for employment opportunities in banking, insurance, private wealth, brokerage and/or independent practice.

What You’ll Learn

• Integrate ethical decision-making processes into all aspects of the financial planning profession.
• Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
• Prepare accurate and relevant financial plans manually and electronically.
• Integrate economic and personal information necessary for effective financial planning decisions.
• Compare, contrast and select, from appropriate financial products and services, investment planning and counselling services for the public according to industry standards, including taxation.
• Effectively market financial products through the development of an inventory of prospective clients, following up with individual sales strategies in pursuit of new and renewal business.
• Recognize potential tax and legal implications within a financial planning situation.
• Identify and apply written and verbal client-focused communications styles and strategies.
• Research market opportunities and implement a business plan in support of client needs, as well as student career choices.
• Provide recommendations and options for managing risk involving life and health insurance products.