Graduate Certificate in Financial Planning

George Brown College - St. James Campus

Canada,Ontario

 7 Shortlist

8 Months

Duration

CAD 18,253/year

Tuition Fee

CAD 110 FREE

Application Fee

May 2025

Apply Date

Canada, Ontario

Type: College

Location Type: Urban

Founded: 1967

Total Students: 32,117 +

Int. Students: 4,900 +

Campus Detail

Main Campus Address

200 King St E, Toronto, ON M5A 3W8, Canada

Graduate Certificate in Financial Planning

Program Overview

The Financial Planning graduate certificate is an eight-month program that gives students the skills to help others reach their financial and lifestyle goals. Financial advisors, personal banking officers, and investment advisors are among the jobs graduates enjoy after this program.

With many financial services companies—such as banks, financial planning firms, and other financial institutions—eager to hire talent with an in-depth understanding of financial planning, the Financial Planning graduate certificate program offers a great opportunity for students looking to break into this field.

Here are some skills you’ll be able to show off after completion of the Financial Planning program:

  • Assessing a client’s current and future financial position based on their cash flow, budget, and net worth
  • Advising on critical topics like retirement, estate planning, insurance and risk management
  • Counselling a client on potential tax and legal implications of their financial plan
  • Creating a comprehensive financial plan for a client with complex needs

Program Learning Outcomes
The graduate has reliably demonstrated the ability to:

  • 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 counselling.
  • 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 communication styles and strategies.
  • Research market opportunities and implement a business plan in support of client needs, as well as student career choices.
  • Qualify to challenge the Certified Financial Planner (CFP™) and to be fully licensed with the IIROC/MFDA.
  • Provide recommendations and options to the public for managing risk involving life and health insurance products.