COURSE CURRICULUM

The Financial Planning graduate certificate program provides students with a comprehensive foundation in financial services, preparing them for careers in client-facing and advisory roles within banks, insurance companies, trust firms, and wealth management organizations. Over the two semesters, students develop expertise across a broad spectrum of financial planning topics, beginning with career development and foundational financial management, including personal income tax planning and the use of financial planning software. Core courses such as the Canadian Securities Course I and II equip students with essential investment knowledge, while modules on retirement, education, risk management, and estate planning build the skills necessary to design tailored financial strategies for diverse client needs. Students also explore advanced topics, including investment planning, financial planning behavior, and advanced financial planning techniques, enabling them to make informed recommendations and assess complex financial situations. Practical application is emphasized through the field placement in financial planning, where students gain real-world experience and develop interpersonal, communication, and relationship management skills crucial for client interactions. Throughout the program, learners cultivate critical thinking, analytical, and collaborative abilities through case studies, software applications, and interactive projects. Graduates emerge with the expertise, confidence, and practical experience required to succeed as professional financial planners, advisors, or consultants in Canada’s dynamic financial services industry.