Please visit the International Application Deadline page to find out when applications may be available.
The Post-Degree Diploma in Financial Planning builds your knowledge of financial planning, taxation and investing that you’ll need in order to become a Certified Financial Planner. You’ll take finance courses in financial services marketing, Canadian securities, wealth management and more. In your second semester, you’ll create a professional financial plan using four of the six financial components you’ve learned through your education. When possible, cases will be sourced from current clients.
Two ways to get a practical education
Get essential career training that will prepare you for your future career with the Career Boost Program.
Complete projects in the modern workplace with the Business Internship Program.
Excellent job prospects
In the next ten years, over 22,300 finance job openings are expected in Canada. Financial advisors are especially in demand as companies look to these experts to identify opportunities for business growth.
Get licensed as a Qualified Associate Financial Planner or Certified Financial Planner
Completion of certain finance courses (listed in program requirements) satisfies the FP Canada Core and Advanced Curriculum requirements allowing you to challenge the Qualified Associate Financial Planner (QAFP) and the Certified Financial Planner (CFP) certification exams. Note that full certification also requires completion of relevant work experience as well as the FP Canada Introduction to Professional Ethics program and the Professional Education program.
Applicants must meet the admission requirements listed below:
You can get an average cost for your program - tuition and student fees, books, uniforms, lab fees etc - on the Program Cost page.
Only programs approved for student loan funding are listed on the Program Cost page. For all other programs, refer to the Tuition Fee page.
Graduation Requirements
Course Requirements:
| Course Number | Course Title | Credits |
| Required Courses | ||
ACCT 1235* |
Principles of Introductory Financial Accounting I and II (see note (1) below) | 3.00 |
| CSIS 1190 | Excel for Business | 3.00 |
| Personal Finance I (CFP) | 3.00 | |
|
Select one of the following two options: (see note (2) below) |
||
| FINC 2340* | Corporate Finance | 3.00 |
| Introduction to Corporate Finance | 3.00 | |
| Required Courses | ||
| FINC 3390* | Security Analysis (CFP) | 3.00 |
| ACCT 3370* | Income Tax I (CFP) | 3.00 |
| FINC 3300 | Personal Finance II (CFP) | 3.00 |
| Select three courses from the following options: | ||
| BLAW 3730 | Corp. and Financial Plan. Law | 3.00 |
| ACCT 3470 | Income Tax II | 3.00 |
| MARK 3500 | Financial Services Marketing | 3.00 |
| FINC 4370 | Financial Planning Capstone (CFP) | 3.00 |
| FINC 4360 | Portfolio Management Techniques | 3.00 |
| Total Credits | 30.00 | |
Notes
*A minimum grade of "C" is required for this course because it is a pre-requisite to further courses.
The courses listed below satisfy the FP Canada™ Core and Advanced Curriculum requirements leading to QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP™) and CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
Program Guidelines for previous years are viewable by selecting the version desired. If you took this program and do not see a listing for the starting semester / year of the program, consider the previous version as the applicable version.
Career opportunities include: