Financial services companies, including banks, financial planning firms and other financial institutions, are seeking individuals with knowledge of financial planning. Graduates of the program have found employment as:
- Financial Advisor/Planner
- Financial Services Representative
- Personal Banking Officer
- Investment Advisor
Note: While the Financial Planning graduate certificate will help you build many of the skills needed in these roles, further designations or credentials may also be required. To learn more about the career possibilities and educational requirements, you may wish to visit the Toronto Financial Services Alliance website (www.financialservicescoe.com).
Future Study Options
For information on future study options, see
Graduates of this program may wish to pursue other designations or credentials in the financial services sector.
The Financial Planning Examination Level 1 is a required step toward obtaining a Certified Financial Planner (CFP®) designation. More information on the CFP® designation and its requirements may be obtained at the Financial Planning Standards Council website (http://fpsc.ca).
Information on the Canadian Securities Course and licensing requirements can be found at the Canadian Securities Institute website (https://www.csi.ca/student/en_ca/home.xhtml).
Note: The requirements for each designation/certification are set by the granting body, not George Brown College. In order to qualify for any of these designations/certifications, you need to follow the process listed on its website and meet all the requirements applicable to you.