Financial Planning Program (Postgraduate) (B407)

Financial Planning
School of Accounting and Finance
St. James Campus
8 months (2 semesters)
September, January
Ontario College Graduate Certificate
Looking for a career that will allow you to help others achieve their financial and lifestyle goals? The George Brown College Financial Planning graduate certificate program provides students with the knowledge and skills to work in the field of financial services.

Full Program Descriptions


George Brown College Financial Planning graduate certificate program provides students with the knowledge and skills to work in the field of financial services.

This George Brown College program meets the system-wide standards set by the Ministry of Training, Colleges and Universities (MTCU). You’ll learn about topics such as:

  • financial investment decisions and the principles of financial planning
  • determining the funds needed upon retirement, and the use of powers of attorney in estate planning
  • personal income tax liability and the rules associated with net income, taxable income, stock options, capital property and income splitting
  • insurance types and the appropriate insurance strategies in the context of risk management

For additional information about financial planning or the financial services sector in general, you may wish to visit the MTCU Labour Market Information web page at

b407 - Photo of students

Part Time Study Options  

We also offer evening courses and a part-time certificate program in Financial Planning. See the Continuing Education Course Guide at

Program Standards and Learning Outcomes  

The Ministry of Training, Colleges and Universities has established Program Descriptions for college programs of instruction which do not operate under a specific provincial Program Standard. The Program Description typically describes the program purpose (a brief description of the program, potential employment opportunities and general admission requirements) and program goals (similar to program-level learning outcomes, which guide the curriculum).

View Program Descriptions by program.

Source: Colleges of Applied Arts and Technology (CAAT) website

Course Outline

Required Courses 

In order to graduate, you need a total of 12 mandatory courses.

Printable Curriculum Planner 2015-2016 PDF icon


Code Courses Name (Mandatory) Pre-requisite
MATH 4001 Math of Finance and Investment None
FIN 4024 Canadian Investments I None
FIN 4004 Personal Financial Planning None
FIN 4005 Retirement Planning I None
LAW 4002 Business & Family Law None
FIN 4017 Income Tax Fundamentals None
FIN 4023 Career Planning None


Code Courses Name (Mandatory) Pre-requisite
FIN 4026 Insurance in Financial Planning FIN 4004
FIN 4025 Canadian Investments II None
FIN 4018 Income Tax Planning None
FIN 4010 Estate Planning FIN 4004
FIN 4012 Advanced Financial Planning Practice Successful completion of all semester one courses

Detailed course outlines

Careers and Post-Graduate Study Opportunities

Your Career 

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 (

There are many pathways into the Financial Planning Graduate Certificate B407 program including work, college programs and university programs. After graduating from the program, students can begin their career.

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 (

Information on the Canadian Securities Course and licensing requirements can be found at the Canadian Securities Institute website (

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.

Tuition and Fees


$3,783.00 *

Additional Cost 

* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in fall 2014. Fees are subject to change for programs starting in fall 2015 and at later dates.

International students: Visit the International Fees and Related Costs page for more information.

How to Qualify and Apply

Admission Requirements  

  • College Advanced Diploma (3-year) or University Degree or demonstrated experience.

English Proficiency

Applicants with international transcripts where English proficiency results are not supplied must test at the College level in the George Brown College English admissions assessment to be considered.

Please visit for more details.

Course Exemptions

Some college and university credits may qualify you for exemptions. Please visit for more information.

International students

Visit the International Admissions page for more information.

Apply To  

Ontario Colleges

Contact Us

Contact Us  

Centre for Business

Phone: 416-415-5000, ext. 2160


Our office hours are 9 a.m.–4 p.m.

For more information, you may also visit or call the George Brown College Contact Centre at 416-415-2000 (TTY 1-877-515-5559) or long distance 1-800-265-2002.

Visit Our Campus  

On-campus information sessions are held on a regular basis. Come and have your questions answered. Learn about the program content and career options. Meet your friendly professors and staff. Experience what it is like to be in a George Brown College classroom. Sign up for an upcoming session.
George Brown College is continually striving to improve its programs and their delivery. The information contained in this calendar is subject to change without notice. It should not be viewed as a representation, offer or warranty. Students are responsible for verifying George Brown College admission, graduation, and fee requirements as well as any requirements of outside institutions, industry associations, or other bodies that may award additional designations concurrently with, or after completion of, a George Brown College program.