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GEORGE BROWN FULL-TIME PROGRAMS GUIDE 2010-2011


Financial Services

Financial Planning Program (Postgraduate)

Program Code: B407
Program Length: 8 months (2 semesters)
Starting: September, January
Certification: Ontario College Graduate Certificate
Location: St. James Campus
Apply to: ontariocolleges.ca

Admission Requirements and Fees

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Student success in college requires well developed learning skills and attitudes (such as being able to work independently, participate in a team, be well-organised, develop good work habits, and show initiative). These skills are as important as prior academic achievement. Applicants should have thoroughly developed these skills and attitudes before beginning their college programs.

List of Courses

Check the availability and status of this program: 2010/2011 Start Dates
2009/2010 Start Dates

Note: Due to ongoing program improvements courses are subject to change without notice.

FAST-TRACK TO A GREAT CAREER IN FINANCIAL PLANNING

The demand for qualified personal financial planners has increased significantly as more and more individuals seek advice on how to achieve their lifestyle goals. George Brown College’s postgraduate Financial Planning program is ideal for individuals who have a financial, accounting or business background and want to move quickly into this exciting and growing field.

PREPARE FOR DESIGNATION

Our program enables you to work towards:

  1. Completing the Canadian Securities Course through the Canadian Securities Institute (see www.csi.ca for details of requirements and costs).
  2. Writing the Certified Financial Planner (CFP™) examination leading to the CFP designation awarded by the Financial Planners Standards Council (FPSC) (see www.fpsccanada.org for details of requirements and costs).

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.

INDUSTRY-READY SKILLS

In two semesters, through this industry-accredited program, you will be fully qualified to advise clients about investments, retirement, trusts, taxation and insurance:

  1. Construct financial plans customized to meet the goals and objectives of your clients.
  2. Implement strategies to assure that goals and objectives are reached.
  3. Monitor financial plans of your clients to measure progress against goals and objectives.

The unique structure of this program increases your marketability in one of Toronto’s fastest growing employment sectors.

FUTURE STUDY OPTIONS

For information on additional future study options, see transferguide.georgebrown.ca.

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 coned.georgebrown.ca.

YOUR CAREER

Financial services companies are seeking trained professionals for this rapidly expanding industry. Upon graduation you may find employment as a:

  • Personal Financial Advisor
  • Financial Planner
  • Investment Advisor
  • Securities Dealer

See Sample Career Opportunities for Grads.

George Brown College students in the class

REQUIRED COURSES

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

Below are the Curriculum Planners. The course Outline for each course can be accessed by clicking on the course name.

Curriculum Planner Start Date: 2010-2011

SEMESTER 1

Courses (Mandatory) Course Code Pre-requisite

Math of Finance and Investment

MATH 4001 None

Canadian Securities I

FIN 2001 None

Personal Financial Planning

FIN 4004 None

Retirement Planning I

FIN 4005 None

Business & Family Law

LAW 4002 None

Professional Practice

FIN 4013 None

SEMESTER 2

Courses (Mandatory) Course Code Pre-requisite

Risk Management

FIN 4007 FIN 4004

Canadian Securities II

FIN 2002 FIN 2001

Estate Planning

FIN 4010 FIN 4004

Advanced Financial Planning Practice

FIN 4012 None
Income Tax Planning FIN 4014 None
Exam Preparation FIN 4020 None

Printable version Curriculum Planner Start Date (2009-2010) (This PDF file* opens a new window)

Not all courses will be offered every semester – Contact Program Coordinator for further information.

For more information
Call George Brown School of Financial Services
at 416-415-5000, ext. 2160
E-mail:

For updated information and course descriptions, call 416-415-2000 (TTY 1-877-515-5559) or long distance 1-800-265-2002.

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 completions of, a George Brown College program.

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Revised: November 6, 2009



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