Financial Planning Program (Postgraduate) (B407)

PROGRAM
Financial Planning
CODE
B407
SCHOOL
School of Accounting and Finance
LOCATION
St. James Campus
DURATION
8 months (2 semesters)
STARTING MONTH
September, January
CREDENTIAL
Ontario College Graduate Certificate
YEAR OF STUDY
METHOD OF STUDY
FT
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 in Toronto provides students with the knowledge and skills to work in the field of financial services.

Full Program Descriptions

Description  

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

 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.

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 coned.georgebrown.ca.

Program Standards and Learning Outcomes  

Each George Brown College certificate, diploma, advanced diploma and graduate certificate program is expected to deliver specific program learning outcomes. Program learning outcomes are statements that describe the knowledge and skills that students are expected to demonstrate by the end of their program of study. Programs are designed to deliver both vocation or discipline-specific learning outcomes and more generic essential employability skills (including communication, numeracy, critical thinking and problem solving, information management, interpersonal and personal skills).

In addition to the aforementioned learning outcome requirements, College programs are required to provide students with exposure to a breadth of learning beyond their vocational field, to increase their awareness of the society and culture in which they live and work. This breadth requirement is addressed through additional mandatory General Education courses in the program curriculum.

To see the relevant program learning outcomes for your specific program of study, please visit georgebrown.ca/programs/learning-standards-and-outcomes

Course Outline

Required Courses 

In order to graduate from the B407 program, you need to complete 12 Mandatory courses.

Printable Curriculum Planner 2016-2017pdf file
Printable Curriculum Planner 2017-2018pdf file

SEMESTER 1

semester courses
Code Course Name Pre-requisite
MATH 4001 Math of Finance of 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

SEMESTER 2

semester courses
Code Course Name 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  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 georgebrown.ca/transferguide.

Designations

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

Tuition 

$4,027.00 *

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 2016. Fees are subject to change for programs starting in fall 2017 and at later dates.

Fees for external exams (Canadian Securities Course I and II, Financial Planning Standards Council Exam Level I) are not included.

Students or Graduates should visit the Financial Planning Standards Council website and the Canadian Securities Institute website for information regarding exam dates and fees.

Students wishing to become licensed to sell life insurance products in Ontario must complete the following steps:

  1. Apply for and pass (min. 60%) Oliver’s (or approved other) LLQP certification exam.
  2. Within 12 months of completing the certification exam, apply for and pass (min. 60%) the provincial exam.
  3. On passing the provincial exam, a provincial insurance license may be granted if the applicant is sponsored by a qualified company.

LLQP Exam Fees (subject to change):

  • Oliver’s certification exam: $50 + GST
  • Provincial Life Licensing exam: $99.75.  

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 Bachelor's Degree or demonstrated, relevant work experience (resume and references required).

English Proficiency

Applicants with international transcripts who do not provide English proficiency test results must test at the College level in the George Brown College English assessment to be considered for admission. In addition, applicants who are considered for admission to the program based solely on their work experience will be required to provide proof of English proficiency at the college level, and may be required to write the George Brown College English admission assessment.

Please visit georgebrown.ca/englishproficiency for more details.

Course Exemptions

Some college and university credits may qualify you for exemptions. Please visit georgebrown.ca/transferguide for more information.

International (Visa) Students

Visit the International Admissions page for more information.

Apply To  

Ontario Colleges

Student Success

Success Stories  

George Brown College Financial Planning Alumna, Jing Jing Yang

"George Brown certainly made me feel very welcome coming from a different background. Every time I visit the students’ centre, every time I talk to different professors or people at the school, they always make sure that I feel supported. As a recruiter now, I often go to different colleges, universities, and different job fairs. Last year we hired a George Brown graduate. This year we are in the process of hiring three more George Brown graduates. This program will not just prepare you for a job in a bank or a stock brokerage firm, it’ll just give you so much more." Hear more about Jing Jing Yang’s story in our video.

Jing Jing Yang (Graduate 2007, Financial Planning)

Contact Us

Contact Us  

Financial Planning (B407)

For inquiries related to this program (for example, course-specific information) please contact one of the Coordinators:

Michael Hlinka, Program Coordinator

Email:mhlinka@georgebrown.ca

 or

Carolyn Fallis, Program Coordinator

Email:cfallis@georgebrown.ca

 

Brent Cook, Interim Chair, School of Accounting and Finance

Email: bcook9@georgebrown.ca

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.