Financial Planning Program

  • Program Name:
    Financial Planning
  • Code: B407
  • Credential:
    Ontario College Graduate Certificate
  • Method of Study:
  • Duration:
    8 months (2 semesters)
  • Centre:
  • School:
  • Location: St. James Campus
  • Starting Months: January, September
  • Domestic Tuition:
    $4,289.00 *

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Program Overview

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 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 Ontario's Job Trends and Outlook web page.

This Centre for Business program is part of our School of Accounting and Finance.

Program Learning Outcomes

The graduate has reliably demonstrated the ability to:

  1. Integrate ethical decision-making processes into all aspects of the financial planning profession.
  2. Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
  3. Prepare accurate and relevant financial plans manually and electronically.
  4. Integrate economic and personal information necessary for effective financial planning decisions.
  5. Compare, contrast, and select, from appropriate financial products and services, investment planning and counselling services for the public according to industry standards, including taxation counselling.
  6. Effectively market financial products through the development of an inventory of prospective clients, following up with individual sales strategies in pursuit of new and renewal business.
  7. Recognize potential tax and legal implications within a financial planning situation.
  8. Identify and apply written and verbal client-focused communication styles and strategies.
  9. Research market opportunities and implement a business plan in support of client needs, as well as student career choices.
  10. Qualify to challenge the Certified Financial Planner (CFP™) and to be fully licensed with the IIROC/MFDA.
  11. Provide recommendations and options to the public for managing risk involving life and health insurance products.


Required Courses

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

Printable Curriculum Planner 2020-2021


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 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 MATH 4001, FIN 4004, FIN 4005, LAW 4002, FIN 4017, FIN 4023

Detailed course outlines

Career & Postgraduate 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.

Future Study Options

For information on future study options, see the transfer guide.


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


$4,289.00 *

Additional Costs

* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2018. Fees are subject to change for programs starting in Fall 2019 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, textbook and practice exams: $250 + HST
  • Provincial Life Licensing exam: $108

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

Disclaimer: The information contained in this website 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 fee requirements.

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 Language 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 for more details.

Course Exemptions

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

International (Visa) Students

Visit the International Admissions page for more information.

Special Requirements


How to Apply

Apply To

Domestic students should apply through Ontario Colleges

Contact Us

Information Sessions

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, and experience what it is like to be in a George Brown College classroom. Sign up for an upcoming session.

Domestic Student Admissions

For inquiries about domestic admission requirements, admission deadlines, or the admissions process, please contact the Admissions Office at or visit the Admissions section.

International Student Admissions

Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page.

Fees and Financial Information

For inquiries about OSAP, Bursaries, Scholarships and other financial inquiries, please contact the Financial Aid Office at or visit the Financial Aid section.

Entry Advising

For advice on the various program options and which program might be best suited for you, make an appointment to see an Entry Advisor. Please review these frequently asked questions.

Centre for Business

For questions regarding programs at the Centre for Business or if you require more information, please do not hesitate to contact us. Our knowledgeable staff are available to assist you.

For general inquiries, please contact the Centre for Business:
Phone: (416) 415-5000 ext. 2160

Financial Planning (B407)

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

Tracey Britt, Program Co-ordinator



Carolyn Fallis, Program Co-ordinator


Sam Levy, Chair, School of Accounting and Finance


Visit Our Campus

This program is offered out of our School of Accounting and Finance and classes take place at our St. James Campus, predominantly at 200 King St. E., and 290 Adelaide St. E., Toronto, ON, Canada.

Campus tours are offered on a regular basis. Sign up today! You can also check out our virtual tour.

Sign up and learn more about your options, our programs, and life at George Brown.