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.

B407 A strong front-facing, smiling female business student at the waterfront campus. A group of students in the background.

Overview

Program name
Financial Planning
Code
B407
Location
Duration
8 months (2 semesters)
Starting month
September, January
Credential
Ontario College Graduate Certificate
Method of study
FT

Year of Study

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Program Availability

Domestic students
Sept. 2020 Open
Jan. 2021 Open
May 2021 N/A
International students
Sept. 2020 Opens Dec 16, 2019
Jan. 2021 Opens Apr 6, 2020
May 2021 N/A

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.

Upon completion of this program, you will be able to:

  • Help clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as:
    • Financial Management – assess the client’s current and future financial position, based upon their cash flow, budget and net worth.
    • Investment Management – assess the nature of the client’s assets based on their risk tolerance, time horizon and expected rates of return
    • Retirement Planning – compare the client’s expected lifestyle in retirement to their current retirement assets and planned savings
    • Tax Planning – assess the client’s current and future tax obligations and strategies employed to minimize or defer taxation
    • Insurance and Risk Management – manage the client's exposure to an unexpected financial loss due to death, health issues, property damage and other risks
    • Estate Planning – assess how the client can meet their objectives upon death in the most efficient and cost-effective manner
    • Prepare a comprehensive financial plan for a complex client situation, integrating and prioritizing the activities listed above

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

Program Standards and Learning Outcomes

b407 - Photo of students

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 2019-2020pdf file

SEMESTER 1

semester courses
CodeCourse NamePre-requisite
MATH 4001Math of Finance of InvestmentNONE
FIN 4024Canadian Investments INONE
FIN 4004Personal Financial PlanningNONE
FIN 4005Retirement Planning INONE
LAW 4002Business & Family LawNONE
FIN 4017Income Tax FundamentalsNONE
FIN 4023Career PlanningNONE

SEMESTER 2

semester courses
CodeCourse NamePre-requisite
FIN 4026Insurance In Financial PlanningFIN 4004
FIN 4025Canadian Investments IINONE
FIN 4018Income Tax PlanningNONE
FIN 4010Estate PlanningFIN 4004
FIN 4012Advanced Financial PlanningMATH 4001, FIN 4004, FIN 4005, LAW 4002, FIN 4017, FIN 4023

Detailed course outlines

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.

Related Credentials and Certifications

Graduates of this program may wish to pursue other credentials or certifications in the financial services sector.

Qualified Associate Financial Planner (QAFP®) designation may be obtained through FP Canada.

Certified Financial Planner (CFP®) designation may be obtained through FP Canada. (Note: A degree requirement is being introduced to be eligible to become a CFP professional, visit the FP Canada website for more information.)

Canadian Securities Course (CSC) may be obtained through the Canadian Securities Institute.

Life License Qualification Program (LLQP) may be obtained through Oliver’s Learning (or another approved provider) followed by the Provincial Licensing exam.

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

$3,985.00 *

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 2019. Fees are subject to change for programs starting in Fall 2020 and at later dates.

The program teaches the curriculum required to prepare to write industry-credentialing exams. These include:

  • Canadian Securities Course I and II (CSC I and CSC II)
  • Qualified Associate Financial Planner (QAFP®) Exam
  • Certified Financial Planner® (CFP®) Exam (Note: A degree requirement is being introduced to be eligible to become a CFP Professional; visit the FP Canada website for more info.)
  • Life License Qualification Program (LLQP)
  • An Approved LLQP training course
  • LLQP Provincial Examination

Fees for external exams are not included and are an additional cost to this program. Students or Graduates should visit the following websites for information regarding exam dates and fees:

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

Financial Assistance

This program is approved for OSAP funding, provided the applicant meets OSAP eligibility criteria.

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 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

Success Stories

George Brown College Financial Planning Alumna, Jing Jing Yang

Jing Jing Yang (Graduate 2007, Financial Planning), Sales Manager, Sun Life Financial

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.

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 Students Admissions

For inquiries about domestic admission requirements, admission deadlines, or the admissions process, please contact the Admissions Office at admissions@georgebrown.ca or visit the Admissions web page.

International Student Admissions

For inquiries about international admission requirements, permits and visas, accommodations, or anything specific to international students, please contact the International Centre at International@georgebrown.ca or visit George Brown International.
Phone: (416) 415-5000 ext. 2115

Financials/Fees

For inquiries about OSAP, Bursaries, Scholarships and other financial inquiries, please contact the Financial Aid Office at FinAid@georgebrown.ca or visit the Financial Aid web page.

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 or choose to book your appointment using the link provided.

  1. Book online:
    Complete and submit the Client Intake Form
  2. Book by phone:
    Entry Advisor: (416) 415-5000, Ext 2949
    Toll Free: 1-800-265-2002
    TTY: 1-877-515-5559

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:
Email: business@georgebrown.ca
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

Email: tbritt1@georgebrown.ca

or

Carolyn Fallis, Program Co-ordinator

Email: cfallis@georgebrown.ca

Sam Levy, Chair, School of Accounting and Finance

Email: sam.levy@georgebrown.ca

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.

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    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.