Financial Planning Program (Postgraduate) (B407)

Program Description

Program Overview

The Financial Planning graduate certificate is an eight-month program that gives students the skills to help others reach their financial and lifestyle goals. Financial advisors, personal banking officers, and investment advisors are among the jobs graduates enjoy after this program.

Full Description

With many financial services companies—such as banks, financial planning firms, and other financial institutions—eager to hire talent with an in-depth understanding of financial planning, the Financial Planning graduate certificate program offers a great opportunity for students looking to break into this field.

Here are some skills you’ll be able to show off after completion of the Financial Planning program:

  • Assessing a client’s current and future financial position based on their cash flow, budget, and net worth
  • Advising on critical topics like retirement, estate planning, insurance and risk management
  • Counselling a client on potential tax and legal implications of their financial plan
  • Creating a comprehensive financial plan for a client with complex needs

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

Career & Postgraduate Study Opportunities

Career Options

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
 

Educational Pathways

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

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.

Alumni Impact

We are immensely proud of the contributions of our alumni in Toronto and around the globe.
 
From Michelin-starred restaurants to major construction, entertainment, community and financial organizations, our graduates are truly making an impact across a range of industries.

Latest alumni stories 

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
Ontario College Graduate Certificate

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