Financial Planning Program (Postgraduate) (B407)

Program Description

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.

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.

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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