Financial Planning (Pickering Learning Site)

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Program Code: 2847

School: School of Business

Credential: Graduate Certificate

Program Type: Graduate Certificate program

Program Length: 1 year/ 2 semesters

Start Date: Fall, Winter

Location: Pickering Learning Site


Telephone: 416-289-5000, ext. 2280

The Centennial College Financial Planning program at the Pickering Learning Site builds on your post-secondary education and helps you enter the financial planning field in just two semesters.

The program uses instruction materials from professional bodies to deliver the Financial Planning courses with a balance between theory and hands-on training. Because all of your classes are small in size, the environment allows for interaction with your instructors and fellow peers.

Financial Planning at Centennial College also provides you with most of the educational requirements to challenge the Certified Financial Planner (CFP) exam and is a pathway to the Canadian Securities Course (CSC) credential.

Semester 1
Course Code Course Title Location
ACCT-701 Accounting for Managerial Decision Making Pickering Learning Site
ACCT-705 Tax Planning Pickering Learning Site
FINA-701 Estate Planning and Risk Management Pickering Learning Site
FINA-702 Retirement Financial Planning Pickering Learning Site
FINA-739 CSC Preparation 1* Pickering Learning Site
MKTG-716 Marketing Pickering Learning Site

Semester Note

Students planning to complete their Certified Financial Planner (CFP) license are recommended to complete FINA739 in semester 1. Students who have completed the CSC Preparation Courses or are not interested in the CFP license are required to take the following identified option in semester 1.

* Option (HRPD701 - Human Resources Management in Canada)
Semester 2
Course Code Course Title Location
ACCT-702 Financial Management Pickering Learning Site
FINA-703 Corporate Credit Management Pickering Learning Site
FINA-704 FPSC Approved Capstone Course Progress Campus
FINA-749 CSC Preparation 2** Pickering Learning Site
MGMT-702 Crafting and Executing Strategy Pickering Learning Site
MGMT-703 Ethics and Stakeholder Management Pickering Learning Site

Semester Note

Students planning to complete their Certified Financial Planner (CFP) license are recommended to complete FINA739 and FINA749. Students who have completed the CSC Preparation Courses or are not interested in the CFP license are required to take the following identified option in semester 2.

Please note, Canadian Securities Course Preparation 1 & 2 includes a $1000 fee for textbooks (online), online training quizzes and industry exam.

** Option MGMT704 Management & Leadership

Minimum Program GPA of 2.0 (C Grade average), required to graduate.

Program Highlights

Once you successfully finish the Financial Planning program, you will be able to:

  • Integrate economic and personal information necessary for effective financial planning decisions
  • Compare, contrast and select financial products and services, investment planning and counselling services for clients, while adhering to industry standards
  • Effectively market financial services to clients to renew and gain new business
  • Recognize potential tax and legal implications within a financial planning situation
  • Integrate ethical decision-making processes into all aspects of the financial planning profession
  • Successfully adhere to financial planning principles and industry standards
  • Manually and electronically prepare accurate and relevant financial plans

Articulation Agreements

Start with a certificate, end with a degree! Successful graduates of this Financial Planning (Pickering Learning Site) program have the opportunity to apply their credits towards further study at the degree level. Listed below are the degrees from partnering universities that are available for this program. Please note that each partnership has a specific minimum grade requirement in order to qualify for transferring credits.

University Degree
Davenport University Master of Business Administration – Accounting concentration

Career Outlook

  • Certified financial planner
  • Wealth management officer
  • Financial advisor
  • Financial analyst
  • Chartered financial consultant
  • Investment advisor
  • Insurance broker

Academic Requirements

  • University degree or a two-year or three-year college diploma in a business related discipline (marketing, economics, etc.)
  • We will consider applicants who have a partial university degree (50% complete) and who have a minimum of two years work experience relevant to the program
  • Proof of English proficiency
  • An assessment of numeracy skills may be requested

1. Apply Online

Are you an International Student? Apply directly to Centennial College here.

If you are applying through the Second Career Strategy, please apply at the Employment Training Centre for Second Career (Progress Campus). Second Career Strategy is a funding initiative for those who have been laid-off and are in need of training. For more information go to Second Career Strategy.

If you have previously attended a full time program at Centennial College, you may be eligible for a Program Transfer. Visit Enrolment Services at any Campus for information.

All other applicants must apply online at A non-refundable application fee of $95 must accompany applications. The fee is payable online, by telephone, online banking, by mail, or in person to For more information go to Application Fees.

2. Submit Documents

Current Ontario high school students and graduates from Ontario high schools: Notify your guidance counsellor that you have applied to college and your school will forward transcripts to Centennial College via

Graduates of college/university, or high school outside Ontario but within Canada: You are responsible for requesting that your educational institute sends any required documents and transcripts to

Applicants who attended school outside of Canada: If you are submitting transcripts to meet admission requirements, you must have the transcripts assessed by an independent credential assessment agency such as World Education Services (WES) or International Credential Assessment Service (ICAS).

For more information go to Submitting your Transcripts.

3. Confirm Your Offer of Admission

Offers of Admission are sent by mail to eligible applicants. When you receive your offer, you must login to your account at and confirm before the Deadline to Confirm noted in your offer letter.

You may confirm only one college and one program offer at a time.

You must confirm your offer by the Deadline to Confirm noted in your Offer of Admission letter or your seat may be given to another applicant.

When you confirm your Offer of Admission at Centennial College you are given access to your personal myCentennial account where you can check your email, grades, register for courses, pay tuition fees, and see your class timetable.

4. Pay Fees

Centennial fees statements are sent by email to your personal email account and to your myCentennial email account. Fees statements are not mailed.

You must make a minimum payment by the Fees Deadline noted in your Fees Statement or your seat may be given to another applicant.

5. Build Your Timetable (Register for Courses)

Build your timetable (web-register for courses) at

Fall registration begins mid-July
January registration begins mid-December
May registration begins mid-April

Your web-registration will not open if:

You have not submitted your minimum fee payment by the deadline
You received a Conditional Offer of Admission and you have not met the conditions of your offer.

Once you have paid your fees or have made appropriate arrangements, register for your courses online through myCentennial.

All courses require the purchase of textbooks. Notably, there is a $1000 fee for online textbooks, training quizzes, and Industry Exams, for Canadian Securities Course Preparation 1 and 2 (FINA 739 and FINA 749). These courses are critical to success in the Financial Services Industry and successful completion of the Industry Exams earns the you the coveted CSC Certificate issued by the Canadian Securities Institute.

Fees noted below are estimates only. Tuition is based on two semesters, beginning Fall 2015.

Student Tuition (2 Semesters) Incidental Fees Total
Canadian $4,187.50 $950.00 $5,137.50
International $12,400.00 $2,145.00 $14,545.00