Financial Planning
How To Apply
Program Details
- Program Code2843
- SchoolThe Business School
- CredentialOntario College Graduate Certificate
- Program TypeGraduate Certificate program
- Program Length1 year/ 2 semesters
- LocationProgress Campus
- Emailbusiness@centennialcollege.ca
- Telephone416-289-5000 ext. 52280
- Program Overview
- Courses
- Career Options and Education Pathways
- Admission Requirements
- How to Apply
- Tuition and Fees
- Program Vocational Learning Outcomes
- The Business School Student Success Guide
- Advising
- Financial Planning Professional Certifications - QAFP and CFP
The Business School will be offering a variety of delivery modes for new students in all programs. These can include, asynchronous learning, synchronous learning, hybrid, and on-campus deliveries, including evenings and weekends.
The Financial Planning program at Centennial College is for you if you've already completed a post-secondary education and wish to enter the financial planning field in just two semesters.
This Business graduate certificate program will use instructional materials from professional bodies to deliver the Financial Planning courses. A balance of theory and hands-on training in small-sized classes will allow for much interaction with your instructors, fellow peers and the content.
The offering will also provide 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.
Program Overview
The Business School will be offering a variety of delivery modes for new students in all programs. These can include, asynchronous learning, synchronous learning, hybrid, and on-campus deliveries, including evenings and weekends.
The Financial Planning program at Centennial College is for you if you've already completed a post-secondary education and wish to enter the financial planning field in just two semesters.
This Business graduate certificate program will use instructional materials from professional bodies to deliver the Financial Planning courses. A balance of theory and hands-on training in small-sized classes will allow for much interaction with your instructors, fellow peers and the content.
The offering will also provide 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.
Courses
Career Options and Education Pathways
Program Highlights
Upon completion of this 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.
Career Outlook
- Certified financial planner
- Wealth management officer
- Financial advisor
- Financial analyst
- Chartered financial consultant
- Investment advisor
- Insurance broker
Further Education
Qualified graduates of this Toronto Financial Planning program may be eligible to participate in an articulated program with select universities, institutes and professional associations. These partnerships will allow students to apply academic credit towards further study.
Accreditations students will gain as a result of successful completion of courses and industry exams include:
- Canadian Securities License (CSC®)
Please note:
- Material license fees for the courses (and examination fees) are mandatory, and in addition to the regular tuition fees.
- The qualification requirements and costs for each external accreditation, designation, certification or recognition are set by the granting body — not by Centennial College. In order to qualify for any external accreditations, designations, certifications or recognitions, students and graduates will need to follow the processes and meet the applicable requirements listed on the websites and in the materials of those external bodies.
Areas of Employment
- Finance
- Insurance
- Security and commodity brokerages
- Banks
- Financial investment firms
- Investment advisory firms
- Financial planning
- Mutual funds
Admission Requirements
Academic Requirements
- Degree or a three-year college diploma in a business related discipline (marketing, economics, etc.)
Note: We will consider applicants who have a two-year college diploma or a partial university degree (75 per cent complete), and who have a minimum of two years' work experience relevant to the program (transcript and resume review required).
Additional Requirements
- An assessment of numeracy skills may be requested.
- English language proficiency.
How to Apply
1. Apply Online
Domestic Students
If you are applying through the Better Jobs Ontario Program, please apply at the Employment Training Centre (Progress Campus). The Better Jobs Ontario Program is a funding initiative for those who have been laid-off and are in need of training. For more information go to Better Jobs Ontario Program.
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 Ontariocolleges.ca. A non-refundable application fee of $125 must accompany applications. The fee is payable online, by telephone, online banking, by mail, or in-person to Ontariocolleges.ca. For more information go to Ontariocolleges.ca Application Fees.
International Students
Apply directly to Centennial College here.
2. Submit Documents
Domestic Applicants
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 Ontariocolleges.ca.
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 Ontariocolleges.ca.
Domestic 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.
International Applicants
Please refer to the International Education Application Guide.
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 Ontariocolleges.ca 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 my.centennialcollege.ca.
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.
Tuition and Fees
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 2024. Additional fees will apply for FINA 739 and FINA 749.
Student | Tuition (2 Semesters) | Ancillary Fees | Total |
---|---|---|---|
Canadian | $4,118.00 | $1,241.11 | $5,359.11 |
International | $16,649.00 | $1,729.29 | $18,378.29 |
Program Vocational Learning Outcomes
Program Vocational Learning Outcomes
Program Vocational Learning Outcomes describe what graduates of the program have demonstrated they can do with the knowledge and skills they have achieved during their studies. The outcomes are closely tied to the needs of the workplace. Through assessment (e.g., assignments and tests), students verify their ability to reliably perform these outcomes before graduating.
- Integrate ethical decision-making processes into all aspect of the financial planning profession.
- Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
- Prepare accurate and relevant financial plans manually and electronically.
- Integrate economic and personal information necessary for effective financial planning decisions.
- Compare, contrast and select, from appropriate financial products and services, investment planning and counseling services for the public according to industry standards, including taxation counseling.
- 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.
- Recognize potential tax and legal implications within a financial planning situation.
- Identify and apply written and verbal client-focused communication styles and strategies.
- Research market opportunities and implement a business plan in support of client needs, as well as student career choices.
- Qualify to challenge the Certified Financial Planner (CFP™) and to be fully licensed with the IDA/MFDA.
- Provide recommendations and options to the public for managing risk involving life and health insurance products.
The Business School Student Success Guide
Financial Planning Professional Certifications - QAFP and CFP
- Personality TestSTARTMatch your personality to a career
- Career ExplorerLEARN MOREExplore your future career
Eli Corioti, Financial Planning, GraduateThis course gave me all the information I needed to be competitive in the world of finance. It gave me tools to understand mutual funds, bonds, stocks, retirement planning and risk management. It's a really complete course.
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