PGCert in Financial Planning Services

Financial Planning Services is an eight-month Ontario College Graduate Certificate preparing students for careers in the Canadian financial services industry. The program covers the skills needed for client-facing or back-office roles with Canadian banks, insurers, wealth management firms and financial planning firms, spanning two academic terms of coursework. Graduates are eligible to write the CFP exam offered through FP Canada, and students may also challenge the Canadian Securities Course and the Life Licensing Qualifying Program examinations for additional industry credentials. The curriculum combines financial planning theory with practical preparation for professional certification exams, covering topics such as retirement, investment and risk planning for entry-level roles across the financial services sector, positioning graduates to pursue further recognized industry designations after completing the program.