Certificate in Financial Services Management is a certificate in Finance, Banking & Insurance programme taught at Université de Moncton in Moncton, Canada. The programme runs for 5 years, delivered on campus.
At a glance
Degree:Certificate
Field:Finance, Banking & Insurance
Duration: 5 years
Delivery: On Campus
We have no tuition fees or an application deadline on record for this programme yet — see the official programme page.
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Last checked September 2026 · Source: umoncton.ca ·
Program details
Overview
The Certificate in Financial Services Management is a 24-credit program offered by Universite de Moncton's Faculte d'administration across its Edmundston, Moncton, and Shippagan campuses, with a five-year completion window. The program gives people already working in financial services the skills to act as a financial planning advisor for individuals and small businesses, covering strategies to protect and grow client assets alongside quality client-service management in financial services. The curriculum includes 9 mandatory credits and 15 elective credits, with at least 9 of the elective credits at the 3000 level, allowing students to tailor part of their studies toward areas such as investment planning, insurance, or retirement planning. Admission requires only a secondary school diploma or an equivalent qualification, with no prior finance experience required, though the program is designed with working financial-services professionals in mind. It can be completed as a stand-alone credential or alongside other business studies, providing a foundation for roles such as financial planner, financial services advisor, or client-service manager in banking, insurance, or wealth-management settings.
Requirements
Admission Requirements: Admission requires a secondary school diploma or a qualification deemed equivalent.
