Cert in Certificat en planification financière

This Certificate in Financial Planning at Universite du Quebec a Chicoutimi is a 30-credit program delivered through synchronous distance learning, admitted by cohort. It trains students to communicate effectively with clients, evaluate their financial situations, and analyze their needs in order to recommend suitable financial products and services while respecting applicable legal requirements, preparing graduates for roles such as financial planner, investment fund manager, or financial security advisor. The required 24-credit core covers insurance, taxation, the legal aspects of financial planning, investment funds, retirement and estate planning, and an integration activity, complemented by 6 credits of electives chosen from either a financial administration/accounting track or an economic environment and client-solicitation track. Admission is open to holders of a DEC in administrative techniques with at least one year of attested experience in insurance or financial services; to applicants at least 21 years old with appropriate knowledge and two years of attested experience in the field; to applicants with 15 completed university credits and a cumulative average of at least 2.3 on 4.3; and to holders of an appropriate credential obtained outside Quebec after at least fourteen years of schooling, with one year of relevant experience.