At Université du Québec à Trois-Rivières in Trois-Rivières, Canada, Cert in Certificat en planification financière is offered as a certificate in Finance, Banking & Insurance programme. Tuition is CAD 104 per credit for local students.
At a glance
Degree:Certificate
Field:Finance, Banking & Insurance
Local tuition: CAD 104 / credit
We have no an application deadline on record for this programme yet — see the official programme page.
— it helps other students.
This certificate trains professionals working in the insurance and financial-services sectors to build competency in financial planning. Over 30 credits, delivered part-time only on the Trois-Rivieres campus, coursework covers client communication, financial-needs analysis, and investment recommendations, combining courses on retirement and estate planning, taxation, and financial-services regulation with an elective drawn from related business topics. The programme accepts applicants through three routes: a Quebec college diploma (DEC) in insurance and financial services plus at least one year of relevant work experience, at least five completed university courses plus proof of college-level mathematics, or at least two years of relevant work experience plus proof of college-level mathematics; a remedial mathematics course is available where competency cannot otherwise be demonstrated. Admission is offered in the fall, winter and summer terms. The programme is not open to international applicants and is intended for those already working, or seeking to work, in insurance and financial-services roles in Quebec.
Requirements
Admission Requirements: Admission is offered through three routes. Base collegiale: a Diploma of College Studies (DEC) in Conseil en assurances et en services financiers or equivalent, plus a minimum of one year of relevant work experience in insurance or financial services (completed internships may count toward this experience). Base universitaire: at least five completed university courses (15 credits), plus proof of a college-level mathematics course (course ADM1083 is required where mathematics competency cannot otherwise be demonstrated). Base experience: a minimum of two years of relevant work experience in insurance or financial services, plus the same mathematics proof or remedial course. The programme is not open to international applicants.
