About the Program Completion of this accelerated two-semester program will allow students to obtain an Ontario College Graduate Certificate in the field of financial planning. The program will provide students with all of the.
Post Grad, Financial Planning Services Program. Credential: Ontario College Graduate Certificate. College Code: CONSSchool: Business and Hospitality. Program Code: 1. 03. Accelerated Delivery: No Campus: DOAcademic Year: 2.
About the Program. Completion of this accelerated two- semester program will allow students to obtain an Ontario College Graduate Certificate in the field of financial planning. The program will provide students with all of the educational requirements to challenge the Financial Planning Standards Council (FPSC) Level 1 Examination (for CFP Professionals) and optional licensing opportunities with industry regulators such as the Investment Industry Regulatory Organization of Canada (IIROC), the Mutual Fund Dealer Association (MFDA) and the Financial Services Commission of Ontario (FSCO) for insurance licensing purposes.
The progressive course of study combines courses designed at Conestoga with those originating from industry standard setting organizations to prepare students for employment opportunities in banking, insurance, private wealth, brokerage and/or independent practice. There are additional fees associated with the CSC. Admission Requirements A two- or three- year diploma or a degree from an accredited college or university Note re: Admission Requirements Applicants possessing degrees/diplomas from institutions where the language of instruction was not English will be required to provide test scores as evidence of their English language proficiency.
Test scores, if required, would be a minimum of TOEFL i. BT 8. 8; IELTS 6. CAEL 7. 0 with no sub- test band scores less than 6. PTE Academic 5. 8; Conestoga English Language Test (CELT) Band 6; or equivalent scores in other recognized standard tests of English. We offer a language program for students whose English language skills are below the standard required for admission but all other admission criteria have been met. An applicant will be eligible for admission to the graduate certificate program after completion of level 4 of the General Arts and Science - English Language Studies (ELS) program with an overall grade average of 8.
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Financial Planning Week . Council is the marks licensing authority for the CFP marks in Canada. Humber’s Financial Planning graduate certificate program provides a clear pathway to careers in the lucrative financial services industry. Our program provides you with a broad range of financial, business and.
Applicants with insufficient business background may be required to complete an introductory business course. Admission Procedures Submit proof of admission requirements. Final acceptance is based on a review of post- secondary background and relevant documentation.
Program Requirements A strong background in mathematics is required to complete this program. In addition to the tuition and associated fees paid by the student to the College, there are approximately $2. The purpose of the program is for students to obtain professional certification- -students must have the financial resources to pay these fees.
The fees vary from year to year depending on the professional association. Tuition & Fees. Tuition fee details for the 2.
Books and supplies are additional. Domestic Fees. Estimated fees based upon the previous academic year (2. Financial Planning Services - Program # 1. Doon - Fall 2. 01. Level 1 & 2 (Program Start: 2. Student Priority Fee$4. Recreation/Athletics Fee$6.
Graduation/Alumni Services Fee$2. Administration Fee$2. Technology Enhancement Fee$1. CSI Capital Development Fee$6. CSI Association Fee$1. CSI - CSA$4. 5. 6$4. Program Tuition Fee (ACR)$2.
CSI Health Plan Fee$2. ONE Card Fee$1. 2.
Session Total$3. 51. Year Total $6. 74. International Fees. Estimated International fees based upon the previous academic year (2. Financial Planning Services - Program # 1. Doon - Fall 2. 01. Level 1 & 2 (Program Start: 2.
International Program Tuition$5. Student Priority Fee$4. Recreation/Athletics Fee$6. Graduation/Alumni Services Fee$2.
Administration Fee$2. Technology Enhancement Fee$1. CSI Capital Development Fee$6.
CSI Association Fee$1. CSI - CSA$4. 5. 6$4. ISR$3. 75. 0. 0$3.
International Health Fee$5. ONE Card Fee$1. 2. Session Total$7. 27. Year Total $1. 40. Financial Assistance. The Ontario Student Assistance Program (OSAP) is a needs- based program designed to help Ontario students cover the cost of post- secondary education.
Funded by the federal and provincial governments, OSAP is intended to promote equality of opportunity for post- secondary studies through direct financial assistance for educational costs and living expenses. These interest- free loans are intended to supplement your financial resources and those of your family.
The majority of students apply for loan assistance via the OSAP website. These include banks, trust companies, insurance companies, mutual/fund investment companies, full- service and discount brokerage firms, as well as financial planning firms. On average, 8. 6% of graduates from the last three years (2. For more details on related occupations, job market information and career opportunities, see the Government of Canada website: http: //www. Pathways & Credit Transfer. Conestoga pathways enable students to build on their academic achievements in order to earn a degree or additional credential. Pathways are formed through agreements between Conestoga programs or partner institutions.
View the transfer agreement opportunities for this program. Often applicants have earned credits from another college or university that may allow a student to be granted advanced standing or exemption. Learn more about credit transfer opportunities at Conestoga. Other methods of assessment may be available depending upon the nature of the course objectives.
PLAR cannot be used by registered Conestoga students for the clearance of academic deficiencies, to improve grades or to obtain admission into a program. They will also learn to construct appropriate business communications that will permit them to professionally present themselves and their position. This course will focus on communicating effectively with clients to keep them informed, help forge long term relationships, and to monitor client needs. Students will focus on the skills of active listening to ensure accurate information gathering, reduced misunderstandings, and increased rapport. Students will prepare and practice for presentations in a variety of settings including one- on- one, small groups and large audiences with a view to building confidence and professionalism. Hours: 5. 6Credits: 4.
Pre- Requisites: Co. Requisites: FIN8. Canadian Securities. Description: This course, offered in conjunction with CSI Global education is the requisite course for selling securities in all provinces in Canada. Topics include capital markets and financial services, the Canadian economy, financing, listing and regulation of securities, analyzing financial statements, fixed income, equity and derivatives markets, analyzing markets and securities, asset allocation and portfolio management, mutual funds and other managed products, financial planning and taxation.
Students will write two CSI industry exams as part of this course. Students are required to pay a mandatory additional charge to register with CSI.
Emphasis is on the use of insurance products to manage risk. Topics covered include life insurance contracts, property and casualty insurance, disability insurance, group insurance, critical illness and long term care and extended insurance products as well as underwriting process, insurance needs analysis and professional conduct standards. Application of insurance to the small business market will also be covered. The Business Plan will demonstrate each student's ability to conduct research, apply their knowledge to their industry, and to document their process and results in a succinct, business- like report. This course will also allow students to enhance their sales and negotiation skills as part of the selling process.
This includes awareness of buyer behaviour, the ability to organize an effective sales presentation, the ability to develop and present an effective financial plan and demonstrate the skills and attitudes essential to the successful salesperson. Course includes a lab component designed to permit students to apply their knowledge through use of a variety of financial planning software.
Hours: 2. 8Credits: 2. Pre- Requisites: Co. Requisites: FIN8. Finaincial Planning Technical Knowledge and Analysis. Description: This course requires students to develop a familiarity with the Fundamental Financial Planning Practices of the CFP 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 counselling services for the public according to industry standards, including taxation. 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 communications styles and strategies.
Research market opportunities and implement a business plan in support of client needs, as well as student career choices. Provide recommendations and options for managing risk involving life and health insurance products. Program Advisory Committees.
The College appoints Program Advisory Committee members for diploma, degree, certificate and apprenticeship programs. Committees are composed of employers, practitioners and recent program graduates.
College representatives (students, faculty, and administrators) are resource persons. Each committee advises the Board on the development of new programs, the monitoring of existing programs and community acceptance of programs.