Professional Financial Services

Program description

Professional Financial Services is a one-year Ontario College Graduate Certificate program, completed in two four-month semesters. The program is designed to leverage a university or college credential by providing a fast track to a career as a professional financial planner. An intensive curriculum prepares graduates to provide clients with professional advice to build wealth and ensure financial security through setting goals, managing finances, minimizing tax, managing life's risks, and building investment portfolios, as well as customer relations and providing product to clients. The curriculum prepares students to pursue the Certified Financial Planner® CFP®, with the CFP designation awarded by the Financial Planning Standards Council www.fpsc.ca. Students are prepared to write the Canadian Securities Course® CSC® and Life Licensing Qualification Program exams. Upon successful completion of the program and external examinations, graduates are well equipped with skills and credentials to enter a wide variety of careers in banking, investment, insurance, credit, and financial planning.

Course website

https://www.fanshawec.ca/programs-and-courses/program/fsp1-professional-financial-services/next-year

Related job profiles

• Contact Centre Manager
• Client Service Representative (CSR)
• Account Manager/Relationship Manager
• Financial Advisor

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Lawrence Kinlin School of Business

Duration

One years

Credential awarded

Ontario College Graduate Certificate

Program contact

Lawrence Lynch, Program Coordinator
Telephone: 519-452-4430 Ext. 4396
Email: llynch@fanshawec.ca
Lawrence Kinlin School of Business: 519-452-4290