Financial Planning Services

Program description

This accelerated, two-semester program provides students with the opportunity 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 Certified Financial Planner (CFP) exam and become fully licensed with the Investment Industry Regulatory Organization of Canada and the Mutual Funds Dealers Association (IIROC/MFDA) and be prepared to challenge the Provincial Life Insurance Exam. 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 or independent practice.

Course website

Related job profiles

Conestoga College

School of Business and Hospitality


One years

Credential awarded

Ontario College Graduate Certificate

Program contact
    Conestoga College Institute of Technology and Advanced Learning.
    299 Doon Valley Drive
    Kitchener, Ontario N2G 4M4, Canada

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