Financial Services

Program Overview

If you are looking for a comprehensive pathway to a rewarding career in the Canadian financial services industry, the Financial Services Ontario College Graduate Certificate program is designed for you. This one-year program prepares you for a successful career in various areas such as financial planning, financial advising, and customer sales and service. You will build on your existing business skills and financial knowledge while being introduced to financial products and services. The program also emphasizes the importance of creating and presenting financial plans, as well as collecting and analyzing client information to provide tailored financial advice.

Program Structure

The Financial Services program is structured to be completed in one year. It offers a blend of theoretical knowledge and practical skills essential for a career in the financial services sector. Key features of the program structure include:

• Collaboration with the Canadian Securities Institute (CSI) and FP Canada to meet educational requirements for various financial certifications.
• Eligibility to write the Canadian Securities Course Exams upon successful completion of the program.
• Pathways to credentials such as the Canadian Securities Course (CSC), Qualified Associate Financial Planner (QAFP), Certified Financial Planner (CFP), and Chartered Financial Planner designations.
• Focus on developing customer-focused communication skills and analytical abilities.

Featured Experiences

• Hands-on experience in financial advising and planning through practical assignments.
• Opportunities to collaborate with industry professionals and gain insights from highly qualified professors with extensive experience in financial planning.
• Access to resources and support for preparing for certification exams, enhancing your employability in the financial services industry.
• Dynamic team-based projects that foster collaboration and communication skills.

Career Options

Graduates of the Financial Services program can pursue a variety of career paths in Canada, including:

• Personal Financial Advisor: Assist clients in managing their finances, investments, and retirement plans.
• Investment Advisor: Provide guidance on investment strategies and portfolio management to help clients achieve their financial goals.
• Financial Service Representative: Work in banks or credit unions, assisting customers with their financial needs and product offerings.
• Account Manager: Manage client accounts, ensuring satisfaction and retention while identifying opportunities for additional services.
• Insurance Agent: Help clients understand and select insurance products that meet their needs, providing advice on coverage options.

DISCLAIMER: The information above is subject to change. For the latest updates, please contact LOA Portal's advisors.