Afghanistan

Albania

Algeria

American Samoa

Andorra

Angola

Anguilla

Antarctica

Antigua and Barbuda

Argentina

Armenia

Aruba

Australia

Austria

Azerbaijan

Bahamas

Bahrain

Bangladesh

Barbados

Belarus

Belgium

Belize

Benin

Bermuda

Bhutan

Bolivia

Bosnia and Herzegovina

Botswana

Brazil

British Indian Ocean Territory

British Virgin Islands

Brunei

Bulgaria

Burkina Faso

Burundi

Cambodia

Cameroon

Canada

Cape Verde

Cayman Islands

Central African Republic

Chad

Chile

China

Christmas Island

Cocos Islands

Colombia

Comoros

Cook Islands

Costa Rica

Croatia

Cuba

Curacao

Cyprus

Czech Republic

Democratic Republic of the Congo

Denmark

Djibouti

Dominica

Dominican Republic

East Timor

Ecuador

Egypt

El Salvador

Equatorial Guinea

Eritrea

Estonia

Ethiopia

Falkland Islands

Faroe Islands

Fiji

Finland

France

French Polynesia

Gabon

Gambia

Georgia

Germany

Ghana

Gibraltar

Greece

Greenland

Grenada

Guam

Guatemala

Guernsey

Guinea

Guinea-Bissau

Guyana

Haiti

Honduras

Hong Kong

Hungary

Iceland

India

Indonesia

Iran

Iraq

Ireland

Isle of Man

2025-05 (Open)

2025-09 (Open)

2026-01 (Open)

Main Campus - North Vancouver

<h2>Program Overview</h2>
Capilano University offers a comprehensive Post-Baccalaureate Certificate in Financial Planning - Professional program designed for individuals already working in the financial services sector. This program is tailored for those who hold a degree and are seeking to enhance their careers by obtaining the Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) designation. The curriculum focuses on equipping students with the necessary skills to guide clients through various financial challenges, including investing, financing, retirement, estate, and insurance planning.

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The program is structured as a self-paced, five-course curriculum that spans over four terms, culminating in a capstone course each Spring term. This part-time program is specifically designed for individuals who are already licensed in areas such as Life Insurance, Mutual Funds, and Securities, or as Registered Mortgage Brokers. By completing this program, students will be well-prepared to tackle the CFP exam and advance their careers in financial planning.

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With the financial planning industry experiencing significant growth in British Columbia, graduates can expect numerous job opportunities in the coming years. The program not only prepares students for the technical aspects of financial planning but also emphasizes the importance of ethical conduct and client-centered service, ensuring that graduates are well-rounded professionals ready to meet the demands of the industry.

<h2>Program Structure</h2>
The Post-Baccalaureate Certificate in Financial Planning - Professional at Capilano University is structured to be completed in a total of 18 months. The program consists of five required courses, amounting to a total of 15 credits. The courses are designed to be taken part-time, allowing students to balance their studies with professional commitments.

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<ul>
 <li>Program Length: 18 months</li>
 <li>Total Credits: 15 credits</li>
 <li>Course Load: Part-time</li>
 <li>Capstone Course: Completed in the Spring term</li>
 <li>Program Options: Self-paced learning</li>
</ul>

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This program is ideal for individuals who are already licensed in financial services and wish to deepen their knowledge and skills in financial planning. The curriculum is designed to align with the requirements set by FP Canada, ensuring that students are well-prepared for the QAFP™ and CFP® exams upon completion.

<h2>Featured Experiences</h2>
The Post-Baccalaureate Certificate in Financial Planning - Professional program at Capilano University offers several unique features that enhance the learning experience for students:

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<ul>
 <li>Self-Paced Learning: Students can progress through the program at their own pace, making it easier to balance work and study.</li>
 <li>Capstone Course: A comprehensive capstone course that integrates knowledge and skills acquired throughout the program.</li>
 <li>Industry-Relevant Curriculum: The program is designed to meet the standards of FP Canada, ensuring that students are prepared for certification exams.</li>
 <li>Networking Opportunities: Students have the chance to connect with industry professionals and peers, enhancing their career prospects.</li>
 <li>Flexible Scheduling: The part-time nature of the program allows students to maintain their current employment while pursuing their education.</li>
</ul>

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These features make the program not only educational but also practical, providing students with the tools and experiences necessary to succeed in the competitive field of financial planning.

<h2>Career Options</h2>
Graduates of the Post-Baccalaureate Certificate in Financial Planning - Professional program from Capilano University can pursue a variety of career paths in the financial services industry. Here are some potential job options:

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<ul>
 <li>Financial Advisor: Provides personalized financial advice to clients, helping them achieve their financial goals through investment strategies and planning.</li>
 <li>Investment Consultant: Specializes in advising clients on investment opportunities and portfolio management to maximize returns.</li>
 <li>Retirement Planner: Assists clients in planning for retirement, including savings strategies and investment options to ensure financial security.</li>
 <li>Estate Planner: Works with clients to develop strategies for managing their estate, including wills, trusts, and tax implications.</li>
 <li>Insurance Advisor: Offers guidance on various insurance products, helping clients choose the right coverage for their needs.</li>
</ul>

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With the financial planning sector projected to grow significantly in British Columbia, graduates can expect a wealth of opportunities to build rewarding careers in this field.

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It is advisable for prospective students to check the institution's website or contact the admissions office for the most current information.

Post-Baccalaureate Certificate in Financial Planning Professional

Post-Baccalaureate Certificate in Financial Planning Professional

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