Post-Baccalaureate Diploma - Financial Planning

Program overview

The Post-Baccalaureate Diploma in Financial Planning at Capilano University is designed for individuals who already hold an undergraduate degree and wish to transition into the financial services industry. This program equips students with essential skills and knowledge for a successful career in financial advising and wealth management. Students will learn to navigate critical areas such as investing, retirement, insurance, and estate planning, ultimately helping clients secure their financial futures. The program is offered in an accelerated format, allowing students to complete their studies in a timely manner while preparing for industry entrance exams and obtaining necessary certifications.

Program structure

The Post-Baccalaureate Diploma in Financial Planning is a two-year program consisting of 13 courses. It is structured as follows:

• Duration: 2 years
• Format: Full-time, accelerated
• Location: North Vancouver campus
• Work Placement: Includes a practicum component
• Core Curriculum: Meets requirements for Certified Financial Planner® (CFP®) and Qualified Associate Financial Planner™ (QAFP™) designations
• Start Date: Program begins each January
• Capstone Course: Taken in the Spring term

This comprehensive structure ensures that students gain a solid foundation in financial principles while also acquiring practical experience through work placements.

Featured Experiences

• Work Placement Practicum: Provides hands-on experience in the financial services industry.
• Accelerated Learning: The program is designed to be completed in a shorter timeframe, allowing students to enter the workforce sooner.
• Capstone Course: A culminating experience that integrates learning and practical application in financial planning.
• Industry Preparation: Focuses on preparing students for industry entrance exams and certifications.
• Networking Opportunities: Students have the chance to connect with professionals in the financial sector during their practicum.

Career Options

• Financial Advisor: Assist clients in managing their finances, investments, and retirement plans.
• Financial Consultant: Provide expert advice on financial strategies and investment opportunities.
• Investment Advisor: Help clients make informed decisions about their investment portfolios.
• Retirement Planner: Specialize in creating retirement plans that align with clients' financial goals.
• Estate Planner: Guide clients in managing their estates and planning for the distribution of their assets.

Graduates of this program will find strong career prospects in Canada, as financial planners are in high demand, helping individuals and families achieve financial security.

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