Program overview
The Advanced College Diploma in Business Administration - Financial Planning is a comprehensive three-year program designed to equip students with the essential skills and knowledge required for a successful career in financial planning. This program prepares students to take the Financial Planning Standards Council Exams, leading to the Qualified Associate Financial Planner™ designation through FP Canada™. Graduates will gain foundational knowledge that supports their progress towards licensing examinations in the securities, mutual funds, and insurance industries in Canada. The curriculum combines courses developed by Conestoga with those from industry-standard organizations, ensuring that students are well-prepared for various career opportunities in banking, insurance, private wealth, and brokerage.
Program structure
The Advanced College Diploma in Business Administration - Financial Planning is structured to provide a thorough education over a period of three years. The program is delivered in a full-time format, starting in September at the Kitchener - Doon campus. Key features of the program structure include:
- Completion of an Ontario College Advanced Diploma upon graduation.
- Courses designed to meet the technical educational requirements for financial planning.
- Opportunities to challenge industry examinations such as the Canadian Securities Course (CSC) and the Life Licensing Qualifying Program (LLQP).
- Advanced standing pathways available for graduates, allowing them to apply directly to the third year of Conestoga College's Bachelor of Commerce (Honours) – Financial Services degree program.
- Graduates can receive two years of credit towards the BCOMM degree program with a minimum overall average of 70%.
This program is designed to ensure that students are not only academically prepared but also equipped with practical skills that are highly valued in the financial services industry.
Featured Experiences
The Advanced College Diploma in Business Administration - Financial Planning offers several unique experiences that enhance the learning journey for students:
- Co-operative education opportunities that provide real-world experience in the financial planning sector.
- Access to industry-standard examinations, such as the CSC and LLQP, which are crucial for career advancement.
- Collaboration with industry partners to ensure that the curriculum remains relevant and up-to-date.
- Hands-on learning experiences that prepare students for various roles in banking, insurance, and private wealth management.
- Networking opportunities with professionals in the field through events and workshops.
These experiences are designed to give students a competitive edge in the job market and prepare them for successful careers in financial planning.
Career Options
Graduates of the Advanced College Diploma in Business Administration - Financial Planning can pursue a variety of career paths in Canada. Here are some potential job options:
- Financial Planner: Assist clients in creating financial plans to achieve their financial goals, including retirement planning and investment strategies.
- Investment Advisor: Provide clients with advice on investment opportunities and help them manage their investment portfolios.
- Insurance Agent: Sell and manage insurance policies, helping clients understand their coverage options and claims processes.
- Banking Associate: Work in a bank setting, assisting customers with their banking needs and providing financial advice.
- Wealth Management Advisor: Help clients manage their wealth through investment strategies, estate planning, and tax optimization.
These roles highlight the diverse opportunities available to graduates, allowing them to make a significant impact in the financial services industry.
DISCLAIMER: The information above is subject to change. For the latest updates, please contact LOA Portal's advisors.
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