Program overview
Admission Requirements
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Last updated on 2026-02-02

Program overview

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 students are well-prepared for various career opportunities in banking, insurance, and private wealth management.

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, allowing students to immerse themselves in the learning experience. 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.

Students are encouraged to maintain a strong academic average to benefit from advanced standing opportunities and further their education in financial services.

Featured Experiences

The Advanced College Diploma in Business Administration - Financial Planning offers several unique experiences that enhance the learning journey:

  • Co-operative education opportunities that provide real-world experience in the financial planning industry.
  • Access to industry-standard examinations, which are highly regarded by employers.
  • Hands-on learning through projects and case studies that simulate real financial planning scenarios.
  • Networking opportunities with industry professionals and alumni through events and workshops.
  • Support from faculty with extensive experience in the financial services sector.

Career Options

Graduates of the Advanced College Diploma in Business Administration - Financial Planning can pursue a variety of career paths in Canada, including:

  • Financial Planner: Assist clients in creating financial plans to achieve their financial goals, including retirement 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 needs.
  • Banking Associate: Work in financial institutions, assisting customers with their banking needs and providing financial advice.
  • Wealth Management Consultant: Guide clients in managing their wealth, including investment strategies and estate planning.

These roles leverage the skills and knowledge gained throughout the program, preparing graduates for a successful career in the financial planning industry.

 

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

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