Graduate Certificate - Financial Planning Services (1032) at Conestoga College - Program overview

Program overview

Admission Requirements

Intakes

Last updated on 2026-02-02

Program overview

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Program overview

The Graduate Certificate in Financial Planning Services at Conestoga College is designed to equip students with the essential skills and knowledge required to thrive in the dynamic Canadian financial services industry. This program prepares graduates for various roles within financial planning, including client-facing and back-office positions in banks, insurance companies, and wealth management firms. Upon completion, students will be eligible to write the Certified Financial Planner (CFP) exam, a significant credential in the field.

Program structure

The Financial Planning Services Graduate Certificate program spans a 1-year duration, divided into two academic terms. This full-time program is structured to provide a comprehensive understanding of financial planning principles and practices. Key features of the program include:

Hands-on learning experiences to apply theoretical knowledge.
Opportunities to challenge industry examinations such as the Canadian Securities Course (CSC) and the Life Licensing Qualifying Program (LLQP).
Focus on both client-facing and back-office roles in the financial sector.

Students will engage in a curriculum that prepares them for the demands of the financial services industry, ensuring they are well-equipped for their future careers.

Featured Experiences

The Financial Planning Services program offers several unique experiences that enhance learning and professional development:

Co-op opportunities that allow students to gain real-world experience in financial planning.
Access to industry-standard tools and software to prepare students for the workplace.
Networking events with industry professionals to build connections and gain insights into the financial services sector.
Workshops and seminars led by experienced financial planners and industry experts.

These experiences are designed to provide students with a competitive edge in the job market and to foster a deeper understanding of the financial planning profession.

Career Options

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

Financial Planner: Advises clients on financial goals, investment strategies, and retirement planning.
Investment Advisor: Provides guidance on investment opportunities and portfolio management to clients.
Insurance Agent: Sells insurance products and helps clients understand their coverage options.
Wealth Management Associate: Assists in managing client portfolios and developing wealth management strategies.
Compliance Officer: Ensures that financial institutions adhere to regulations and industry standards.

These roles are critical in helping individuals and businesses navigate their financial futures, making the skills acquired in this program highly valuable in the job market.

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

Visit Conestoga College official website

Last updated on 2026-02-02

Program overview

Academic Requirements

To apply for the Graduate Certificate in Financial Planning Services at Conestoga College, applicants must meet the following academic requirements:

A two- or three-year diploma or a degree from an accredited college or university

For international students, particularly those from Vietnam and other Asian countries, the following additional requirements apply:

Canadian citizens and permanent residents with transcripts from outside Canada require a course-by-course credential evaluation. You can request this at a reduced fee through the college by completing the Assessment of International Credentials for Admissions and Credit Transfer online form, or through an approved provider such as ICAS or WES.
Applicants with insufficient business background may be required to complete an introductory business course.

It is important to note that transcripts may be required to be evaluated by WES in some cases.

Additionally, students in this program are required to:

Participate in Conestoga's eText initiative.
Have a strong background in mathematics. Students without this background will be required to complete mathematics testing to determine which additional courses must be completed in addition to the required program courses.

For any clarification and support regarding the application process, please feel free to contact LOA Portal's advisors.

Language Requirements

To apply for the Graduate Certificate - Financial Planning Services (1032) program at Conestoga College, you must provide proof of English proficiency in one of the following ways:

IELTS Academic: 6.5 (with no band less than 6.0)
TOEFL: 88 (Effective January 2024, no individual skill less than 22)

Please check with our team for more details.

DISCLAIMER: The information above is subject to change. For the latest updates, please contact LOA Portal's advisors. The listed minimum requirements are a guideline and do not guarantee admission. Do not worry, we will notify you of any changes during the application process.

Not meeting the minimum language requirements?

You may still be able to apply!