Program overview
Admission Requirements
Intakes

Last updated on 2025-04-19

Program overview

Program Overview

The Post-Degree Diploma in Financial Planning at Douglas College is designed to equip students with essential knowledge in financial planning, taxation, and investing. This program prepares students to become Certified Financial Planners by covering various finance topics, including financial services marketing and wealth management. In the second semester, students will have the opportunity to create a professional financial plan, utilizing real-world cases sourced from current clients. This hands-on approach ensures that graduates are well-prepared for their future careers in the financial sector.

Program Structure

The Post-Degree Diploma in Financial Planning is structured to be completed in one year, offering both full-time and part-time learning formats. The program includes:

  • Comprehensive coursework covering essential financial planning topics.
  • Practical education through the Advanced Career Development program.
  • Opportunities to engage in projects via the Business Internship Program.
  • Open enrolment admission type, allowing flexibility for applicants.
  • Available in Fall, Summer, and Winter semesters.

This program is designed to meet the requirements for the Qualified Associate Financial Planner (QAFP) and Certified Financial Planner (CFP) certification exams, ensuring that students are well-prepared for their professional journeys.

Featured Experiences

  • Hands-on learning through the Business Internship Program, allowing students to apply their knowledge in real-world settings.
  • Creation of a professional financial plan in the second semester, integrating various financial components learned throughout the program.
  • Access to the Advanced Career Development program, which provides essential career training.
  • Networking opportunities with industry professionals through various program activities.

Career Options

Graduates of the Post-Degree Diploma in Financial Planning can pursue a variety of career paths in Canada, including:

  • Financial Advisor: Provide clients with financial advice and strategies to help them achieve their financial goals.
  • Associate Advisor: Support senior advisors in managing client portfolios and developing financial plans.
  • Bank Customer Service Associate: Assist customers with banking inquiries and provide information on financial products.
  • Budget Analyst Intern: Help organizations manage their budgets and analyze financial data to improve efficiency.
  • Compliance Officer: Ensure that financial institutions adhere to regulations and internal policies.

With over 23,000 job openings expected in the financial sector between 2022 and 2031, graduates can look forward to excellent job prospects in various roles.

 

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

Visit Douglas College official website