Financial Planning (FIP)

Program overview

The Financial Planning (FIP) program is an eight-month graduate certificate designed to prepare students for a career in one of the fastest-growing sectors of financial services. This program equips students with essential skills for various roles in banks, trust companies, insurance firms, and investment and wealth management companies. Students will learn to manage personal finances, provide financial advice, and pursue industry-demanded certifications, making them well-prepared for the financial planning landscape.

Program structure

The Financial Planning program is structured to provide a comprehensive learning experience over a duration of 2 semesters (8 months). The program is offered in a flexible delivery format, allowing students to choose between in-person and online learning options. Key features of the program structure include:

• Full-time study option available
• Field placement work experience, requiring a minimum of 140 hours of financial planning-related employment activities
• Opportunity to complete an industry project as an alternative to field placement
• Courses delivered in a flexible format, combining in-person and online learning

Students are supported throughout their field placement experience, ensuring they can apply their knowledge in real-world settings while gaining valuable work experience.

Featured Experiences

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

• Field placement work experience to apply knowledge in a financial planning setting
• Industry project option for students who prefer an alternative to field placement
• Flexible delivery format with interactive learning spaces
• Access to career support services, including job boards and networking opportunities

These experiences are designed to ensure that students graduate career-ready and equipped with the skills necessary for success in the financial services industry.

Career Options

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

• Financial Services Professional: Work in various financial institutions, providing services to clients and managing their financial needs.
• Personal Banker: Assist clients with their banking needs, offering advice on financial products and services.
• Financial Adviser/Planner: Help clients create financial plans and strategies to achieve their financial goals.
• Investment Representative: Provide clients with investment advice and manage their investment portfolios.
• Insurance Agent/Broker: Sell insurance products and provide clients with information on coverage options.
• Financial Planning Support Associate: Assist financial planners in preparing documents and managing client relationships.

These roles highlight the diverse opportunities available to graduates, allowing them to make a significant impact in the financial services sector.

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