This eight-month graduate certificate program prepares you to become specialized in one of the fastest growing sectors in financial services. The curriculum will equip you with a skillset for working in client-facing and behind-the-scenes roles with banks; trust companies; insurance companies; and investment, wealth management and financial planning firms. You will also learn to manage your personal finances, provide financial advice to the public and pursue industry-demanded certifications.
Throughout this program you will develop the following skills:
To support your learning, a field placement work experience must be completed. This experiential learning opportunity will provide you with the opportunity to apply the knowledge and skills you learned in a financial planning setting, while also gaining valuable work experience.
This experience requires you to engage in a minimum of 140 hours of financial planning-related employment activities during your studies. The field placement experience is an unpaid or paid position that is available to students who are in good academic standing with ÌÇÐÄvlog¹ÙÍø and who meet all identified requirements prior to participating in the field placement experience. While eligibility for participation does not guarantee that a field placement position will be secured, students are supported every step of the way by ÌÇÐÄvlog¹ÙÍø in locating, applying and obtaining a field placement experience with industry partners.Ìý
As an alternative to a field placement, you may complete an industry project that allows you to demonstrate your learning while gaining experience that will help you improve your employment opportunities.
| Start in | Location | Availability |
|---|---|---|
| Sept. 2025 | Newnham | Open |
| Jan. 2026 | Newnham | Suspended |
Please note that availability is subject to change and a seat is not guaranteed.
| Start in | Location | Availability |
|---|---|---|
| Sept. 2025 | Newnham | Open |
| Jan. 2026 | Newnham | Suspended |
Please note that availability is subject to change and a seat is not guaranteed.
This program meets Post-Graduation Work Permit (PGWP) eligibility requirements.
This program is offered in ÌÇÐÄvlog¹ÙÍø's flexible delivery format, with some courses delivered online. In courses delivered in the flexible format, using interactive learning spaces, professors teach in person to students in a physical classroom or lab and stream to students online at the same time. Students have a choice of coming to campus for an in-person experience or learning online.
Learn more: ³§±ð²Ô±ð³¦²¹â€™s program delivery options and how courses in this program will be delivered each term.
Graduates of the program can explore the following career options:
Successful completion of this program is the first step in obtaining the following industry certifications and designations that are in high demand:
Students enrolled in this program have the opportunity to complete the — a prerequisite for employment in many areas of the financial services industry. Successful completion of the CSC and this program will allow students to obtain their .
Graduates of the program will be eligible to proceed directly to the:
Pursuing these certifications requires the completion of additional courses, examinations, and/or work experience, all of which involve additional costs.
We’ve made a bold commitment to embed principles of sustainability into every business program we offer.
Learn more aboutÌýÌÇÐÄvlog¹ÙÍø Business’sÌýcommitment to sustainability.
