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Graduate Certificate in Financial Planning George Brown College - St. James Campus George Brown College - St. James Campus, Canada

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CAD 18253

Tuition Fee (CAD)

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CAD 110

Application Fee

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8 months

Duration

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6.5

IELTS

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88

TOEFL

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55%

Min GPA

Program Overview

The Financial Planning graduate certificate is an eight-month program that gives students the skills to help others reach their financial and lifestyle goals. Financial advisors, personal banking officers, and investment advisors are among the jobs graduates enjoy after this program.

With many financial services companies—such as banks, financial planning firms, and other financial institutions—eager to hire talent with an in-depth understanding of financial planning, the Financial Planning graduate certificate program offers a great opportunity for students looking to break into this field.

Here are some skills you’ll be able to show off after completion of the Financial Planning program:

  • Assessing a client’s current and future financial position based on their cash flow, budget, and net worth
  • Advising on critical topics like retirement, estate planning, insurance and risk management
  • Counselling a client on potential tax and legal implications of their financial plan
  • Creating a comprehensive financial plan for a client with complex needs

Program Learning Outcomes
The graduate has reliably demonstrated the ability to:

  • Integrate ethical decision-making processes into all aspects of the financial planning profession.
  • Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
  • Prepare accurate and relevant financial plans manually and electronically.
  • Integrate economic and personal information necessary for effective financial planning decisions.
  • Compare, contrast, and select, from appropriate financial products and services, investment planning and counselling services for the public according to industry standards, including taxation counselling.
  • Effectively market financial products through the development of an inventory of prospective clients, following up with individual sales strategies in pursuit of new and renewal business.
  • Recognize potential tax and legal implications within a financial planning situation.
  • Identify and apply written and verbal client-focused communication styles and strategies.
  • Research market opportunities and implement a business plan in support of client needs, as well as student career choices.
  • Qualify to challenge the Certified Financial Planner (CFP™) and to be fully licensed with the IIROC/MFDA.
  • Provide recommendations and options to the public for managing risk involving life and health insurance products.
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Additional Information

Program Level Postgraduate Certificate / Diploma

College/University Processing Time 70

Program Intensity Full-Time

Post-Graduation Work Permit (PGWP) work permit

Program Intake

Closed

Jan 2024, May 2024, Sep 2024

General Admission Requirement

  • IELTS
    • Minimum Overall Score - 6.5 - With No Band Less Than - 6
  • TOEFL
    • Minimum Overall Score - 88 - With no score less than - 22
  • PTE
    • Minimum Overall Score - 60 - With no score less than - 55
  • DUOLINGO
    • Minimum Overall Score - 125.0  

Academic Requirement

  • Minimum Level of Education Required: To be accepted into this program, applicants must have a college Advanced Diploma (3-year) or Bachelor's Degree or demonstrated, relevant work experience (resume and references required).

6.5 IELTS Score
88 TOEFL Score Minimum Overall Score
60 PTE Score Minimum Overall Score
125 Duolingo Minimum Overall Score
55% CGPA Minimum Overall Score

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Tuition Fee

The values given below are estimated figures, excluding extra charges like material fee, student activity fees, athletic fees, health care, etc., for courses. To know more, please visit the Programs page.

Average Tuition Fee Per Year

18253

Tuition Fee
(CAD)

CAD 110

Application Fee
(CAD)

12000 Per year

Average Cost of Living
(CAD)

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The living costs include the total expenses per month, covering accommodation, public transportation, utilities (electricity, internet), books and groceries.

Check program website for more information about funding options.

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