Becoming a financial planner is the most relevant career option if you have a love for figures, budgets, calculations and taxes, etc. Some individuals take up a financial course to manage personal finances and offer one-on-one consultations to neighboring families whereas others do it to build a rewarding career in this field. Apart from this, anyone dealing with debt or saving for retirement can consider this program.
This two-semester financial planning program, in either of scenarios, makes a great choice. While there is no shortage of DIY finance books online, a full-time regular will help you build strong fundamentals in
- Accounting
- Tax planning
- Estate planning
- Risk management
- Retirement financial planning
- Marketing
- Corporate credit management
- Crafting and executing strategy
- Ethics and stakeholder management, regardless of what you intend to do after completing the certification.
The course offers much more to those who are looking to build a rewarding career in the field of financial planning. The one year financial planning certification helps you prepare for the Certified Financial Planner (CFP) exam, CSC (Canada Securities Course) and Wealth Management Essentials (WME). The program also gives you the opportunity to obtain a Graduate Certificate in the field of financial planning. However, remember that license fees for these courses and examination fees are mandatory and are in addition to the regular tuition fees.
On successful completion of this one-year course, you can also participate in articulated programs with universities, institutes or other professional associations for further study.
The financial planning graduates can also find employment with financial institutions such as, banks, financial planning companies, credit unions, life insurance companies, investment dealers and mutual fund companies.
Benefits of a Financial Planning Certification in Day-to-Day Life
- Along with gaining basic understanding in different aspects of financial planning, you will be able to
- Make informed decisions as far as your finances are concerned
- Compare different financial products and services and choose the best from the available ones
- Effectively utilize your personal and family finances
- Work out discrepancies in budget
- Plan effectively for meeting long term financial goals
- Effectively market financial products if you're working as a freelance marketing professional or with some company
- Recognize legal implications of a certain financial situation
- Plan your taxes well
- Save for your retirement
- Help friends, colleagues and relatives in managing their finances, debts and taxes
Enrolling in a Financial Planning Program
The one-year financial planning course is a graduate certificate program. You will need to have a university degree or college diploma in any discipline, proof of English proficiency and certain numeracy skills.
Having a relevant work experience is an added advantage. The college may also review your resume and transcript. The best part is that you don't need to be a financial graduate for being able to apply for this course.
If you are planning to study financial planning and enroll in a graduate program in Canada, you can apply with public colleges. The applications are accepted both online and in person. Another important point is that you may be eligible for a program transfer if you have previously attended the same college. Your offer of admission will be confirmed online if your qualifications and work experience meets their eligibility criteria.
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