Sheridan’s Financial Planning graduate certificate provides a fast start to your career in Financial Planning. Why spend three years in self-study to complete the academic requirements to become a financial planner while working in an entry-level financial services job when you can make the smart choice and spend 28 weeks in Sheridan’s Financial Planning graduate certificate and be ready to begin a lucrative and enjoyable career helping people reach their financial goals. If you already have a postsecondary diploma or degree and can take this program full-time, you’ll be ready to start your financial planning career in one year flat.
Earn the certificates you need as a financial planner
When you’ve completed the Financial Planning program, you will have the opportunity to earn certificates offered by the Canadian Securities Institute for:
- Canadian Securities Course® (CSC®)
- Conduct and Practices Handbook Course® (CPH®)
In addition, you’ll be able to:
- Complete the (L.L.Q.P.) Canadian Insurance Course® (CIC®), a prerequisite for the
Insurance Life-License Exam - Complete the Advocis/CCH Canadian Limited CFP Education Program, a program that qualifies you to challenge the CFP Examination
Sheridan’s Financial Planning courses are taught by well-qualified professors who are highly experienced in the financial services field. Employers rate this program as top quality. Faculty members maintain strong connections to the business community and encourage businesses to recruit our graduates.
Classroom teaching methods include:
- Review of case studies
- Exploration of financial planning software
- Role-playing client/planner discussions
- Presentations by guest speakers and business leaders
Additional Costs
In addition to tuition fees, you should be prepared to pay approximately $3,500 for registration with external licensing and accreditation organizations. Fees are subject to change by the institutions.
The Financial Planning program is located at the Trafalgar Road Campus in Oakville, Ontario.
Jumpstart your career with a Financial Planning graduate certificate from Sheridan.
Among high-income earning jobs, financial planner ranked as one of the most secure and least stressful out of 250 job categories, according to a recent U.S. annual survey reported in the Jobs Rated Almanac. Take 28 weeks to complete the Sheridan Financial Planning program, and you’ll be ready to assume one of these highly desirable jobs:
- Account manager or financial adviser with banks and trust companies
- Full-service investment specialist in the securities brokerage industry
- Personal financial planning practitioner
- Portfolio manager
- Credit counselor
- Estate planner
- Insurance specialist
PROGRAM ELIGIBILITY
- Postsecondary diploma or degree
and/or
- Demonstrated competence through related work and/or educational experience
APPLICANT SELECTION
Eligible applicants are selected on the basis of previous academic achievement, and/or demonstrated experience.
In some cases, applicants may be requested to submit a résumé, which includes details of related work experience, and a cover letter, which summarizes their career goals and reasons for wanting to take this program.
Postsecondary transcripts, indicating courses completed to date, must be submitted to ontariocollegs.ca at the time of application.
Applicants who do not meet the admission requirements for this program will be assessed and advised individually and may be considered for other, related programs.
| CODE |
TITLE |
CREDITS |
| |
|
|
| TERM 1 |
|
|
| FINA 50213 |
Financial Planning Fundamentals |
3 |
| FINA 53249 |
Contemporary Practices in Financial Planning |
3 |
| FINA 54557 |
Comprehensive Practices in Risk and Retirement 1 |
3 |
| FINA 56133 |
Comprehensive Practices in Risk and Retirement 2 |
3 |
| FINA 52399 |
Canadian Securities Course Volume 1 |
3 |
| APPL 56967 |
Professional Financial Software |
3 |
| |
|
|
| TOTAL: |
|
18.0 |
| |
|
|
| TERM 2 |
|
|
| FINA 52847 |
Conduct and Practices Handbook Course |
3 |
| FINA 52397 |
Wealth Management and Estate Planning |
3 |
| FINA 53827 |
Canadian Insurance Course 1 |
3 |
| FINA 50878 |
Canadian Insurance Course 2 |
3 |
| FINA 51934 |
Canadian Securities Course Volume 2 |
3 |
| FINA 57721 |
Case Studies and Presentations for Financial Planning |
3 |
| |
|
|
| TOTAL: |
|
18.0 |
Note: Courses subject to change.