School: Fanshawe College

Program：Professional Financial Services

Program Description:

The Professional Financial Services program will give you the skills you need for limitless career success. This one-year graduate certificate is designed for university and college graduates looking for a career in financial services.  You'll learn about personal financial management, tax and retirement planning, insurance, investment and estate planning. You will also study the importance of people skills - critical for working with clients, evaluating their needs and offering financial advice.  Available 100% online or in a traditional in-class format with a September and January admission.

If you are thinking about completing your program online you can assess your readiness with Smart Measure, an indicator of the degree to which distance learning and/or learning in a technology rich environment is the right fit for you. We also have a handy checklist to guide you along the way to becoming an online learner.

Advantages:
Professional Financial Services is a one-year Ontario College Graduate Certificate program, completed in two four-month levels. The program is designed to leverage a university or college credential in any discipline by providing a fast track to a career as a Professional Financial Planner. An intensive curriculum prepares graduates to provide clients with professional advice to build wealth and ensure financial security through setting goals, managing finances, minimizing tax, managing life's risks, and building investment portfolios, as well as customer relations and providing product to clients. The curriculum prepares students to pursue the Certified Financial Planner® CFP®, with the CFP designation awarded by the Financial Planning Standards Council www.fpsc.ca.  Graduates complete the Registered Retirement Consultant curriculum and may challenge the RRC® designation assessment.     Students are prepared to write the Canadian Securities Course® CSC® and Life Licensing Qualification Program exams. Upon successful completion of the program and external examinations, graduates are well equipped with skills and credentials to enter a wide variety of careers in banking, investment, insurance, credit and financial planning.

Admission Requirement:

A Two- or Three-Year College Diploma, or a Degree
(Note: minimum 'C+' average or cumulative 2.5 GPA)
OR
Acceptable combination of related work experience and post-secondary education as judged by the College*
OR
Five years of work experience in the Financial Services Industry as judged by the College to be equivalent*

Note:

• *Applicants may be      required to submit a resume and cover letter that includes details of      work experience.

Tuition Fees:

Canadian students

International students

Career
Graduates of Professional Financial Services are prepared to enter the financial services sector in a variety of fields, including customer service, banking, wealth management, life insurance, investments and credit financial planning. Graduates are suited to a variety of junior-level to intermediate-level positions, including sales representative, customer service supervisor, call centre supervisor, loan officer, mortgage specialist, bank supervisor, insurance advisor, investment advisor, tax advisor, credit counsellor, financial planner, wealth manager, retirement planners, estate planner and securities dealer.

Credits Transfer

Fanshawe has pathway partnerships with over 60 institutions worldwide.  From degree completion to Master's Program admissions pathways – we have it covered.

Pathways database

Fanshawe's Pathways database can be searched by your Fanshawe program or your desired institution.  We make every effort to reflect the most current pathway information, however, it may be subject to change.

ONTransfer.ca

Link to Fanshawe College Official Website

https://www.fanshawec.ca