Ontario College Graduate Certificate in Financial Planning
Location:
- St. James Campus
The George Brown College Financial Planning graduate certificate program provides students with the knowledge and skills to work in the field of financial services.
Upon completion of this program, you will be able to:
- Help clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as:
- Financial Management – assess the client’s current and future financial position, based upon their cash flow, budget, and net worth.
- Investment Management – assess the nature of the client’s assets based on their risk tolerance, time horizon and expected rates of return
- Retirement Planning – compare the client’s expected lifestyle in retirement to their current retirement assets and planned savings
- Tax Planning – assess the client’s current and future tax obligations and strategies employed to minimize or defer taxation
- Insurance and Risk Management – manage the client's exposure to an unexpected financial loss due to death, health issues, property damage, and other risks
- Estate Planning – assess how the client can meet their objectives upon death in the most efficient and cost-effective manner
- Prepare a comprehensive financial plan for a complex client situation, integrating and prioritizing the activities listed above
Intakes
- Jan Deadline: Oct
- Sep Deadline: May
Application Processing Time in Days: 20
Minimum English Language Requirements
English Level Description | IELTS (1.0 -9.0) | TOEFL IBT (0-120) | TOEFL CBT (0-300) | PTE (10-90) | |
---|---|---|---|---|---|
Expert | 9 | 120 | 297-300 | 86-90 | |
Very Good | 8.5 | 115-119 | 280-293 | 83-86 | |
Very Good | 8 | 110-114 | 270-280 | 79-83 | |
Good | 7.5 | 102-109 | 253-267 | 73-79 | |
Good | 7 | 94-101 | 240-253 | 65-73 | |
Competent | 6.5 | 79-93 | 213-233 | 58-65 | |
Competent | 6 | 60-78 | 170-210 | 50-58 | |
Modest | 5.5 | 46-59 | 133-210 | 43-50 | |
Modest | 5 | 35-45 | 107-133 | 36-43 | |
Limited | 4 | 32-34 | 97-103 | 30-36 | |
Extremely Limited | < 4 | < 31 | < 93 | < 30 |
Job Opportunity Potential
Financial services companies, including banks, financial planning firms, and other financial institutions, are seeking individuals with knowledge of financial planning. Graduates of the program have found employment as:
- Financial Advisor/Planner
- Financial Services Representative
- Personal Banking Officer
- Investment Advisor
PSW Opportunity
- N/A
Admission Requirement / Eligibility Criteria
College Advanced Diploma (3-year) or Bachelor's Degree or demonstrated, relevant work experience (resume and references required).
- Course Code: B407
- Course Type: Full Time
- Course Level: Post Graduate Diploma or Certificate
- Duration: 08 Month
-
Total Tuition Fee:
14600 CAD
Annual Cost of Living: 20635 CAD
Application Fee: 95 CAD
Represented Indirectly Through Associated Partners
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