Financial Planning
Course Overview
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
- Counseling a client on potential tax and legal implications of their financial plan
- Creating a comprehensive financial plan for a client with complex needs
Course Structure
Course Structure:
Semester 1:
Core Courses: 7 (MATH 4001, FIN 4024, FIN 4004, FIN 4005, LAW 4002, FIN 4017, FIN 4023)
Semester 2:
Core Courses: 5 (FIN 4026, FIN 4025, FIN 4018, FIN 4010, FIN 4012)
Note: There are no elective courses in this curriculum. All listed courses are required for graduation.
Entry Requirement
| Admission Requirements | |
|---|---|
| Academic Entry Requirements |
|
| Language Requirement | |
|---|---|
| IELTS Score (Minimum) | 6.5, minimum 6.0 in each skill band. |
| TOEFL-IBT Score (Minimum) | 88 (online) minimum 22 in each skill band. |
| PTE Score (Minimum) | 60, overall minimum 55 in each skill band. |
Career Opportunities
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