Professional Financial Services is a one-year Ontario College Graduate Certificate program 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 products to clients. This program offers a part-time version. The program will also provide the opportunity to complete educational components of industry designations including:Qualified Associate Financial Planner (QAFP™)
Certified Financial Planner (CFP®) Note: an approved degree is a requirement in 2022
Personal Financial Planner (PFP®)
Registered Retirement Consultant (RRC)
You’ll also complete the Canadian Securities Course (CSC) and Life License Qualification Program (LLQP) courses related to industry licensing.