Thrive in the financial services industry in Canada.
The two-year Financial Services-Canadian Context Ontario College Graduate Certificate program is specifically designed to support students transitioning into the Canadian work environment in the customer sales and service areas of:
banking
insurance
financial planning
wealth management
In this program, you build knowledge and skills to evaluate and recommend financial products and services based on clients individual needs. You develop techniques to collect and analyze client information to create and present customized financial plans. Sales strategies and relationship building techniques are applied while adhering to legal and ethical practices and industry standards. Throughout the program, you develop a professional competencies portfolio to document marketable skills. The fourth semester of the program focuses on experiential learning within a variety of real-world scenarios. Through experiential and simulated workplace learning, you develop financial advising strategies to facilitate clients short- and long-term financial goals. Topics include:
saving and borrowing for major purchases
postsecondary education and retirement planning
insurance for wealth protection
investing for diversification, growth and tax efficiency
estate planning for succession and wealth transfer
Graduates are eligible to write the Canadian Securities Course designation exams. Algonquin College collaborates with the Canadian Securities Institute (CSI) and the Canadian Institute of Financial Planning (CIFP) to offer the Financial Services - Canadian Context Graduate Certificate Program, which meets FP Canada`s Core and Advanced Curriculum educational requirements. The program provides a pathway to the following designations upon completion of their additional requirements and exams:
Canadian Securities Course (CSC designation)
Qualified Associate Financial Planner (QAFP) designation (see FP Canada website for additional requirements)
Certified Financial Planner(CFP) designation. (See FP Canada website for university degree and additional requirements)
The CSC QAFP and CFP are not awarded by Algonquin College. For more information on these credentials, refer to the websites: https://fpcanada.ca/become-a-financial-planner, https://www.fpcanada.ca/certifications/cfp-certification and https://www.csi.ca/student/en_ca/courses/csi/csc.xhtml.
You may find employment as a personal financial or investment advisor in a broad range of financial institutions. These might include:
banks
credit unions
financial planning offices
insurance companies
brokerage firms
SUCCESS FACTORS
This program is well-suited for students who:
Possess customer-focused communication skills, both written and oral.
Thrive in a dynamic team-based work environment.
Possess an analytical and mathematical aptitude.
Are detail-oriented and able to follow complex instructions.
Are outgoing and have strong interpersonal skills.