The baby boomers, that cohort of 40- to 60-year-olds who account for one in three Canadians, are expected to be the wealthiest retirees in history and will likely want help managing their assets for decades to come. Be in demand advising clients on investments, retirement, trusts, taxation and insurance. Find employment as a financial advisor, financial planner or investment advisor. Or use your entrepreneurial skills and knowledge gained in the program to open your own business or act as a consultant.
Professional Accreditation, Endorsement and Recognition
Our program is approved by the Financial Planning Standards Council (FPSC). You will have the opportunity to seek your Certified Financial Planner (CFP) designation and to complete the Canadian Securities Course (CSC). Completion of the CSC is mandatory for those who wish to be licensed to sell stocks, bonds and mutual funds. Graduates will also be able to seek their Life Licence Qualification Program (LLQP), which is mandatory for those who wish to sell life, health and disability insurance.
Gain first-hand experience in the industry with a four-week work placement, which takes place either part-time during the program or full time at the end of the program. Placements provide the valuable work experience employers seek.