Overview
Our courses will provide you with the skills and knowledge to work in either client facing or back-office roles with Canadian banks, insurers, wealth management and financial planning firms. Following graduation, you will be eligible to write the CFP exam, offered through FP Canada. This Financial Planning Services programme is offered at Conestoga College .
Note:
- Students have the option to challenge the Canadian Securities Course (CSC) and the Life Licensing Qualifying Programme (LLQP) industry examinations, which provide credentials that are highly sought after by employers. There are additional fees associated with both industry examinations.
Careers
- Graduates of the programme are qualified to work in a variety of financial sector positions. These include banks, trust companies, insurance companies, mutual/fund investment companies, full-service and discount brokerage firms, as well as financial planning firms.
- Immigration, Refugees and Citizenship Canada (IRCC) updated the list of eligible fields of study for the Post-Graduation Work Permit (PGWP). For Conestoga's latest list of PGWP-aligned programmes, please visit the college website.
Get more details
Visit programme websiteProgramme Structure
Courses include:
- Life and Health Insurance
- Financial Planning Essentials
- Entrepreneurship for Financial Planners
- Investments and Securities
- Financial Planning Applications
- Tax Strategies For Financial Planners
Check out the full curriculum
Visit programme websiteKey information
Duration
- Full-time
- 12 months
Start dates & application deadlines
- StartingApplication deadline not specified.
Language
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Credits
Delivered
Campus Location
- Kitchener, Canada
Disciplines
Finance View 53 other Masters in Finance in CanadaExplore more key information
Visit programme websiteWhat students do after studying
Academic requirements
We are not aware of any specific GRE, GMAT or GPA grading score requirements for this programme.
English requirements
Prepare for Your English Test
AI-powered IELTS feedback. Clear, actionable, and tailored to boost your writing & speaking score. No credit card or upfront payment required.
- Trusted by 300k learners
- 98 accuracy using real exam data
- 4.9/5 student rating
Other requirements
General requirements
- A two- or three-year diploma or a degree from an accredited college or university
- English Proficiency
- Applicants with insufficient business background may be required to complete an introductory business course.
Technological requirements
All students entering this program must:
- have a laptop computer that meets minimum specified requirements
- own and maintain their laptop
- bring their laptop on the first day of classes.
Student Insurance via Studyportals Partner
Make sure to cover your health, travel, and stay while studying abroad. Even global coverages can miss important items like Additional medical costs, Repatriation, Liability etc. Make sure your student insurance covers your needs.
Studyportals partnered with Aon to provide you with the best affordable student insurance, for a carefree experience away from home.
Get your student insurance nowStarting from €0.53/day, free cancellation any time.
Remember, countries and universities may have specific insurance requirements. To learn more about how student insurance work at Conestoga College and/or in Canada, please visit Student Insurance Portal.
Make sure you meet all requirements
Visit programme websiteTuition Fees
Visit programme websiteFunding
Check for any work restrictions
Visit programme websiteIn order for us to give you accurate scholarship information, we ask that you please confirm a few details and create an account with us.
Scholarships Information
Below you will find Master's scholarship opportunities for Financial Planning Services.
Available Scholarships
You are eligible to apply for these scholarships but a selection process will still be applied by the provider.
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