Financial Planning Services
1 Year Full Time
CourseImg Business & Management CAD 14500
Min. Qualification :
Bachelor Degree
CampusImg
Kitchener – Doon : English
Scholarship
Specializations
  • Business Management
Fees Details
Year Name Fees Total
1st Year Tution Fee CAD 14500 14500.0
Required Documents
  • Passport Copy
  • 10th Marklist
  • 12th Marklist/Equivalent
  • Application Fee Receipt
  • Proof of English Proficiency Test
Admission
Starting Date Application Deadline Status
2022-01-01 00:00:00.000 2021-12-15 00:00:00.000 Active
2023-09-01 00:00:00.000 2023-07-01 00:00:00.000 Active
2024-01-01 00:00:00.000 2023-11-01 00:00:00.000 Active
Eligibility

  • A two- or three-year diploma or a degree from an accredited college or university in a related field OR a minimum of three to five (3 to 5) years of related full-time formal work experience
  • Applicants possessing degrees/diplomas from institutions where the language of instruction was not English will be required to provide test scores as evidence of their English language proficiency. Test scores, if required, would be a minimum of TOEFL iBT 88; IELTS 6.5 with no bands less than 6.0; CAEL 70 with no sub-test band scores less than 60; PTE Academic 58; Conestoga English Language Test (CELT) Band 6; or equivalent scores in other recognized standard tests of English.

Admission Process

1. Application along with supporting documents will be processed on TEN Agent portal.
2. Non-refundable application fee of $100 will be charged from the student and it will be paid by credit card only .
3. Student will receive the admission offer either conditional or unconditional on his TEN Agent portal.After accepting the offer Fee invoice will be generated on student account.
4.After getting the fee invoice student can pay the fee and fee receipt can be found on TEN Portal  (Ten Agents)'.

Syllabus

Level 1

Course Details

 

Client Communication
BUS8147


 

Conestoga 101
CON0101


 

Ethics
ETHS8020


 

Canadian Securities I
FIN8070


 

Insurance Fundamentals
FIN8122


 

Financial Planning Essentials
FIN8195


Level 2

Course Details

 

Entrepreneurship for Financial Planners
ENTR8020


 

Canadian Securities II
FIN8080


 

Financial Planning Applications
FIN8165


 

Financial Planning Technical Knowledge and Analysis
FIN8200


 

Tax Strategies For Financial Planners
FIN8210

Description

Completion of this accelerated two-semester program will allow students to obtain an Ontario College Graduate Certificate in the field of financial planning. The program will provide students with all of the educational requirements to challenge the Financial Planning Standards Council (FPSC) Level 1 and Level 2 Examinations (for CFP Professionals) and optional licensing opportunities with industry regulators such as the Investment Industry Regulatory Organization of Canada (IIROC), the Mutual Fund Dealer Association (MFDA) and the Financial Services Commission of Ontario (FSCO) for insurance licensing purposes. The progressive course of study combines courses designed at Conestoga with those originating from industry standard setting organizations to prepare students for employment opportunities in banking, insurance, private wealth, brokerage and/or independent practice.

Visa

For visa process, refer to this link:
https://www.canada.ca/en/immigration-refugees-citizenship/seracvices/study-canada.html

The VISA Application should be submitted online with Documents mentioned below.
Study Permit – Checklist of Documents.
All Academic Documents
10th  Marksheet
12th Marksheet
Passing Certificate
Admit Card (12thClass)
Bachelors Marksheets
Degree Certificate
Backlog Certificate
IELTS/PTE
E- Medical – Information or tracking sheet (After Medical Doctor will give you this document).
Passport / Old Passport (if any)
2 Photographs with white background. (35mm X 45mm) (80% face should be visible)
Aadhar Card
Income tax returns of Parents (Only in case of Non-SDS Applicants).
(Experience Letter, Appointment Letter, Bank account Salary Statement (last 3 months), Pay Slips (last 3 months), Job Relieving Letter if resigned (From each employer)

Any document in a language other than English must be accompanied by notary attested English translation.

Financial Planning Services
  • Kitchener, Canada
  • Public
All Courses (203 )

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