Graduate Certificate in Financial Planning
1 Year Full Time
CourseImg Accounting & Finance CAD 15164
Min. Qualification :
Bachelor Degree
CampusImg
Scholarship
Specializations
  • Accounting & Finance
Fees Details
Year Name Fees Total
1 Tution Fee CAD 15164 15164.0
Required Documents
  • Passport Copy
  • 10th Marklist
  • 12th Marklist/Equivalent
  • Degree Individual Marklists
  • Proof of IELTS Score
  • Proof of PTE Score
  • Proof of TOEFL Score
  • Proof of Duolingo Score
  • Proof of CAEL Score
  • Cambridge English Exams (B2 First/C1 Advanced/C2 Proficiency)
  • Degree Consolidated Marklist
  • Degree Certificate/Provisional Certificate
Admission
Starting Date Application Deadline Status
Eligibility

 Academic :  65% in Bachelor Degree 
IELTS -  Minimum 6.5 with no skill below 6.0
PTE -   Minimum 60 
TOEFL - Minimum 88 with no skill below 22
CAEL CE - Minimum  70(Writing no less than 60)
Cambridge English Exams (B2 First/FCE, C1 Advanced/CAE or C2 Proficiency/CPE)-   Minimum Score 176 not less than 169
 Duolingo- Minimum Score 125 to 130

Admission Process

1. Application will be processed on TEN Portal.
2. Application fee of 90$ will be charged from the student and it is to be paid via credit card .
3. All the academic documents are to be uploaded at the time of application only.
4. Student can apply for conditional offer also.
5. If any documents is pending to be upload it can be shared afterwards by email also.
6. After processing of application student will receive acknowledgement and his/her login details of student portal where student can track application status.
7. Offer letter will be received on student portal.
8. For any reason if student wishes to defer than after paying the fee offer letter can be defer and request to defer form is to be submitted via email which can be find in vision files to library and new offer letter will also available on student portal. 

Syllabus

2021/2022 Academic Year

Semester 1: Offered in Fall, Winter and Summer
CSC101 Canadian Securities Course 1
FIP210 Career Development for Financial Planning Professionals
FIP501 Foundational Financial Planning and Financial Management
FIP502 Planning for Retirement, Education and Individuals with a Disability
FIP503 Income Tax Planning
FIP504 Risk Management and Insurance Planning
FIP505 Estate Planning and Legal Aspects
 
Semester 2: Offered in Fall, Winter and Summer
CSC102 Canadian Securities Course 2
FIP506 Investment Planning
FIP507 Advanced Financial Planning
FIP508 Comprehensive Financial Planning
FIP509 Financial Planning Behaviour and Practice Management
FPL210 Field Placement - Financial Planning
FSP202 Interpersonal Communication Skills for Financial Planners
 

Note: Courses are offered in co-operation with Advocis: The Financial Advisors Association of Canada and the Canadian Securities Institute. Additional tests musts be completed to pursue industry certifications.

Description

This eight-month graduate certificate program prepares you to become specialized in one of the fastest growing sectors in financial services. The curriculum will equip you with a skillset for working in client-facing and behind-the-scenes roles with banks; trust companies; insurance companies; and investment, wealth management and financial planning firms. You will also learn to manage your personal finances, provide financial advice to the public and pursue industry-demanded certifications.

Skills

Throughout this program you will develop the following skills:

  • communication
  • critical thinking
  • financial planning
  • interpersonal and relationship skills
  • teamwork and collaboration

 

Visa

For visa process, refer to this link:

https://www.canada.ca/en/immigration-refugees-citizenship/services/study-canada.html
The VISA Application should be submitted online with Documents mentioned below.

Study Permit – Checklist of Documents.

  1. All Academic Documents
    1. 10th  Marksheet
    2. 12th Marksheet
    3. Passing Certificate
    4. Admit Card (12thClass)
    5. Bachelors Marksheets
    6. Degree Certificate
    7. Backlog Certificate
  2. IELTS/PTE
  3. E- Medical – Information or tracking sheet (After Medical Doctor will give you this document).
  4. Passport / Old Passport (if any)
  5. 2 Photographs with white background. (35mm X 45mm) (80% face should be visible)
  6. Aadhar Card
  7. Income tax returns of Parents (Only in case of Non-SDS Applicants).

Note:  All documents front and back sheet, (1 Photocopy set (clear) and notarized)

  1.  Copy of birth certificate, if you are under 18 years of age
  2.  Job Documents, if you are employed or proof of past employment, if any

(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.

For GIC: 10200 CAD (Funds must be transferred to Canada from student’s bank account in India)

Embassy Fee:  235 CAD (150 CAD VISA Fee + 85 CAD Biometric Fee)

 

Graduate Certificate in Financial Planning
  • Toronto, Canada
  • ESTD 1967
  • Public
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