Information on a Career in Financial Planning A postgraduate financial planning certification program may be a good choice for individuals who wish to
Build careers with financial institutions
Plan their investments, debts and taxes and retirement on their own
Gain working knowledge about various financial products available in the market
Sell financial products and schemes independently without being associated with any company in particular
Obtain an eligibility and prepare to become Certified Financial Planners
The financial planning course typically runs for one year through two semesters and covers a wide range of subjects, in order to provide students with complete understanding of related concepts. It not only includes basic courses in accounting and tax planning but also covers advanced courses, such as estate planning, corporate credit management, retirement planning, risk management and strategy development. A strong emphasis is also laid on ethics and shareholders management education. After Course Completion Upon course completion, the graduates can either find employment with banks and other financial institutions or practice independently. They are responsible for helping individuals plan their financial futures and choose the right financial products according to their specific needs. They suggest them regarding
Where to invest in present to cover their retirement needs
Which financial product to buy for tax planning
What to do today to secure the futures of their children
Where to put money to put their children through college tomorrow
How to manage debts
What could be the legal implications of a specific financial situation
How to make a right decision when it comes to handling finances
How to plan effectively to meet long term goals
When they work with an organization, they are also expected to:
Source potential clients
Acquire new clients
Conduct financial researches
Centennial College
Answering the queries of clients
Meeting clients on regular basis
Helping clients build a portfolio of their financial investments
Stay abreast with the regulations pertaining to taxes and asset management
Where to Study Financial Planning in Canada? A number of colleges offer financial planning programs in Canada. Unfortunately, not all fulfill your specific goals. Centennial College’s one-year program in financial planning is considered to be one of the most precious programs in the country. It provides an edge over other programs because it
Provides students with all the educational requirements to challenge the CFP (Certified Financial Planner) exam
Makes use of instruction materials from professional bodies to deliver the course
Strictly adheres to industry standards
Includes CSC (Canadian Securities Course) preparation
Offers students an opportunity to study further and enroll into more advanced financial planning courses
In order to enroll in a postgraduate financial planning course, interested individuals need to fill an application form and submit a copy of college diploma or university degree certificate, and a proof of English proficiency. Candidates with partial post-secondary education (minimum two years) with relevant experience can also apply for this program. All applicants may need to take an assessment of numeracy skills. For more info visit at http://www1.centennialcollege.ca/Programs/ProgramOverview.aspx?Program=2843
Centennial College