• Financial Planning Certificate

    Financial planners make a real difference in people's lives by helping them meet their financial goals. Develop the skills you need to help someone achieve financial well-being by learning to account for the various dimensions of a client's financial situation and to identify and analyze potentially conflicting objectives. Study all of the relevant financial elements, including budgeting, investing, tax planning, retirement planning and estate planning as well as debt/risk management. Our Financial Planning Certificate qualifies as the first step on the path to obtaining the Certified Financial Planner® designation.

    Note(s)

    The courses in this certificate are offered in conjunction with the Canadian Institute of Financial Planning (CIFP) and are accredited by the Financial Planning Standards Council (FPSC), which administers the CFP® designation. Graduates of the Financial Planning Certificate must also successfully complete a CIFP program review and evaluation online course and CIFP preparation examination in order to qualify to write the Level 1 CFP examination. This certificate alone does not represent the extent of the CFP designation requirements. The requirements are set by the FPSC, not George Brown College. To pursue the CFP designation, you must follow the process listed on the FPSC website and meet the requirements applicable to you.

    Completion Details

    You must complete our FIN 9030 Retirement Planning course prior to taking the other courses in this certificate. You must complete all the other courses in this certificate prior to taking our FIN 9031 Income Tax Planning course. The order in which you complete the remaining course requirements is only restricted by course prerequisites. You must achieve a cumulative grade average of C (63%) or better to be eligible to request the certificate upon completion.

    Compulsory Courses (Four)