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GEORGE BROWN FULL-TIME PROGRAMS GUIDE 2012-2013


Financial Services

Financial Planning Program (Postgraduate)

Program Code: B407
Program Length: 8 months (2 semesters)
Starting: September, January
Certification: Ontario College Graduate Certificate
Location: St. James Campus
Apply to: ontariocolleges.ca

Admission Requirements and Fees

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Student success in college requires well developed learning skills and attitudes (such as being able to work independently, participate in a team, be well-organized, develop good work habits, and show initiative). These skills are as important as prior academic achievement. Applicants should have thoroughly developed these skills and attitudes before beginning their college programs.

List of Courses

Check the availability and status of this program: 2012/2013 Start Dates
2011/2012 Start Dates
Note: Due to ongoing program improvements courses are subject to change without notice.

FAST-TRACK TO A GREAT CAREER IN FINANCIAL PLANNING

The demand for qualified personal financial planners has increased significantly as more and more individuals seek advice on how to achieve their lifestyle goals. George Brown College’s postgraduate Financial Planning program is ideal for individuals who have a financial, accounting or business background and want to move quickly into this exciting and growing field.

George Brown College students in the class

PREPARE FOR DESIGNATION

Upon successful completion of the George Brown program, students will be qualified candidates to sit for the new Financial Planning Exam 1 – a required step toward obtaining a CFP® designation. More information on the CFP® designation and its requirements may be obtained at the FPSC website (fpsccanada.org).

Note: The requirements for each designation/certification are set by the granting body, not George Brown College. In order to qualify for any of these designations/certifications, you need to follow the process listed on its website and meet all the requirements applicable to you.

INDUSTRY-READY SKILLS

In two semesters, through this industry-accredited program, you will be fully qualified to advise clients about investments, retirement, trusts, taxation and insurance:

  • Construct financial plans customized to meet the goals and objectives of your clients.
  • Implement strategies to assure that goals and objectives are reached.
  • Monitor financial plans of your clients to measure progress against goals and objectives.

The unique structure of this program increases your marketability in one of Toronto’s fastest growing employment sectors.

FUTURE STUDY OPTIONS

For information on future study options, see transferguide.georgebrown.ca.

PART-TIME STUDY OPTIONS

We also offer evening courses and a part-time certificate program in Financial Planning. See the Continuing Education Course Guide at coned.georgebrown.ca.

YOUR CAREER

Financial services companies are seeking trained professionals for this rapidly expanding industry. Upon graduation you may find employment as a:

  • Personal Financial Advisor
  • Financial Planner
  • Investment Advisor
  • Securities Dealer

REQUIRED COURSES

In order to graduate, you need a total of 12 mandatory courses.

Printable version Curriculum Planner Start Date (2011-2012) (This PDF file* opens a new window)

SEMESTER 1


Courses (Mandatory)

Course Code

Pre-requisite

Math of Finance and Investment

MATH 4001

None

Canadian Securities I

FIN 4015

None

Personal Financial Planning

FIN 4004

None

Retirement Planning I

FIN 4005

None

Business & Family Law

LAW 4002

None

Professional Practice

FIN 4013

None

SEMESTER 2


Courses (Mandatory)

Course Code

Pre-requisite

Risk Management

FIN 4007

FIN 4004

Canadian Securities II

FIN 4016

None

Income Tax Planning

FIN 4014

None

Estate Planning

FIN 4010

FIN 4004

Advanced Financial Planning Practice

FIN 4012

Successful completion of semester 1.

Exam Preparation

FIN 4020

None

Not all courses will be offered every –Contact Program Coordinator for further information.

For more information
Call George Brown School of Financial Services
at 416-415-5000, ext. 2160
E-mail:

For updated information and course descriptions, call 416-415-2000 (TTY 1-877-515-5559) or long distance 1-800-265-2002.

George Brown College is continually striving to improve its programs and their delivery. The information contained in this calendar is subject to change without notice. It should not be viewed as a representation, offer or warranty. Students are responsible for verifying George Brown College admission, graduation, and fee requirements as well as any requirements of outside institutions, industry associations, or other bodies that may award additional designations concurrently with, or after completions of, a George Brown College program.

Return to: School of Financial Services

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Revised: August 10, 2011


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