Financial Planning
Description
Effective April 1, 2022, candidates applying for QAFP certification must hold, at minimum, a two-year college diploma and candidates applying for CFP certification must hold, at minimum, a bachelor's degree. For more information on this requirement visit the FP Canada™ Post-Secondary Education Requirements FAQs (opens in new window).
CERTIFIED FINANCIAL PLANNER (CFP) is an internationally recognized professional designation that is administered by the Financial Planners Standards Council (FPSC). Upon successful completion of the course material, you may write the CFP Accreditation exams which are scheduled in June and November each year. Accreditation also requires three years of practical experience, a capstone course (taken after the PE1 exam) and a PE2 exam (taken one year after the PE1 exam) to qualify for the CFP designation. In order to qualify for the FPSC Level 1 Examination in Financial Planning you must receive a 50% passing grade or greater in each course. A 60% average or greater is required to attain the Mohawk College Certificate.
- Understand the financial planning process
- Understand Time Value of Money (TVM) and its influence on our decisions
- Explore investment regulations at the provincial and federal levels
- Create an investment portfolio to fit the needs of an investment plan
- Be able to apply appropriate tax strategies to various types of investments
- Explain how retirement planning impacts our daily lives
- And many others!
Admission and Registration
You do not need to apply to begin this program. Simply ensure you meet the requirements listed on the Admission Requirements webpage prior to registering.
These courses are not suitable for someone taking them for their own personal financial planning.
Financial Assistance
*** Bursary funding may be available. Learn more about Financial Assistance Options for Continuing Education Students.
PROGRAM OF STUDIES: A selection of courses is available each term. Courses that are currently not available (N/A) for registration may be offered in the future. check back frequently.
Mandatory Courses:
ACCT10036 Income Tax Planning
FINC10052 Risk Management and Estate Planning
BUSN10152 Retirement Planning
INVS10004 Strategic Investment Planning
Note: Check with the institution regarding start/ end dates, prices, and delivery method. These may vary according to program, section, and/or semester.
Overview
- Institution: Mohawk College
- Program type: Certificate
- Language: English
- Program Code: 185
- Delivery Method: Fully Online/Distance
Disclaimer:
Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.
Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.