Financial Planning Certificate Courses for Professionals

Changing course in your career is a decision not to be taken lightly, but once you get the itch for something different, it can be hard to ignore.

If you already have a degree, returning for four more years to get another becomes less appealing.

A credential in finance

Financial services, including financial planning, is a growth industry in B.C., with thousands of job openings in the sector projected over the next decade and recruiters facing shortages of qualified candidates to fill these well-paying jobs.

A good financial planner is critical for anyone looking to secure their future. Having a trusted professional handle everything from investments and stock portfolios to retirement savings, pensions, trusts and insurance can help put your mind at ease.

To address the gap in the market, starting this fall, CapU is offering the Post-Baccalaureate Certificate in Financial Planning – Professional, a one-year program designed specifically to help students who are licensed to work in B.C.’s financial services sector – either in life insurance (LLQP), securities (IIROC), mutual funds (MFDA) or as a mortgage broker – gain the skills to become financial planners.

The accelerated training offered in the certificate means after passing the QAFP exam, working in the field for a few years and amassing a roster of clients, students will be better positioned to challenge the CFP exam, but there’s more to working in financial services than simply passing the exam.

“You need people with both quantitative and qualitative skills to be successful,” Fraser said. “Critical thinking skills, curiosity, interest in people and asking the right questions about the things that matter to people.”