Program Highlights
Gain the skills to become a financial planner with training in the Post-Baccalaureate Certificate in Financial Planning at Capilano University.
A good financial planner can make a huge difference in your financial future, whether it's helping manage investments, pensions, insurance, or planning your estate.
In this 18-month program, which is offered part-time at CapU's main North Vancouver Campus, you'll take an assortment of finance courses offered by our School of Business, in preparation for your new career in financial planning.
The program is designed for people with bachelor's degrees who are looking to take the licensing exams to gain the Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) designation.
Financial planners are well-compensated and in high demand, with thousands of job vacancies each year and not enough newly trained workers to replace them.
Contact us at the email address below to learn more about how the Post-Baccalaureate Certificate in Financial Planning can put you in a good spot for a rewarding new career.
- Apply sound information gathering and quantitative reasoning skills to client recommendations using the Financial Planning Body of Knowledge (FP Canada).
- Demonstrate client-centered interpersonal skills through empathy, listening, and problem solving that result in sensitive delivery of recommendations.
- Present recommendations and justifications clearly, concisely, and logically, both orally and in writing.
- Become a life-long learner able to initiate and direct one’s own ongoing professional development.
- Exemplify ethical and fiduciary conduct that embraces global consciousness and values the rights of all people including Indigenous Peoples.
Admission Requirements
Admission Notes
This program is designed for students who have an undergraduate degree and wish to enter the finance industry in Canada in a wealth management or advising role.
Program Requirements
Total program credits: 21.00