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Post-Baccalaureate Certificate in Financial Planning Professional

Credential
Post-Baccalaureate Certificate

Duration
12 month(s)

CapU's Post-Baccalaureate Certificate in Financial Planning - Professional program is for people who work in financial services, have a degree and want to advance their financial advising career with a Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) designation.

A financial planner’s expertise guides clients through the challenges of investing, financing, retirement, estate and insurance planning to help them secure their financial future.

This five-course program is offered part-time and is designed exclusively for people who have a degree and are licensed in one of the following:

  • Life Insurance - Life License Qualification Program (LLQP)
  • Mutual Funds and Securities - Canadian Investment Regulatory Organization
  • Registered Mortgage Broker - BC Financial Services Authority (BCFSA)

Contact us today to learn how to complete the FP Canada™ Core and Advanced Curriculum in a classroom setting to qualify for the QAFP™ or CFP® exams.

CONTACT THE CAPU SCHOOL OF BUSINESS

CapU NABU students listening to a presentation.

Prepare for the CFP exam

After passing your QAFP exam and building up on-the-job experience, you'll be ready to study for the Certified Financial Planner (CFP) licensing exam.

Career paths

  • Financial advising
  • Financial consulting
  • Financial planning
  • Investment advising
  • Retirement planning
  • Stocks and securities

Start an in-demand career

Financial planning is a growth industry in B.C., with thousands of job openings projected in the next decade and shortages of qualified candidates to fill those roles.

Choose how you want to work

Many financial planners start their practices and work directly with their clients.

There are also options available at banks, investment houses and other financial institutions.

Related links

Request more info

Find out about your program of interest and learn about upcoming events, workshops, virtual and in-person campus tours.

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Contact us

For more information about this post-baccalaureate certificate program, contact us today.

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Information sessions

Plan ahead with this calendar of important program information sessions and open houses.

Upcoming info sessions

Apply now

Be you at CapU. Apply today.

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Intakes

Important dates

Applications open

Feb 6, 2024 – Aug 6, 2024

Course Registration & Waitlisting start

Jul 2, 2024

Fee payment deadline

4:00 PM - Aug 19, 2024

Important dates

Applications open

Feb 6, 2024 – Dec 3, 2024

Course Registration & Waitlisting start

Nov 12, 2024

Fee payment deadline

4:00 PM - Dec 16, 2024

NOTE: Important dates may change.

How to Apply

Are you applying as a domestic or as an international student?

Every student must apply to CapU through EducationPlannerBC (EPBC), a website for applying to universities and colleges across British Columbia.

Visit Apply Now to make sure you're ready to fill in your application.

  • When you submit your application, you will need to pay an application fee of $50, which gives you the opportunity to apply for 2 programs. 
  • You will need to upload a digital (PDF) copy of your transcripts and supporting documents at this time.
  • If you are currently in Grade 12, you must request that the Ministry of Education submit your transcript directly to Capilano University.
  • Documents must be in the original language of issue and translated into English by a recognized translator, if required.
Apply on EPBC

After submitting your application on EducationPlannerBC you will receive an acknowledgement message from us to your personal email.

  • This email will include your Student ID number and your myCapU account and email address.
  • Instructions on how to track your application will also be included.
  • All future messages from us will be sent to your myCapU email.
  • If you're applying to CapU as a new student, you can use your myCapU account to apply for entrance awards.

For students who have previously attended post-secondary, even though you submitted a digital copy of your transcripts on EducationPlannerBC, you must submit official university or college transcripts for transfer credit.

Please send all official documents to:

Registrar's Office
Library Building, Room LB152
2055 Purcell Way
North Vancouver, BC
V7J 3H5

Official documents may include:

These documents must be sent directly from that institution to Capilano University. They must include the seal of the institution and the signature of the authorizing school representative.

We will accept photocopies of transcripts if certified by the authorizing university or college officer. Notarized copies are not acceptable.

Students may also submit photocopies of academic documents verified by the issuing authority. These authorities include the Ministry of Education, the high school, university, or college, the apostille* or by the appropriate examination board.

Notarized copies are not acceptable.

*Apostille countries refers to an international form of a notary seal as certified by the Hague convention. These would be official notary documents from countries such as Russia, Ukraine, Armenia, Belarus, Kazakhstan, etc. and can be accepted in place of original or school-certified documents. The Apostille is prepared by either the Ministry of Education or the Ministry of Justice in these countries.

Please note: Documents issued in a language other than English must also include certified English translations. Documents must be in the original language of the issue and translated into English by a recognized translator, if required.

An academic document is original if issued to the student by the institution following that institution’s policies.

Notarized copies are not acceptable.

Once you've been accepted into a program, you'll need to start planning your courses.

  • You will be notified of your acceptance through your CapU email and your myCapU account.
  • View our page for admitted students to learn how to prepare for your first day.
  • If you wish to receive transfer credits, please submit official university/college/International Baccalaureate (IB)/Advanced Placements (AP) transcripts either electronically or by mail:

     

    Registrar's Office
    Library Building, Room LB152
    2055 Purcell Way
    North Vancouver, BC
    V7J 3H5

New Students

Most CapU programs need proof that you:

Every student must apply to CapU through EducationPlannerBC (EPBC), a website for applying to universities and colleges across British Columbia.

Visit Apply Now to make sure you're ready to fill in your application.

  • When you submit your application, you will need to pay a non-refundable application fee of C$135, which gives you the opportunity to apply for 2 programs.
  • You will need to upload a digital (PDF) copy of your transcripts and supporting documents at this time.
  • If your original transcripts and supporting documents are not written in English, please submit a translated copy.
Apply on EPBC

After submitting your application on EducationPlannerBC you will receive an acknowledgement message from us to your personal email.

  • This email will include your Student ID number and your myCapU account and email address.
  • Instructions on how to track your application will also be included.
  • All future messages from us will be sent to your myCapU email.
  • If you're applying to CapU as a new student, you can use your myCapU account to apply for entrance awards.
Funding for International Students

You've already sent digital copies of your transcripts to EducationPlannerBC as part of your CapU application, but we also need physical copies of your official high school, college or university transcripts.

If you're applying to CapU as a new student, you can use your myCapU account to apply for entrance awards.

Please send your official documents to:

Capilano University
Centre for International Experience, Room LB127
2055 Purcell Way
North Vancouver, B.C.
V7J 3H5

Official documents may include:

Students must submit official high school and university or college transcripts for admission.

These documents must be sent directly from that institution to Capilano University. They must include the seal of the institution and signature of the authorizing school representative.

We will accept photocopies of transcripts if certified by the authorizing high school, university, or college officer. Notarized copies are not acceptable.

Students may also submit photocopies of academic documents verified by the issuing authority. These authorities include the Ministry of Education, the high school, university, or college, the apostille* or by the appropriate examination board.

Notarized copies are not acceptable.

*Apostille countries refers to an international form of a notary seal as certified by the Hague convention. These would be official notary documents from countries such as Russia, Ukraine, Armenia, Belarus, Kazakhstan, etc. and can be accepted in place of original or school-certified documents. The Apostille is prepared by either the Ministry of Education or the Ministry of Justice in these countries.

Please note: Documents issued in a language other than English must also include certified English translations. Documents must be in the original language of the issue and translated into English by a recognized translator, if required.

An academic document is original if issued to the student by the institution following that institution’s policies.

Notarized copies are not acceptable.

If you are accepted into a program, you will receive a letter of offer in your myCapU email inbox.

  • You will need to confirm your acceptance into the program by paying a tuition deposit outlined in your letter of offer.
  • This deposit will go towards your first-semester tuition once you are registered for courses at CapU.

After paying your tuition deposit, you will receive a letter of acceptance in your myCapU inbox. This may be used to apply for, or renew, a study permit.

  • Depending on your citizenship, you may also need to apply for an entry visa.
Permits & Visas

Once you've been accepted into a program and have applied for your study permit, you'll need to start planning your courses.

  • You will be notified of your acceptance through your CapU email and your myCapU account.
  • View our page for admitted international students to learn how to prepare for your first day.
Info for Admitted International Students

Admission notes

This program is appropriate for students who have an undergraduate degree, are licensed and working within the financial services sector, and wish to complete their Certified Financial Planning Core Curriculum from FP Canada. 

Apply Now

Are you ready to rise to the challenge?

Apply now to CapU

Transfer Students

Find out how you can transfer your credits from another post-secondary institution to CapU.

Applying as a Transfer Student

Returning Students

If you're returning to CapU to complete your program or to apply into a new program, please contact the Registrar's Office.

Contact Registrar's Office

Switching Programs

If you want to change your program of study, you need to submit a new application to CapU.

Re-apply to CapU

Tuition and Fees

Are you applying as a domestic or as an international student?

Tuition Fees Total
Year 1 $1,770 $1,200 $2,970
Year 2 $1,180 $800 $1,980
Total $2,950 $2,000 $4,950
Tuition Fees Total
Year 1 $6,271 $1,200 $7,471
Year 2 $4,181 $800 $4,981
Total $10,452 $2,000 $12,452

Tuition & Fees Estimator

Get a detailed breakdown of the tuition and fees for your program.

Calculate my fees

Entrance Awards

All new CapU students can fund their education with entrance awards.

See if I qualify

Term Awards

Continuing your studies at CapU? You may be eligible for awards, too.

Take me to the awards

Required Courses

Required Courses

Total credits: 15.00

Required:
BFIN 306Personal Financial Planning3.00 credits
BFIN 321Fundamentals of Investments3.00 credits
BFIN 351Taxation I3.00 credits
BFIN 386Insurance for Financial Planning3.00 credits
BFIN 486Financial Planning Capstone3.00 credits

Total program credits: 15.00

Learning outcomes

  • 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.

How to Declare

For the official publication of programs, course descriptions and admission requirements please view the Capilano University Calendar.

Have a question?

Get in touch with us!

About this program

School of Business
604 990 7809
Cedar Building, room CE342
busadmin@capilanou.ca

General inquiries

Student Information Services
Library Building, room LB152

604-984-4900
604-984-1798 (fax)
registration@capilanou.ca