Professional Financial Services Fanshawe College

Program Description

The Professional Financial Services program will give you the skills you need for limitless career success. This one-year graduate certificate is designed for university and college graduates looking for a career in financial services. You'll learn about personal financial management, tax and retirement planning, insurance, investment and estate planning. You will also study the importance of people skills - critical for working with clients, evaluating their needs and offering financial advice. Available 100% online or in a traditional in-class format with a September and January admission. If you are thinking about completing your diploma online you can assess your readiness with www.amiready.ca, Fanshawe's Online Readiness Indicator, a measure of the degree to which distance learning and/or learning in a technology rich environment is the right fit for you. We also have a handy checklist to guide you along the way to becoming an online learner. Qualified graduates can continue on to acquire industry designations and/or licenses, including the CFP® (Certified Financial Planner®) designation awarded by the Financial Planning Standards Council. Students are also prepared to write the Canadian Securities Course® and Life Licensing Qualification Program examinations as prerequisites to securities and life insurance licensing. Students will also have the option to complete the Mutual Funds Licensing course.

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