Post - Degree Diploma in Financial Planning

Douglas College

The Post-Degree Diploma in Financial Planning builds your knowledge of financial planning, taxation and investing that you’ll need in order to become a Certified Financial Planner. You’ll take finance courses in financial services marketing, Canadian securities, wealth management and more. In your second semester, you’ll create a professional financial plan using four of the six financial components you’ve learned through your education. When possible, cases will be sourced from current clients.Career opportunities include:Associate Advisor Bank Customer Service Associate Bank Teller/Banking Call Centre Bookkeeper Budget Analyst Intern Credit CounsellorCompliance Officer Estate/Trust Administrator Financial Advisor Trainee Financial PlannerLoan Processor Mobile Mortgage Specialist Mutual Fund Sales Representative

Faculty of Commerce and Business Administration