The Financial Planning Certificate is designed to prepare students for investment and/or financial planning careers in the financial services industry. The curriculum provides students with critical investment management skills that are demanded by financial employers and clients. The curriculum includes courses developed by CSI®.
Students who successfully complete the Canadian Securities courses and the Financial Planning courses are well prepared to write the Canadian Securities Course examinations, the qualifying exam for the investment industry. Courses are subject to change by the association. Students must be registered with CSI and must obtain course materials directly from CSI. To contact CSI, call (416) 364-9130.
CURRICULUM
SEMESTER
CAMPUS
Compulsory Courses - 4 Required
Elective Courses - Choose 1 from the following:
