Financial Planning Experts Engage Students

HLOs:

Representatives from FP Canada and Scotia Wealth Management made a noteworthy visit to Lakeshore campus on November 28th. Shaylen Narotam, representing FP Canada, and Matt Balardo, a Private Banker from Scotia Wealth Management, addressed students, discussing the intricacies of the financial planning profession.

The session drew the interest of twenty-five Bachelor of Commerce – Finance degree students, offering them a unique opportunity to delve into the world of financial planning. Narotam and Balardo provided insights into exams such as the Certified Financial Planner Certification (CFP) and the Qualified Associate Financial Planner Certification (QAFP). Moreover, they offered a glimpse into the typical routines of financial planners and guided students on pathways into this profession.

The discourse proved to be a rich source of information, offering students a comprehensive understanding of the landscape within the financial planning sector. Attendees departed with a nuanced comprehension of the available opportunities within this field and gained clarity on Humber's role in preparing them for their upcoming exams.

Share this article: