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Financial Planning Certificate

Certificate of Achievement | 21061

The Financial Planning Certificate program is designed to prepare you for investment and/or financial planning careers in the financial services industry. The curriculum provides you with critical investment management skills that are demanded by financial employers and clients. The curriculum includes courses developed by the Canadian Securities Institute (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. Students must be registered with CSI and must obtain course materials directly from CSI. To contact CSI, call 1.866.866.2601. 

Note: Courses are subject to change by the association.

The Business School
416.675.6622 ext. 4174


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Compulsory Courses20192020
BMFS 153: Canadian Securities 1  
BMFS 204: Financial Planning 1  
BMFS 206: Canadian Securities 2  
BMFS 253: Financial Planning 2  
Required 1 from the following courses20192020
BFIN 250: Business Finance  
BMGT 259: Pension and Benefit Plans  

Contact Us

The Business School
416.675.6622 ext. 4174

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