Financial Planners work with clients to identify financial goals and to develop personalized savings and investment plans to realize those objectives. The Financial Planning certificate is an approved core curriculum program for students pursuing the
internationally recognized Certified Financial Planner® designation.
The courses in the program are also suitable for students interested in learning more about financial planning for their own purposes but who are not seeking a professional designation.
Successful completion of the Financial Planning certificate is the first step in the process of obtaining the Certified Financial Planner® designation.
Upon successful completion of the Financial Planning certificate, students pursuing the Certified Financial Planner® designation will:
- Participate in an on-line program review with the Canadian Institute of Financial Planning (CIFP)
- Write an in-class CIFP exam
- Write the FP Canada™ Level 1 Examination
For more information on the process for becoming a Certified Financial Planner®, please visit https://fpcanada.ca/certifications/cfp-certification
Lambton College is a CIFP Academic Partner and an FP Canada Approved Curriculum Provider.
Please Note: Effective April 2022, a post-secondary degree will be a requirement for CFP certification.
See Course List
Admission Requirements
O.S.S.D. or equivalent with:
- Grade 12 Mathematics (recommended)
Mature applicants must be at least 19 years of age by the start of classes, be out of secondary school for at least one year and usually do not have a high school diploma.
Applications for this program are not accepted through ontariocolleges.ca.
If you are taking part-time courses with the intention of completing a program and earning a credential,
you must meet Admission Requirements outlined on the program page. It is the student's responsibility to supply proof of admission
requirements to the Office of the Registrar before he/she has completed three courses in the program.
If you do complete the program and do not have the appropriate admission requirements, you will be ineligible to receive
your certificate or diploma.
If you believe you have an equivalent level of knowledge and would like credit for Prior Learning Assessment, please contact
Counselling at 519-479-1023 at least two weeks before classes begin.
Course List
Courses
Program Maps
Current Students
Current students can view program maps from previous years on the mylambton website.
You will need to login with your C# and password in order to access your program map.
Employment Opportunities
Employment opportunities may include but are not limited to, financial planner, mutual fund representative, bank or trust company officer, discount brokerage investment representative, bank or trust company officer.