Financial Planner


Program Information

The Financial Planning Board of Governors Certificate allows graduates upon successful completion of the program to write the Financial Planning Examination Level One (PE1) that is administered by the Financial Planners Standards Council for the Certified Financial Planner (CFP) internationally recognized professional designation. Students are required to ensure they successfully complete the program by confirming the qualifying grade required to write the PE1 by visiting


Accreditation also requires three years of practical experience, a capstone course (taken after the PE1 exam) and a Financial Planning Examination Level Two (PE2) exam (taken one year after the PE1 exam) to qualify for the CFP designation. Accreditation exams are scheduled twice a year.

Admission Requirements

O.S.S.D. or equivalent with:
Grade 12 Math (recommended)
Mature Student status (19 years of age or older and without an O.S.S.D.)

Applications for this program are not accepted through

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 519-542-7751 ext 3412 at least two weeks before classes begin.

Employment Opportunities

Financial planning is a career that is currently in demand and will continue to be so in the future. Financial planners will provide crucial tax and estate planning, with a 41 trillion dollar wealth transfer between baby boomers and their children.

Source: The Financial Planning Standards Council, Student Recruitment Brochure Career Profiles projected a growth of 30 per cent for financial advisors from 2008 to 2018. A recent Canadian Living article listed "financial manager" in its list of the top 10 hottest professions that are in-demand, citing the high employment rate.

Online Education


Program Information

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