Financial Planner
Program Code: CFIN (Part-Time) Length of Program: Self-Paced Awarded Upon Completion: Board of Governors Certificate

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:

  1. Participate in an on-line program review with the Canadian Institute of Financial Planning (CIFP)
  2. Write an in-class CIFP exam
  3. Write the FP Canada™ Level 1 Examination

For more information on the process for becoming a Certified Financial Planner®, please visit

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.  


Admission Requirements

O.S.S.D. or equivalent with:

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

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.

Tuition Fees

Fees for this program are charged on a course-by-course basis. For individual course fees, please visit the course list and select a course.

Online course choices will have added software fees and book costs are not included in course fees unless otherwise stated.

Online Education
Program Information