Ontario College Advanced Diploma in Business Administration - Financial Planning

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O que eu aprenderei?

Completion of this three-year program will allow students to obtain an Ontario College Advanced Diploma in the field of financial planning. The program will provide students with all of the educational requirements to challenge the Financial Planning Standards Council (FPSC) Level 1 Examination (for CFP Professionals) and optional licensing opportunities with industry regulators such as the Investment Industry Regulatory Organization of Canada (IIROC), the Mutual Fund Dealer Association (MFDA) and the Financial Services Commission of Ontario (FSCO) for insurance licensing purposes. The progressive course of study combines courses designed at Conestoga with those originating from industry standard setting organizations to prepare students for employment opportunities in banking, insurance, private wealth, brokerage and/or independent practice.

Program Outcomes

  • Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
  • Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
  • Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
  • Develop and evaluate a financial plan to meet individuals' and/or organizations' needs and objectives.
  • Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
  • Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.

Careers

Graduates of the program are qualified to work in a number of positions in the financial services sector. These include banks, trust companies, insurance companies, mutual fund/investment companies, full-service and discount brokerage firms and financial planning firms.

De qual departamento farei parte?

School of Business

Opções de estudo

Período integral (3 anos)

Valores
CAD$14.588,00 (R$ 53.604) por ano

*O preço é estimado e tem caráter informativo, por favor, verifique esta informação com a instituição.

Data de início

3 Setembro 2024, 6 Janeiro 2025

Localização

Conestoga College

Doon (Kitchener) Campus,

299 Doon Valley Drive,

KITCHENER,

Ontario (ON),

N2G 4M4, Canada

Requisitos de admissão

Para estudantes internacionais

Ontario Secondary School Diploma (OSSD), or equivalent, or 19 years of age or older with mature student status.

Students must have 6.0 IELTS (with no band less than 5.5); and TOEFL iBT score of 80.

Os requisitos para o IELTS podem variar de acordo com o curso que você escolher.

ADICIONAR AOS MEUS FAVORITOS

Sobre Conestoga College

Como uma das instituições mais populares para estudantes internacionais, a Conestoga é o lugar para aspirantes a profissionais e alunos aplicados.

  • Situada em um centro de negócios e inovação, perto de Toronto
  • Excelentes resultados de empregabilidade dos graduados
  • Mais de 90% de satisfação (graduados e empregadores)
  • Mais de 230 programas de estudo, incluindo 70 cursos co-op

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