Financial Planner

Admissions Open

Become a Financial Planner - help your clients by offering invaluable financial advice and expertise. You'll feel rewarded assisting clients with investment and insurance choices that uplift their financial situation. Learn more

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Canadian College of Business, Science & Technology

Program Categories


Program Duration

35 weeks

Program Intakes
Class Type



OSAP, Second Career

Get the Skills to Become a Financial?PlannerBecome a Financial Planner ? assist your clients to set realistic financial goals and take steps to achieve themFinancial Planner Diploma Program in as Little as 35?Weeks*Are you good with money? If you love creating budgets and tracking spending habits consider becoming a Financial Planner. Learn?how to do financial calculations and analyze financial statements. Learn the principles and applications related to risk management and retirement planning.Become a Confident Financial PlannerThe Financial Planner Diploma program provides a solid foundation for a career in financial planning. You?ll receive hands-on training and gain skills to determine a client?s financial needs and objectives, and to create a customized investment and savings plan to help the client achieve those goals.In the Financial Planner Diploma program you will cover the fundamentals of financial planning and related planning topics including: income tax, retirement planning, strategic investment, risk management, and estate. Is a Business Career Right for You? Find Out! Take the CCBST “Business Career Training Readiness Quiz” This fun, online quiz takes 3 minutes to complete and you?ll get a personalized report. Identify your strengths and social style plus the training and positions you?re best suited for. Get your Business career training readiness score now >> The best way to see if CCBST is the right fit for you is to see it for yourself. You can tour our facilities, and meet with both students and instructors. Book a Tour Now or Get more information.Course OutlineDuring the Financial Planner Diploma program you?ll learn:Microsoft: Word, Excel, OutlookPersonal Financial Services Advice (PFSA)Financial Planning I (FP-I)Financial Planning II (FP-II)Applied Financial Planning (AFP)Business and English CommunicationOffice ProceduresInterpersonal Business SkillsCustomer ServiceCareer OpportunitiesGraduates of the Financial Planner Diploma program?will be able to pursue employment in a wide variety of organizations in the public and private sector. As a Financial Planner you could work with:Personal Banking OfficersInvestment Brokers and Advisors at BanksCredit UnionsOther Monetary Institutions Thank you to all my teachers and CCBST for taking the time to teach me. I have learned a lot, and I feel that you have prepared me very well ? You gave me the skills, knowledge, and confidence I need to be successful in my job. Many thanks to you all. Maria TeresaFunding Your EducationCCBST is an excellent option for individuals who want to get ahead without a major financial burden. At CCBST, tuition is more affordable than larger schools while maintaining the same quality of education.You may also be eligible to receive?OSAP?(Government Financial Aid) as all CCBST programs are full time.Lastly, you may qualify for?Second Career Eligibility Ontario. The Second Career program provides support to laid-off employees who will benefit from retraining to find work. Please contact a CCBST admissions representative to see if you meet the criteria.For more information about Financial Aid and Second Career Training click?here.Is a Career in Financial Planning Right For You? Get More Info?To learn more about careers in Financial Planning and to find out if CCBST is right for you, fill out the form to receive more information.For immediate questions or to speak with a friendly CCBST Admissions Advisor, call:Brampton 647-479-0986 Scarborough 416-769-9965 North York 416-960-5621 Mississauga 647-479-5612 Get Info!*35 week program length when completed in normal time.

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