Financial Planning (Post-Degree Diploma), Douglas College - New Westminster

New Westminster, British Columbia

12 Months

Check Eligibility

About this course

The Post-Degree Diploma in Financial Planning is designed to deepen your knowledge of financial planning, taxation, and investing, preparing you for the Certified Financial Planner credential. The program includes courses in financial services marketing, Canadian securities, wealth management, and more. In your second semester, you'll create a professional financial plan based on four of six financial components learned during your studies. When possible, real current client cases are used to enhance practical learning.

Why this course is highly recommended

The course is highly recommended due to its relevance to the growing job market, with over 23,000 opportunities expected between 2022 and 2031 according to the Job Bank of Canada. It prepares students for essential certifications in financial planning, opening doors to numerous career roles such as financial advisor, estate administrator, or loan processor. The program also emphasizes practical experience through projects, internships, and certifications.

Specialisation

This program offers a focus on financial planning with courses tailored to licensing requirements such as the Qualified Associate Financial Planner (QAFP) and Certified Financial Planner (CFP). The curriculum supports the development of skills in areas like personal finance, securities, and wealth management, aligned with industry standards.

Course fees

Application fees

12.02L

1st year tuition fees

12.02L

Living cost

Degree requirements

To graduate, students must successfully complete at least 30 credits, with 70% of coursework completed at Douglas College. Up to 50% of prior coursework can count towards graduation if previously received at the same or higher level. A minimum GPA of 2.33 (C+) is required, and students must finish within four years.

English language test

IELTS

6.5

TOEFL

PTE

DUOLINGO

110

Career prospects

Graduates can pursue roles such as Financial Advisor, Credit Counsellor, Estate/Trust Administrator, or Trainee Financial Planner. Other opportunities include bank teller, loan processor, mutual fund sales representative, and compliance officer. The program's focus on certifications enhances employability in various financial services sectors.

FAQs

What are the prerequisites for this program?

Applicants need an undergraduate degree from a recognized post-secondary institution, with English proficiency if credentials are from a non-English language.

Can I get licensed as a financial planner after this program?

Yes, completing the required courses allows you to challenge the QAFP and CFP certification exams, provided you meet additional work experience and ethical requirements.