The purpose of the BCom Hons in Financial Planning is to develop applied competence and deepen the student's expertise in the analysis, interpretation, and application of financial planning principles and research capacity in the economic environment at an advanced level.

Personal finance is a rapidly growing field. Financial planning and wealth management - a hybrid area of finance and accounting - is diverse, encompassing concepts and techniques used by individuals and businesses to minimize taxes, plan for wealth transfers, form a financial plan, and design savings plans for retirement.

The Graduate Certificate in Financial Planning equips students with foundational knowledge in managing personal finances, investing, and planning for the future. The program covers key topics such as ...

The graduate certificate in Family Financial Planning is available via a collaborative, inter-institutional program offered through online distance education. Students can complete the certificate program in one calendar year.

Eastern's financial planning certificate program is designed for you if you already have a bachelor's degree from an accredited institution of higher education, and if you are working in the areas of financial planning, accounting, insurance, banking or investment.

Personal financial services is one of the most lucrative and rapidly expanding professions in existence. By combining expertise in estate planning, investment planning, risk management, insurance evaluation, tax planning, retirement planning, and employee benefits planning, the CERTIFIED FINANCIAL PLANNER™ professional offers one-stop comprehensive expert advice that would have formerly required a variety of different professionals

The program provides students with a solid foundation in financial planning, focusing on developing skills to help individuals and families manage their finances effectively. Students learn about inve...

The Bachelor of Business in Financial Planning is designed to give students a strong foundation in the principles of finance, advice, and planning. The program covers key areas such as investment stra...

The bachelor’s degree with a major in Financial Planning prepares students to work in the financial services industry, focusing on helping clients manage their finances effectively. The program develo...

The field of financial planning is experiencing substantial growth. The public's need for professional financial advice has been increasing drastically due to the changes in demographics and financial regulation.

The Bachelor of Arts in Business with a concentration in Financial Planning prepares students to become skilled professionals capable of guiding individuals and organizations in achieving their financ...

The Bachelor's in Financial Planning program provides students with foundational skills and knowledge necessary for a career in financial advising and wealth management. The curriculum covers core are...

The Finance concentration emphasizes a conceptual and applied approach to the development of professional skills necessary for careers in such fields as banking, investments, corporate financial management, financial planning, insurance, and financial services.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. Manage client portfolios, keeping client plans up-to-date. Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

The program is built on solid business education, career readiness, and preparation for professional certification exams. In response to current professional market demands, curricula have evolved to include more advanced training in analytics and technology to better prepare you for the workplace.