Financial Services – Canadian ContextAlgonquin College
About this program
Financial Services - Canadian Context
The two-year Financial Services-Canadian Context Ontario College Graduate Certificate program is specifically designed to support students transitioning into the Canadian work environment in the customer sales and service areas of:
- Financial planning
- Wealth management
In this program, you build knowledge and skills to evaluate and recommend financial products and services based on clients` individual needs. You develop techniques to collect and analyze client information to create and present customized financial plans. Sales strategies and relationship building techniques are applied while adhering to legal and ethical practices and industry standards. Throughout the program, you develop a professional competencies portfolio to document marketable skills. The fourth semester of the program focuses on experiential learning within a variety of real-world scenarios.
Through experiential and simulated workplace learning, you develop financial advising strategies to facilitate clients` short- and long-term financial goals. Topics include:
- Saving and borrowing for major purchases
- Postsecondary education and retirement planning
- Insurance for wealth protection
- Investing for diversification, growth and tax efficiency
- Estate planning for succession and wealth transfer
Graduates are eligible to write the Canadian Securities Course designation exams. Algonquin College collaborates with the Canadian Securities Institute (CSI) and the Canadian Institute of Financial Planning (CIFP) to offer the Financial Services Graduate Certificate Program, which meets FP Canada`s Core and Advanced Curriculum educational requirements. The program provides a pathway to the following designations upon completion of their additional requirements and exams:
- Canadian Securities Course (CSC designation)
- Qualified Associate Financial Planner (QAFP) designation (see FP Canada website for additional requirements)
- Certified Financial Planner(CFP) designation. (See FP Canada website for university degree and additional requirements)
- Ontario College Diploma, Ontario College Advanced Diploma, Degree or equivalent.
- Applicants with international transcripts must provide proof of the subject specific requirements noted above and may be required to provide proof of language proficiency. Domestic applicants with international transcripts must be evaluated through the International Credential Assessment Service of Canada (ICAS) or World Education Services (WES).
- IELTS-International English Language Testing Service (Academic) Overall band of 6.5 with a minimum of 6.0 in each band. OR
- TOEFL-Internet-based (iBT)-overall 88, with a minimum of 22 in each component: Reading 22; Listening 22; Speaking 22; Writing 22.
For more information about admission requirements, please visit the college website.
Does this course require proof of English proficiency?
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- Applied Professional Communication
- Introduction to the Canadian Financial System
- Introduction to Organizational Behaviour in Canada
- Professional Skills in Canada
- Business Fundamentals in Canada
- Registered Savings and Retirement Planning
- Financial Planning Fundamentals
- Canadian Securities Course 1
- Behavioural Finance
- Income Tax Planning
- Insurance and Estate Planning
- Relationship Selling
- Consumer Credit
- Professional Competencies Portfolio
- Canadian Securities Course 2
- Advanced Financial Planning
- Financial Services Project Seminar
- Financial Services Applied Project
- Career Development in Canada
Scholarships & funding
Several scholarship options are available. Please check the college website for more information.
For more information about tuition fees, please visit the college website.
The graduate has reliably demonstrated the ability to:
- Complete all work according to professional regulations, provincial legislation and ethical standards required by the financial services industry and its regulators.
- Develop a financial plan based on a client`s capacity for investing, personal needs and risk tolerance.
- Recommend financial instruments including, fixed income securities, common and preferred shares, mutual funds and others that meet a client`s investment and financial needs.
- Develop and present marketing and communication strategies that include selling and client relationship management techniques suitable to prospect and retain clients.
- Evaluate financial planning strategies for tax management, insurance coverage, wealth accumulation and retirement and estate solutions to determine which would best meet a client`s needs.
- Develop and use personal/professional strategies and plans to improve future professional growth, job performance, and working relationships in a Canadian context.
- Evaluate the financial performance of a business through the analysis of financial statements and business transactions in order to advise clients regarding potential investments.
- Model professional practice according to industry standards, such as client-focused communication.
- Apply industry skills, attitudes and knowledge in a variety of Canadian workplace settings to support client goals.
- Identify and apply discipline-specific practices that contribute to the local and global community through social responsibility, economic commitment and environmental stewardship.
Personal finance specialist in a broad range of financial institutions such as: banks, credit unions, financial planning offices, mutual fund and insurance companies, as well as brokerage firms.
- Personal financial or investment advisor
- Financial sales representative
- Financial officer
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About this institute
Consider Algonquin’s unique campuses Algonquin College, located in Ottawa, Ontario, Canada, offers an experience that includes personalized learning and industry-ready skills through field-work, work placement and co-op. With more than 300 programs, including degrees and graduate certificates, we have the...
Why study at Algonquin College
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