Post-Baccalaureate Certificate in Financial Planning

About this programme

Gain the skills to become a financial planner with training in the Post-Baccalaureate Certificate in Financial Planning at Capilano University. A good financial planner can make a huge difference in your financial future, whether it's helping manage investments, pensions, insurance, or planning your estate. In this 18-month program, which is offered part-time at CapU's main North Vancouver Campus, you'll take an assortment of finance courses offered by our School of Business, in preparation for your new career in financial planning. The program is designed for people with bachelor's degrees who are looking to take the licensing exams to gain the Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) designation. Financial planners are well-compensated and in high demand, with thousands of job vacancies each year and not enough newly trained workers to replace them. Contact us at the email address below or scroll down to learn more about how the Post-Baccalaureate Certificate in Financial Planning can put you in a good spot for a rewarding new career. The program focuses on important subjects every financial planner works with every day, with courses in accounting, investments, taxation and advanced financial planning. After passing your QAFP exam and building up on-the-job experience, you'll be ready to study for the Certified Financial Planner (CFP) licensing exam. As a financial planner, you have the flexibility to set your own schedule, working directly with your clients in your own small business.