Post-Baccalaureate Certificate in Financial Planning Professional
Program start date | Application deadline |
2024-02-06 | - |
2024-12-03 | - |
Program Overview
This part-time, five-course program is designed for licensed professionals in life insurance, mutual funds and securities, or registered mortgage brokering. It covers personal financial planning, investments, taxation, insurance, and a capstone project. Graduates are prepared for careers in financial advising, consulting, planning, and investment advising.
Program Outline
Outline:
This five-course program is offered part-time and is designed exclusively for people who have a degree and are licensed in one of the following:
- Life Insurance - Life License Qualification Program (LLQP)
- Mutual Funds and Securities - Canadian Investment Regulatory Organization
- Registered Mortgage Broker - BC Financial Services Authority (BCFSA) Course Schedule:
- BFIN 306: Personal Financial Planning (3.00 credits)
- BFIN 321: Fundamentals of Investments (3.00 credits)
- BFIN 351: Taxation I (3.00 credits)
Careers:
- Financial advising
- Financial consulting
- Financial planning
- Investment advising
- Retirement planning
- Stocks and securities
Capilano University
Overview:
Capilano University is a public post-secondary institution located in North Vancouver, British Columbia. It offers a wide range of academic programs, including degrees, diplomas, and certificates, across various disciplines. Capilano University is known for its commitment to experiential learning, fostering a strong sense of community, and providing a supportive environment for students.
Services Offered:
Capilano University offers a comprehensive range of student services, including:
Academic Services:
Academic advising, course planning, learning support (including English Language Support, Writing Centre, Math Learning Centre), research help, and library resources.Accessibility Services:
Academic accommodation requests, funding and financial guidance, and information for faculty.Career Services:
Career development centre, work opportunities (co-ops, internships, volunteer opportunities), career planning workshops, and a job board.Health Services:
Counselling and mental health support, 24/7 mental health crisis supports, medical and dental services, fitness facilities, and childcare.Indigenous Services:
Learning support, tutoring, Elder-in-Residence program, and Kéxwusm-áyakn Student Centre.New Student Services:
Getting started resources, orientation programs, experience CapU events, and peer mentorship.Student Housing:
Residence life services, on-campus housing options at both North Vancouver and Squamish campuses, and a housing registry.Community Services:
Opportunities to get involved in student life, community programs and lectures, Capilano Students' Union, athletics and recreation, BlueShore Financial Centre for the Performing Arts, diversity, equity, and inclusion initiatives, well-being programs, safety resources, and on-campus facilities.Student Life and Campus Experience:
Capilano University provides a vibrant and engaging campus experience for students. Students can participate in a variety of activities, including:
Student Clubs and Organizations:
Joining clubs and organizations related to their interests, such as sports, arts, culture, and academics.Campus Events:
Attending events hosted by the university and student groups, including concerts, lectures, workshops, and social gatherings.Athletics and Recreation:
Participating in intramural sports, joining varsity teams, or utilizing campus recreation facilities.Community Engagement:
Volunteering in the local community, participating in service learning projects, and connecting with community partners.Key Reasons to Study There:
Experiential Learning:
Capilano University emphasizes experiential learning, providing students with opportunities to apply their knowledge and skills in real-world settings.Small Class Sizes:
Students benefit from smaller class sizes, allowing for more personalized attention from instructors and greater interaction with peers.Supportive Environment:
The university fosters a supportive and inclusive environment, providing students with access to various resources and services to help them succeed.Beautiful Campus:
Capilano University boasts a beautiful campus with stunning views of the North Shore mountains and the ocean.Strong Community:
The university has a strong sense of community, with a focus on fostering connections between students, faculty, and staff.Academic Programs:
Capilano University offers a wide range of academic programs, including:
Arts & Sciences:
Bachelor of Arts and Bachelor of Science degrees, as well as diplomas and certificates in various disciplines, including humanities, social sciences, science, technology, engineering, and mathematics.Business & Professional Studies:
Bachelor of Business Administration degree, diplomas and certificates in business, communication, legal studies, and other professional fields.Education, Health & Human Development:
Bachelor of Education degree, diplomas and certificates in education, allied health, and human development.Fine & Applied Arts:
Bachelor of Fine Arts degree, diplomas and certificates in animation, visual effects, motion picture arts, design, and performing arts.Global & Community Studies:
Bachelor of Arts degree, diplomas and certificates in kinesiology, outdoor recreation management, public administration, tourism management, and other global and community-focused fields.Other:
Entry Requirements:
Completion of an undergraduate degree from a recognized institution. Program-specific requirements Evidence of active license in one of the following: LLQP, MFDA, IIROC, Mortgage Broker
Language Proficiency Requirements
Test of English as a Foreign Language (TOEFL): paper=560 internet=83, or English Language Assessment (ELA)=145, or International English Language Testing System (Academic IELTS)=6.5 overall, and no one score less than 6.0, or Canadian Academic English Language Assessment (CAEL)=70, or Pearson Test of English (PTE Academic)=56, or CapU EAP 100 and 101 with a minimum B+ grade in each course, or from approved pathway partner.