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Course content

The Financial Planning program at Centennial College is for students who have already completed a post-secondary education and wish to enter the financial planning field in just two semesters.

This business graduate certificate program uses instructional materials from professional bodies to deliver financial planning courses. A balance of theory and hands-on training in small sized classes allows for much interaction. The offering also provides you with most of the educational requirements to challenge the Certified Financial Planner (CFP) exam and is a pathway to the Canadian Securities Course (CSC) credential.

Program Highlights

Upon completion of this Financial Planning program, you will be able to:

  • Integrate economic and personal information necessary for effective financial planning decisions.
  • Compare, contrast and select financial products and services, investment planning and counselling services for clients, while adhering to industry standards.
  • Effectively market financial services to clients to renew and gain new business.
  • Recognize potential tax and legal implications within a financial planning situation.
  • Integrate ethical decision-making processes into all aspects of the financial planning profession.
  • Successfully adhere to financial planning principles and industry standards.
  • Manually and electronically prepare accurate and relevant financial plans.

Articulation Agreements

Start with a diploma, end with a degree! Successful graduates of this Financial Planning program have the opportunity to apply their credits towards further study at the degree level. Listed below are the degrees from partnering universities that are available for this program. Please note that each partnership has a specific minimum grade requirement in order to qualify for transferring credits.


Visit the Graduate Certificate in Financial Planning page on the Centennial College website for more details!

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