Financial Planning

The Financial Planning Program provides the knowledge to prepare students for successful careers in the growing financial services sector. This sector includes banks, trust and insurance companies, brokerage houses, mutual fund/investment firms, as well as both large and privately owned financial services businesses. Students are required to complete the CSI Global Education Inc./Mutual funds examinations. Successful completion of the Canadian Securities Course with CSI will allow students to obtain a securities license. Successful completion of the program will allow students to challenge the provincial life insurance licensing exam and the CFP (Certified Financial Planner) examination. The Financial Planning Program has two streams; a three year advanced diploma stream and, for students who have a college diploma or university degree, an eight month certificate stream.

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