CapU's Post-Baccalaureate Certificate in Financial Planning - Professional program is for people who work in financial services, have a degree and want to advance their financial advising career with a Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) designation. 

A financial planner’s expertise guides clients through the challenges of investing, financing, retirement, estate and insurance planning to help them secure their financial future. 

This self-paced five-course program will take four terms to complete, with the capstone course completed each Spring term. The 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) 

Contact us today to learn how to complete the FP Canada™ Core and Advanced Curriculum in a classroom setting to qualify for the QAFP™ or CFP® exams. 

Careers:  

• Financial advising 
• Financial consulting 
• Financial planning 
• Investment advising 
• Retirement planning 
• Stocks and securities 

English is the language of instruction at CapU. All applicants are required to demonstrate competence in the English language prior to admission. If English is not your first language or you've received your education in a language other than English, you must meet our English Language Requirements.

Program-specific requirements 

Evidence of active license in one of the following: LLQP, MFDA, IIROC, Mortgage Broker