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