Financial Planning Certification And Other Benefits

By: Marcus

Being financially educated so that you may make the right decisions is essential in today’s rising and falling economy. To assist you with this are professionals who have completed a Financial Planning program such as the one offered at Centennial College. This two-semester offering specializes in equipping students with the know-how they need to be job-ready upon graduation as well as the financial planning certification to land them competitive positions at places such as banks, credit unions, financial planning companies, life insurance companies, mutual fund companies and investment dealers.

Some highlights of the knowledge gained through this Financial Planning program are the ability to: integrate ethical decision-making processes into all aspects of the financial planning profession; successfully adhere to recognized financial planning principles and industry standards; prepare accurate and relevant financial plans, manually and electronically; compare, contrast and select financial products and services, investment planning and counselling services for clients, while adhering to industry standards; effectively market financial products through the development of an inventory of prospective clients, follow up with individual sales strategies in pursuit of new and renewal business; recognize potential tax and legal implications within a financial planning situation; and more.

But how is it possible to obtain this wide range of knowledge in just a two-semester period? Firstly, the Financial Planning program offers a variety of courses that employ both theory and practical application of skills. Among them are: Accounting for Managerial Decision Making, Tax Planning, Estate Planning and Risk Management, Retirement Financial Planning, Marketing and more. Small classes and instructors with industry experience ensure that students of the Financial Planning program are getting the most out of their education.

Secondly, the Financial Planning program allows student to gain a range of accreditations aside from their financial planning certification. For examples, accreditations gained as a result of successful completion of courses and industry exams include: Canadian Securities Course and Wealth Management Essentials. Meanwhile, designations and licenses that can be obtained as a result of completing preparatory courses and successfully writing the industry exams include: Certified Financial Planner. It is worth noting that registration in these will incur costs in addition to tuition.

The Financial Planning program is designed for those with who have completed a college diploma or university degree in any discipline. Students must submit an official transcript demonstrating proof of successful completion of a post-secondary advanced diploma or degree program, present proof of English proficiency and may be assessed for their numeracy skills. Additionally, the Financial Planning program will consider applicants with partial post-secondary and relevant work experience (transcript and resume review is required).

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In this piece, Klaudia offers readers details of the Financial Planning program at Centennial College, which results in an Ontario College Graduate Certificate and leads to various other accreditations that are essential for employability.

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