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Program description

Interested in money, business and working with people? Conestoga's Business Administration - Financial Planning advanced diploma can prepare you for a rewarding career in financial planning and advising.

You'll learn how money works and how to help people make informed financial decisions. Build skills in investing, retirement planning, taxation, insurance and financial planning while exploring behavioural finance and the ways emotions, habits and biases can influence financial decision-making.

Graduates are prepared to help individuals and families achieve their financial goals, from purchasing a first home and saving for education to building wealth and planning for retirement. With opportunities in financial planning, banking, investments, insurance and wealth management, you can build a career where business knowledge and helping people go hand-in-hand.

Professional certification pathways

Graduates complete the educational requirements for the Qualified Associate Financial Planner™ (QAFP™) designation and the Life Licence Qualification Program (LLQP).

Students can also pursue advanced standing into Year 4 of Conestoga's Bachelor of Business Administration (Honours) - International Business Management degree, creating a pathway toward meeting the educational requirements for the Certified Financial Planner® (CFP®) certification.

Why choose financial planning?

Financial planning combines business expertise with meaningful client relationships. As financial decisions become increasingly complex, employers continue to seek professionals who can provide trusted guidance across the banking, wealth management, insurance and investment sectors.

What you'll learn

• Personal financial planning and wealth management
• Investment, retirement, tax and estate planning
• Insurance and risk management
• Client relationship management
• Financial services regulations and industry standards
• Professional communication and advisory skills

Career opportunities

Graduates may pursue careers such as:

• Financial Planning Associate/Advisor
• Financial Planner
• Wealth Management Associate
• Banking Advisor
• Investment Representative
• Insurance Advisor
• Financial Services Consultant
• Client Relationship Manager

What this program can help you achieve

• Complete the educational requirements for the Qualified Associate Financial Planner™ (QAFP™) designation
• Build the foundational knowledge required for careers in banking, wealth management, investment and insurance
• Complete the educational requirements for the Life Licence Qualification Program (LLQP)
• Pursue advanced standing in Conestoga's Bachelor of Business Administration (Honours) - International Business Management degree
• Create a pathway toward the Certified Financial Planner® (CFP®) certification through a combination of diploma and degree studies

Start your path to QAFP™. Continue your path to CFP®.