Capilano University announces new certificate in financial planning for finance professionals

Release date: April 25, 2024

Tag(s): Business & Professional Studies

News release: CapU announces new Post Baccalaureate certificate in Financial Planning (PDF)

North Vancouver B.C. April 25, 2024 – Capilano University is pleased to announce the Post-Baccalaureate Certificate in Financial Planning—Professional beginning in Fall 2024. The part-time, five course program is designed 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.

Applications are now open for the one-year professional certificate program offered by the Faculty of Business and Professional Studies, which will provide students with highly recognized and often required qualifications to advance their careers in the financial services industry. 

“There is strong labour demand for qualified financial planners in the banking, insurance, and investment sectors and the new certificate responds to both the students’ career goals and market needs,” said Laura Kinderman, dean, Faculty of Business and Professional Studies. “Upon successful completion of this program, graduates will be well positioned write the Financial Planning Canada (FP Canada) exams to become a QAFP and CFP.”

A part-time program intended for students who have completed an undergraduate degree and are working in a licensed position in the financial services industry in B.C. (life insurance licensed - LLQP, securities licensed - IIROC, mutual funds licensed - MFDA or licensed Mortgage Broker). This program will equip and provide students with the opportunity to complete the FP Canada Core and Advanced Curriculum, which is required to write the QAFP or CFP exams.

Learn more about the certificate in our Capsule story:

Financial Planning Certificate Courses for Professionals

Submitted by: Communications