该认证的财务规划师计划旨在为您提供与加拿大最大的金融行业中的未来客户和同事联系所需的技能。通过我们认证的理财规划师课程，您可以在个人理财服务领域工作，从客户服务到财富管理和理财计划。在该计划中，您将学习与客户合作，评估他们的需求，并提供有关个人财务管理，税收和退休计划，保险，投资和房地产计划以及客户关系和向客户提供产品的建议。以传统的班级形式提供，9月和1月入学，或100％在线。
This business finance program is designed to develop the skills needed to work in the growing personal financial services sector, from customer service to wealth management and financial planning. Qualified graduates will have completed all of the educational requirements leading to the QAFP, QUALIFIED ASSOCIATE FINANCIAL PLANNER and PFP, Personal Financial Planner designations. Students are also prepared to write the Canadian Securities Course and Life Licensing Qualification Program examinations as prerequisites to securities and life insurance licensing. Students will also have completed the Mutual Funds Licensing course.<br>There are options to transfer to complete a degree program at many other post-secondary institutions or complement your diploma with a graduate certificate offered by the Lawrence Kinlin School of Business.<br>Graduates of Fanshawe's Business Finance program are prepared to enter the financial services sector in many fields, including banking, credit management, wealth management, life insurance, investments and financial planning. Graduates are suited to a variety of entry-level positions and may advance into such as sales representative, customer service representative, insurance advisor, investment advisor, financial planner or retirement planner.