财务规划学位后文凭涵盖财务管理和个人理财的基础知识。学生学习金融服务营销，加拿大证券，财富管理等。该课程的毕业生有资格挑战1级认证的财务规划考试。
The Post-Degree Diploma in Financial Planning builds your knowledge of financial planning, taxation and investing that you’ll need in order to become a Certified Financial Planner. You’ll take finance courses in financial services marketing, Canadian securities, wealth management and more. In your second semester, you’ll create a professional financial plan using four of the six financial components you’ve learned through your education. When possible, cases will be sourced from current clients.Career opportunities include:Associate Advisor Bank Customer Service Associate Bank TellerBanking Call Centre Bookkeeper Budget Analyst Intern Credit CounsellorCompliance Officer EstateTrust Administrator Financial Advisor Trainee Financial PlannerLoan Processor Mobile Mortgage Specialist Mutual Fund Sales Representative