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Honours Bachelor of Commerce – Financial Planning (CFP)
Formerly known as Honours Bachelor of Commerce – Financial Services Management
Starts in September, January
Location
Duration
8 Semesters (4 Years)Credential Awarded
Honours Bachelor DegreeAbout the Program
Toronto is the second largest North American financial hub after New York and employs more than 251,000 people in the financial sector. This four-year honours degree supports your development of key skills for careers in banking, insurance, and investments. With a focus on financial planning and client service expertise. You will develop your knowledge and understanding of fintech, business law, accounting, financial advice, and financial crime investigation within the financial services. |
Skills
This program equips you with specialization skills to cater all aspects of banking and insurance sector like product, regulatory, and client service expertise.
Work Experience
Mandatory Degree Co-op
A work experience that includes at least one term in a formal work environment. In most cases the work term(s) is a paid position that is completed between two academic semesters and requires a minimum of 420 hours of work. Students must be in good standing and meet all identified requirements prior to participating in the work experience. The successful completion of the co-op work term(s) is required for graduation. Eligibility for participation does not guarantee that a work position will be secured. Additional fees are required for those participating in the mandatory co-op stream regardless of success in securing a work position.
| September | January | May | |
|---|---|---|---|
| Year 1 | Semester 1 | Semester 2 | Break |
| OR | |||
| Year 1 | Semester 1 | Semester 2 | |
| Year 2 | Semester 3 | Semester 4 | Break |
| Year 3 | Semester 5 | Semester 6 | Work Term |
| Year 4 | Semester 7 | Semester 8 | |
Your Career
When you graduate from this program, these are the types of employers waiting for you:
- Banking
- Insurance
- Wealth management
- Financial planning
- Fintech
- Regulatory administration
Professional Certification
As a student of this program, you will have the opportunity to earn credits toward three industry designations: |
- Personal Financial Planner (PFP) granted by the Canadian Securities Institute (CSI). Graduates will reach the halfway point of this designation and be eligible to receive the Certificate in Financial Services Advice (CFSA).
- Certified Financial Planner (CFP) granted by Financial Planning Standards Council (FPSC). Graduates will be eligible to challenge the Financial Planning Examination 1 (FPE1).
- Fellow, Life Management Institute (FLMI) granted by Life Office Management Association (LOMA).
You will also have the opportunity to earn the following industry licenses/credits:
- CSC – Canadian Securities Course (mutual fund and securities licensing)
- CPH – Conduct and Practices Handbook (licensing course)
- IFC – Investment Funds in Canada (mutual fund license)
- LLQP – Life License Qualification Program (insurance license)
There is an additional cost for certification courses that are included as part of the program curriculum.
Accreditation
