Get the Skills to Become a Financial Planner

Two professional financial planners sitting at a desk and smiling. Get a new career, start your Financial Planner Diploma Program at CCBST.
Become a Financial Planner – assist your clients to set realistic financial goals and take steps to achieve them

Financial Planner Diploma Program in as Little as 35 Weeks*

Are you good with money? If you love creating budgets and tracking spending habits consider becoming a Financial Planner. Learn how to do financial calculations and analyze financial statements. Learn the principles and applications related to risk management and retirement planning.

Become a Confident Financial Planner

The Financial Planner Diploma program provides a solid foundation for a career in financial planning. You’ll receive hands-on training and gain skills to determine a client’s financial needs and objectives, and to create a customized investment and savings plan to help the client achieve those goals.

In the Financial Planner Diploma program you will cover the fundamentals of financial planning and related planning topics including: income tax, retirement planning, strategic investment, risk management, and estate.

Is a Career as a Financial Planner Right for You? Take the CCBST "Financial Planner Career Training Readiness Quiz"

This fun, online quiz takes 3 minutes to complete and you’ll get a personalized report. Identify your strengths and social style plus the training and positions you’re best suited for. Get your Financial Planner Career Training Readiness Score Now >>

The best way to see if CCBST is the right fit for you is to see it for yourself. You can tour our facilities, and meet with both students and instructors. Book a Tour Now or Get more information.

Course Outline

During the Financial Planner Diploma program you’ll learn:

  • Microsoft: Word, Excel, Outlook
  • Personal Financial Services Advice (PFSA)
  • Financial Planning I (FP-I)
  • Financial Planning II (FP-II)
  • Applied Financial Planning (AFP)
  • Business and English Communication
  • Office Procedures
  • Interpersonal Business Skills
  • Customer Service

Career Opportunities

Graduates of the Financial Planner Diploma program will be able to pursue employment in a wide variety of organizations in the public and private sector. As a Financial Planner you could work with:

  • Personal Banking Officers
  • Investment Brokers and Advisors at Banks
  • Credit Unions
  • Other Monetary Institutions
Thank you to all my teachers and CCBST for taking the time to teach me. I have learned a lot, and I feel that you have prepared me very well … You gave me the skills, knowledge, and confidence I need to be successful in my job. Many thanks to you all.
Maria Teresa

Funding Your Education

CCBST is an excellent option for individuals who want to get ahead without a major financial burden. At CCBST, tuition is more affordable than larger schools while maintaining the same quality of education.

You may also be eligible to receive OSAP (Government Financial Aid) as all CCBST programs are full time.

Lastly, you may qualify for Second Career Eligibility Ontario. The Second Career program provides support to laid-off employees who will benefit from retraining to find work. Please contact a CCBST admissions representative to see if you meet the criteria.

For more information about Financial Aid and Second Career Training click here.

Is a Career in Financial Planning Right For You? Get More Info…

To learn more about careers in Financial Planning and to find out if CCBST is right for you, fill out the form to receive more information.

For immediate questions or to speak with a friendly CCBST Admissions Advisor, call:

Brampton 647-479-0986
Scarborough 416-769-9965
North York 416-960-5621
Mississauga 647-479-5612

*35 week program length when completed in normal time.