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Business, Management and Economics
Advanced Diploma of Business Administration - Financial Planning
Advanced Diploma of Business Administration - Financial Planning

Advanced Diploma of Business Administration - Financial Planning

  • ID:CC010107
  • Level:3-Year Undergraduate Advanced Diploma
  • Duration:
  • Intake:

Fees (CAD)

Estimated Total/program:
Apply
60
Accept letter
100
Visa
20
Fly
1

Admission Requirements

Entry requirements:

English requirements:

If English is not your first language or you've received your education in a language other than English, students must produce evidence of their English Language Proficiency:

  • ELTS overall band of 6.5 with no band less than 6.0
  • TOEFL iBT 88
  • CAEL 70, no sub-test band score less than 60
  • PTE Academic 58
  • Conestoga English Language Test (CELT) Band 6

Other requirements:

  • Grade 12 compulsory English, C or U, or equivalent, OR Conestoga College Preparatory Communications
  • Grade 12 Mathematics, C or U, or equivalent, OR Conestoga College Preparatory Mathematics
  • At the end of your first year of the accounting program, an academic decision will be made by your program co-ordinator based on the following criteria:
    • To maintain eligibility for the accelerated option, you must have successfully completed 11 of the 12 first-year courses by the end of the second semester. If you have not, you will be transferred to the regular stream of Business Administration - Accounting.

Course Information

About the Program

Completion of this three-year program will allow students to obtain an Ontario College Advanced Diploma in the field of financial planning. The program will provide students with all of the educational requirements to challenge the Financial Planning Standards Council (FPSC) Level 1 and Level 2 Examinations (for CFP Professionals) and optional licensing opportunities with industry regulators such as the Investment Industry Regulatory Organization of Canada (IIROC), the Mutual Fund Dealer Association (MFDA) and the Financial Services Commission of Ontario (FSCO) for insurance licensing purposes. The progressive course of study combines courses designed at Conestoga with those originating from industry standard setting organizations to prepare students for employment opportunities in banking, insurance, private wealth, brokerage and/or independent practice.

Program Outcomes

  • Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.

  • Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.

  • Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.

  • Develop and evaluate a financial plan to meet individuals' and/or organizations' needs and objectives.

  • Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.

  • Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.

  • Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals' and/or organizations' operations.

  • Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.

  • Co-ordinate the planning, implementation, management and evaluation of team projects by applying project management principles.

More Info: click here

Level 1

  • Course Details

  • Introductory Financial Accounting I
    ACCT1030

  • College Reading & Writing Skills
    COMM1085

  • Business Computing Applications I
    COMP1056

  • Conestoga 101
    CON0101

  • Introductory Financial Planning
    FIN1020

  • Business Mathematics I
    MATH1010

  • Electives: General Education
    Student must complete a minimum of 42 Hours

Level 2

  • Course Details

  • Professional Writing Skills for Business
    COMM1380

  • Macroeconomics
    ECON1030

  • Finance I
    FIN2020

  • Canadian Securities Fundamentals I
    FIN2055

  • Marketing I
    MKT1040

  • Introduction to Supply Chain and Operations Management
    OPER1160

Level 3

  • Course Details

  • Applied Ethics
    BUS3050

  • Microeconomics
    ECON1020

  • Canadian Securities Fundamentals II
    FIN2067

  • Financial Planning Essentials
    FIN2135

  • Relationship Management in Financial Services
    FIN2160

Level 4

  • Course Details

  • Business Law
    BUS2010

  • Insurance Fundamentals
    BUS3037

  • Data Analysis and Advanced Functions
    COMP1003

  • Tax for Financial Planners
    FIN3020

  • Business Mathematics II
    MATH1020

  • Electives: General Education
    Student must complete a minimum of 42 Hours

Level 5

  • Course Details

  • Organizational Behaviour
    BUS1021

  • Applied Financial Planning
    FIN3055

  • Financial Planning Technical Knowledge and Analysis
    FIN3120

  • Statistics
    MATH2250

  • Electives: General Education
    Student must complete a minimum of 42 Hours

Level 6

  • Course Details

  • Finance II
    FIN2030

  • Financial Planning Applications
    FIN2070

  • Entrepreneurship for Financial Planners
    FIN3075

  • Financial Planning Capstone
    FIN3085

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Pre Courses

No Course!
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Pathway Courses

 

No Course!
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Career Opportunity

Career Opportunity

  • Senior Managers - Financial, Communications and Other Business Services

  • Financial Managers

  • Insurance, Real Estate and Financial Brokerage Managers

  • Banking, Credit and Other Investment Managers

  • Financial Auditors and Accountants

  • Financial and Investment Analysts

  • Securities Agents, Investment Dealers and Brokers

  • Other Financial Officers

  • Supervisors, Finance and Insurance Office Workers

  • Accounting Technicians and Bookkeepers

  • Banking, Insurance and Other Financial Clerks

  • Insurance Agents and Brokers

  • Financial Sales Representatives

  • Customer and Information Services Supervisors

  • Customer Services Representatives - Financial Institutions

Ability to settle

Overseas Student Health Cover

Health Insurance - $500

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