Advanced Diploma of Business Administration - Financial Planning

ID:CC010107
Level:3-Year Undergraduate Advanced Diploma
Duration:
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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.

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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.