Learn about specific areas such as risk management, investment and taxation, and develop the ability to integrate and analyze all aspects of a client’s financial needs. This certificate is approved by the FPSC for writing the CFP examinations.
School of Administrative Studies
282 Atkinson Building
Professional Certificate in Financial Planning - Certificate Requirements
Prior to beginning the certificate, students must have:
- successfully completed MHF4U (Advanced Functions) or equivalent and
- obtained a minimum grade of C (4.00) in each of AP/ECON 1000 Introduction to Microeconomics and AP/ECON 1010 Introduction to Macroeconomics or their equivalent.
Graduating with a certificate: except where otherwise stated, a minimum cumulative grade point average of 4.00 is required to satisfy certificate requirements. Students must also submit application to graduate from a certificate program. Applications should be obtained from and filed with the unit administering the certificate program. Transcript notation that the requirements for a certificate have been completed will be made once the Registrar’s Office has received notice from the unit administering the program. Certificates will not be conferred until candidates have successfully completed an undergraduate degree program if they are simultaneously enrolled in a degree and a certificate program. The Faculty does not award certificates retroactively. Refer to the Academic Standards section for details of the undergraduate certificate minimum standards.
Course Listings Timetables Fall/Winter 2017-2018