Professional Financial Services at Fanshawe College

The Professional Financial Services program will give you the skills you need for limitless career success. This one-year graduate certificate is designed for university and college graduates looking for a career in financial services.  You'll learn about personal financial management, tax and retirement planning, insurance, investment and estate planning. You will also study the importance of people skills - critical for working with clients, evaluating their needs and offering financial advice.  Available 100% online or in a traditional in-class format with a September and January admission.

If you are thinking about completing your diploma online you can assess your readiness with www.amiready.ca, Fanshawe's Online Readiness Indicator, a measure of the degree to which distance learning and/or learning in a technology rich environment is the right fit for you. We also have a handy checklist to guide you along the way to becoming an online learner.

Qualified graduates can continue on to acquire industry designations and/or licenses, including the CFP® (Certified Financial Planner®) designation awarded by the Financial Planning Standards Council. Students are also prepared to write the Canadian Securities Course® and Life Licensing Qualification Program examinations as prerequisites to securities and life insurance licensing. Students will also have the option to complete the Mutual Funds Licensing course.

Career Opportunities

Graduates of Professional Financial Services are prepared to enter the financial services sector in a variety of fields, including customer service, banking, wealth management, life insurance, investments and credit financial planning. Graduates are suited to a variety of junior-level to intermediate-level positions, including sales representative, customer service supervisor, call centre supervisor, loan officer, mortgage specialist, bank supervisor, insurance advisor, investment advisor, tax advisor, credit counsellor, financial planner, wealth manager, retirement planners, estate planner and securities dealer.