a financial planner meeting with a young couple

Note: The Certificate in Financial Planning is currently under review and no further registrations are being accepted at this time.  If you have any questions, please contact ce@ryerson.ca

Designed to build on your background in accounting, finance, or management, this advanced certificate will help take your finance career to the next level.

Successful completion of this certificate will allow you to write the national examinations that lead to two certifications awarded by the FP Canada: Qualified Associate Financial Planner™ certification (QAFP) and Certified Financial Planner® (CFP).

For more information on FP Canada certifications, please visit fpcanada.ca

This program:

  • offers a combination of online and in-class learning
  • is eligible for OSAP
  • is comprised of university-level degree credit courses
  • offers students the opportunity to apply all, or most, of the credit earned through the certificate as transfer credits to the BComm program at Ryerson’s Ted Rogers School of Management, subject to admission

Who Should Take This Certificate? 

  • You have already completed the Certificate in Accounting – Finance (or equivalent) and want to take your finance education to the next level
  • You are interested in pursuing certifications awarded by FP Canada
  • You would benefit from deepening your knowledge of financial products and services in your current professional role or in your volunteer work (for example, in your capacity as a board member for a public or private organization)

Professional Designations

QAFP Certification

The courses within our Certificate in Financial Planning are recognized as FP Canada-Approved Core Curriculum on the path to QAFP certification.

CFP Certification

The courses within our Certificate in Financial Planning are recognized as FP Canada-Approved Core Curriculum and Advanced Curriculum on the path to CFP certification.

What changes has FP Canada made to its certification and education requirements effective January 2020?

On January 1, 2020, FP Canada launched the Qualified Associate Financial Planner™ designation. QAFP™ certification, replacing FPSC Level 1® certification, is a new designation designed to demonstrate that a financial planner has the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions for clients with less complex financial planning needs. Unlike the previous path to certification, the education requirements for QAFP certification will be decoupled from the education requirements for Certified Financial Planner® certification.

Who Teaches the Courses?

Our instructors have extensive education and professional expertise in financial services. 

 

Page

Industry and Careers

A wheel showing the career areas of financial planner, investment advisor, senior personal banker, mutual fund advisor, wealth manager, estate and trust officer, mortgage specialist, private bankerA career in financial planning is full of opportunities, particularly when you earn designations, such as the CFP, which is considered the industry “gold standard.” Working in the financial services sector could mean securing a job with a bank, an insurance provider, or in securities - from stocks, bonds and mutual funds for individual investors, to working with institutional investors such as pension plans. Our career wheel demonstrates a sample of the career areas in financial services that you may consider pursuing. 

Recommended Course Sequence 

As long as you have successfully completed the prerequisites, you may take CACC 522, CFIN 501, CFIN 502, and CFIN 512 in any order. 

CFIN 612 may be taken concurrently with, or once you have completed, CFIN 502. 

The capstone course, CFIN 812, must be taken last.

Testimonials

“In working with clients in the financial services business, I use the knowledge acquired with the Certificate in Financial Planning to complement my position in the field of corporate finance. 

The Financial Planning certificate program gave me knowledge of financial products and other financial services. The investment management skills allow me to be a voting member of the Pension Plan at Sony Pictures for over ten years. This included the corporate governance of the pension fund, deliberation and approval of the different investment vehicles and portfolios and the selection and approval of the portfolio managers and management fees. 

From the risk management perspective, the certificate courses helped me to better identify risk and manage it efficiently, which has been of value not only in my professional activities, but also in my personal affairs.” 

Alvaro Diaz Ortiz
Director, Finance - Canada at Sony Pictures Entertainment

Certificate Requirements

  • 6 required courses
  • Cumulative grade point average (GPA) of 1.67+
Page

Admission Criteria

Required:

PLUS all of the following courses or equivalents:

Page

 

Page

Awards and Financial Aid

Page

 

Page

Contact Us

 Dr. Alan Kaplan, Academic Coordinator  

 416-979-5000 ext 2429

akaplan@ryerson.ca   

 

Additional Details