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The Post-Degree Diploma in Financial Planning equips you with essential expertise in financial planning, tax strategies, and investment principles required to achieve Certified Financial Planner certification. Your coursework will cover key finance topics including financial services marketing, Canadian securities, wealth management, and additional specialized areas. During your second term, you'll develop a comprehensive financial plan by applying knowledge from four of the six core financial components studied throughout the program. Where feasible, real-world case studies will be drawn from existing client scenarios.
Potential career paths include:
Junior Financial Advisor
Bank Customer Service Representative
Bank Teller
Banking Call Center Agent
Accounting Clerk
Budget Analysis Intern
Credit Consultant
Regulatory Compliance Specialist
Estate/Trust Coordinator
Financial Consultant
Financial Planning Associate
Loan Processing Officer
Mobile Mortgage Advisor
Mutual Fund Sales Agent
British Columbia secondary school graduation or equivalent; One course short of British Columbia secondary school graduation, or equivalent; Nineteen (19) years of age or older on the first day of the first semester of attendance; Seventeen (17) years of age on the first day of the first semester of attendance, and has not been enrolled at a school for a minimum of one year; Completion of a certificate or equivalent from a special needs program and has been in school for 12 years, or has received an Evergreen or Leaving School Certificate
Applicants must have an undergraduate degree from a recognized post-secondary institution in Canada or an equivalent credential from an approved institution of a different country.
Douglas College English Assessment
TOEFL iBT (in-person or online) - minimum score 83
TOEFL Essentials - minimum score of 9 (no score below 8 on any individual section)
IELTS - minimum overall band test score 6.5 (academic module only)
EIKEN Practical English - minimum placement of Grade 1
CAEL - minimum overall and essay score of 60 (computer or paper based)
Cambridge English CAE - minimum score 75 or "B
Cambridge English CPE - minimum score 60 or "C
Canadian Language Benchmark (CLB) Level 8 in each of Listening, Speaking, Reading and Writing
Duolingo English Test Minimum overall score of 110. Official test scores must be sent directly to Douglas College.
Pearson Test of English (PTE) Academic - minimum score of 56