Program Description

Effective April 1, 2022, candidates applying for QAFP certification must hold, at minimum, a two-year college diploma and candidates applying for CFP certification must hold, at minimum, a bachelor's degree. For more information on this requirement visit the FP Canada™ Post-Secondary Education Requirements FAQs (opens in new window).

FP Canada logoCERTIFIED FINANCIAL PLANNER®  / CFP® is an internationally recognized professional designation that is administered by by FP Canada™ (opens in new window).

Upon successful completion of the course material, you may write the CFP® Accreditation exams which are scheduled in June and November each year. Accreditation also requires three years of practical experience, a capstone course (taken after the PE1 exam) and a PE2 exam (taken one year after the PE1 exam) to qualify for the CFP® designation.  In order to qualify for the Level 1 Examination in Financial Planning you must receive a 50% passing grade or greater in each course. A 60% average or greater is required to attain the Mohawk College Certificate.

Program Highlights

  • Understand the financial planning process
  • Understand Time Value of Money (TVM) and its influence on our decisions
  • Explore investment regulations at the provincial and federal levels
  • Create an investment portfolio to fit the needs of an investment plan
  • Be able to apply appropriate tax strategies to various types of investments
  • Explain how retirement planning impacts our daily lives

Additional Details

Admission and Registration

You do not need to apply to begin this program. Simply ensure you meet the requirements listed on the Admission Requirements webpage prior to registering.

These courses are not suitable for someone taking them for their own personal financial planning.

Financial Assistance

green checkmark Bursary funding may be available. Learn more about Financial Assistance Options for Continuing Education Students.

Learning Outcomes

Program learning outcomes outline what graduates need to know, and be able to do, after they complete a program.

  • Collect the quantitative information required to develop a financial plan.
  • Collect the qualitative information required to develop a financial plan.
  • Identify potential opportunities and constraints.
  • Assess information to formulate strategies.
  • Formulate and evaluate strategies to develop a financial plan.


Career Opportunities

  • Financial Planner
  • Investment Advisor
  • Estate and Tax Consultant

Industries of Employment:

  • Banking
  • Insurance
  • Investment Firms
  • Accounting Firms
  • Law Practices

For details on related occupations, job market information and career opportunities, visit the Government of Canada Job Bank (opens in new window).

Next Steps

Frequently Asked Questions

College Resources

Program Contact

Continuing Education
Interdisciplinary, Media, Creative Arts and Business
Email Us

Completion Requirement

4 Course(s)

a professional giving advice to two clients


This program of studies applies to students starting the program in the current academic year. Students who began in other academic years may require different courses to be eligible to graduate. If you have questions regarding a strategy for completion email the Program Contact listed at the bottom of this page.

Click on the course names to view current availability.

A selection of courses will be offered each term. Visit our course schedule page for a tentative list of future offerings. Courses must be completed in the order below.

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