Financial Planning Services

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Applying as a Canadian applicant

Domestic students should apply online or by phone at 1-888-892-2228. For more information, visit Applying to Conestoga.

Applying as an International applicant

International students should apply online. Note: not all programs are open to international students.
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Please note:

To effectively participate in this program, students must have reliable Internet access and a device that meets these requirements.

This program uses eTexts.

Program description - May 2023

Completion of this accelerated two-semester program will allow students to obtain an Ontario College Graduate Certificate in the field of financial planning. The program will provide students with all of the educational requirements to challenge the Financial Planning Standards Council (FPSC) Level 1 and Level 2 Examinations (for CFP Professionals) and optional licensing opportunities with industry regulators such as the Investment Industry Regulatory Organization of Canada (IIROC), the Mutual Fund Dealer Association (MFDA) and the Financial Services Commission of Ontario (FSCO) for insurance licensing purposes. The progressive course of study combines courses designed at Conestoga with those originating from industry standard setting organizations to prepare students for employment opportunities in banking, insurance, private wealth, brokerage and/or independent practice.

 

Note:

  • Students have the option to challenge the Canadian Securities Course (CSC) and the Life Licensing Qualifying Program (LLQP) industry examinations, which provide credentials that are highly sought after by employers. There are additional fees associated with both industry examinations.

Program details

Code: 1032
Delivery: Full-time
Length: 1 year
Start: May 2023
Campus: Kitchener – Doon
Credential: Ontario College Graduate Certificate

Program contacts


Academic school

Business

Tuition & fees

Tuition and fee details for the 2022-2023 year are listed below. Books and supplies are additional. Tuition and fee details for terms starting September 2023 and later will be available Spring 2023.

1 Term

Canadian

International

Tuition
$2700.00
$7467.50
Ancillary Fees
$806.87
$1356.77
Total Fees
$3506.87
$8824.27

Canadian fee details

Description Spring 2023
Program Tuition Fee (ACR) $2700.00
Administration Fee $25.00
Capital Development Fee $81.77
CSI Health Plan Fee $99.00
CSI Advocacy Fee $8.00
CSI Association Fee $102.00
CSI Legal Protection $20.10
eText Fee $48.00
Graduation/Alumni Services Fee $25.00
ONE Card Fee $7.50
Recreation/Athletics Fee $70.50
Student Services $86.00
Technology Enhancement Fee $125.00
CSI - Student Frosh Kit Fee (optional) $70.00
CSI Event Fee and Campus Life (optional) $30.00
CSI Student Clubs and Societies (optional) $4.00
Sustainability Fee (optional) $5.00
Term Total $3506.87

Returning student tuition & fees

View all Canadian tuition & fee details for all levels
View all International tuition & fee details for all levels

International fee details

Description Spring 2023
Grad. Cert. Program Tuition $7467.50
Administration Fee $25.00
Capital Development Fee $81.77
CSI Health Plan Fee $99.00
CSI Advocacy Fee $8.00
CSI Association Fee $102.00
CSI International Health Fee $174.90
CSI Legal Protection $20.10
eText Fee $48.00
Graduation/Alumni Services Fee $25.00
ISR $375.00
ONE Card Fee $7.50
Recreation/Athletics Fee $70.50
Student Services $86.00
Technology Enhancement Fee $125.00
CSI - Student Frosh Kit Fee (optional) $70.00
CSI Event Fee and Campus Life (optional) $30.00
CSI Student Clubs and Societies (optional) $4.00
Sustainability Fee (optional) $5.00
Term Total $8824.27

Returning student tuition & fees

View all Canadian tuition & fee details for all levels
View all International tuition & fee details for all levels

Program device requirements

Program device & software requirements

This program requires you to have a device that meets certain specifications. For most students, this cost is in addition to the tuition & fees listed above.

view device requirements

Financial assistance

The Ontario Student Assistance Program (OSAP) is a needs-based program designed to help Ontario students cover the cost of post-secondary education. Funded by the federal and provincial governments, OSAP is intended to promote equality of opportunity for post-secondary studies through direct financial assistance for educational costs and living expenses. These interest-free loans are intended to supplement your financial resources and those of your family. The majority of students apply for loan assistance via the OSAP website. Students can also print the application booklet through the OSAP website. For more information, please visit OSAP & aid.

Awards & scholarships

Student Financial Services awarded more than 400 awards, scholarships and bursaries last year.

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Delivery sequence - May 2023 - Kitchener – Doon

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