Business Administration - Financial Planning

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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 - January 2023

Completion of this three-year program will allow students to obtain an Ontario College Advanced Diploma in the field of financial planning. The program will provide students with all of the technical educational requirements leading to the Qualified Associate Financial Planner™ designation through FP Canada™. Successful students will have gained the foundational knowledge to support their progress towards licensing examinations within the securities, mutual funds, and insurance industries in Canada. This progressive course of study combines courses designed at Conestoga with those originating from industry standard setting organizations to prepare students for career opportunities in banking, insurance, private wealth, brokerage and/or independent practice. Program graduates can apply directly to the third year of Conestoga College's Bachelor of Commerce (Honours) – Financial Services degree program and receive two years of credit towards the BCOMM degree program provided they achieve a 70% overall average. The Advanced Diploma Program continues to offer the FP Canada-approved Advanced Curriculum but does not satisfy the degree requirement necessary to obtain the Certified Financial Planner® designation (effective January 2020).

 

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.
  • Advanced standing pathways are available for program graduates.
  • Graduates of this program can apply directly to the third year of Conestoga College's Bachelor of Commerce (Honours) – Financial Services degree program. Graduates of this diploma program will receive two years of credit towards the BCOMM degree program if they achieve a 70% overall average.
  • Graduates of our Bachelor of Commerce (Honours) – Financial Services degree program will be eligible to enrol in the CFP® Professional Education Program through FP Canada on the path to CFP certification.

Program details

Code: 1033
Delivery: Full-time
Length: 3 years
Start: January 2023
Campus: Kitchener – Doon
Credential: Ontario College Advanced Diploma

Program contacts


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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.

2 Terms

Canadian

International

Tuition
$2696.00
$13750.00
Ancillary Fees
$2127.64
$3232.74
Total Fees
$4823.64
$16982.74

Canadian fee details

Description Winter 2023 Spring 2023
Full-time Program Tuition $1348.00 $1348.00
Administration Fee $25.00 $25.00
Capital Development Fee $81.77 $81.77
CSI Health Plan Fee $201.00 -
CSI Advocacy Fee $8.00 $8.00
CSI Association Fee $102.00 $102.00
CSI Legal Protection $20.10 -
eText Fee $322.00 $375.00
Graduation/Alumni Services Fee $25.00 $25.00
ONE Card Fee $7.50 $7.50
Recreation/Athletics Fee $70.50 $70.50
Student Services $86.00 $86.00
Technology Enhancement Fee $125.00 $125.00
CSI - Student Frosh Kit Fee (optional) $70.00 -
CSI Event Fee and Campus Life (optional) $30.00 $30.00
CSI Student Clubs and Societies (optional) $4.00 $4.00
Sustainability Fee (optional) $5.00 $5.00
Term Total $2530.87 $2292.77
Year Total   $4823.64

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 Winter 2023 Spring 2023
International Program Tuition $6875.00 $6875.00
Administration Fee $25.00 $25.00
Capital Development Fee $81.77 $81.77
CSI Health Plan Fee $201.00 -
CSI Advocacy Fee $8.00 $8.00
CSI Association Fee $102.00 $102.00
CSI International Health Fee $355.10 -
CSI Legal Protection $20.10 -
eText Fee $322.00 $375.00
Graduation/Alumni Services Fee $25.00 $25.00
ISR $375.00 $375.00
ONE Card Fee $7.50 $7.50
Recreation/Athletics Fee $70.50 $70.50
Student Services $86.00 $86.00
Technology Enhancement Fee $125.00 $125.00
CSI - Student Frosh Kit Fee (optional) $70.00 -
CSI Event Fee and Campus Life (optional) $30.00 $30.00
CSI Student Clubs and Societies (optional) $4.00 $4.00
Sustainability Fee (optional) $5.00 $5.00
Term Total $8787.97 $8194.77
Year Total   $16982.74

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 - January 2023 - Kitchener – Doon

FALL WINTER SPRING
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Class Class Break
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Accreditations