Applying as a Canadian applicant
Domestic students should apply online or by phone at 1-888-892-2228.
Applying as an International applicant
Campus tours
Campus tours are one of the best ways to experience Conestoga. During this time, we are offering online guided tours to show you all Conestoga has to offer.
Book your tourVirtual tours
If you can't make an on-campus tour or attend one of our events, the virtual tour is a great way to visit us.
View our Virtual tourCourses - May 2026
Level 1
Course details
Client Communication
BUS8148
In this course, students will learn to construct comprehensive business reports and to develop effective presentations to communicate the results of their research. They will also learn to construct appropriate business communications that will permit them to professionally present themselves and their position.
This course will focus on communicating effectively with clients to keep them informed, help forge long term relationships, and to monitor client needs. Students will focus on the skills of active listening to ensure accurate information gathering, reduced misunderstandings, and increased rapport. Students will prepare and practice for presentations in a variety of settings including one-on-one, small groups and large audiences with a view to building confidence and professionalism.
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Conestoga 101
CON0101
- Hours: 1
- Credits: 0
- Pre-Requisites:
- CoRequisites:
Investments & Securities I
FIN8070
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Life and Health Insurance
FIN8123
This course focuses on the Life and Health Insurance Industry in Canada and is a preparatory course for the Ontario Life Licensing Qualification Program (LLQP) for those students wishing to obtain their Life and Health insurance license. Emphasis is placed on utilizing insurance products as a method to manage risk. Topics covered include life insurance contracts, disability insurance, group insurance, critical illness insurance long-term care and extended insurance products as well as the underwriting process. Insurance needs analysis, professional conduct standards and the application of insurance to the small business market will also be covered. The course also addresses investment products and retirement income strategies offered by Life Insurance companies,
- Hours: 70
- Credits: 5
- Pre-Requisites:
- CoRequisites:
Financial Planning Essentials
FIN8196
This course is designed to introduce students to the Financial Planning industry, and the role of the Financial Planner. Upon successful completion of this course, students will be able to identify and implement best practices in the key areas of financial planning: Budgeting and Borrowing, Personal Financial Statements, Taxes, Investments, Retirement, Risk Management and Estate Planning.
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Tax Strategies For Financial Planners
FIN8211
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Level 2
Course details
Entrepreneurship for Financial Planners
ENTR8021
- Hours: 70
- Credits: 5
- Pre-Requisites:
- CoRequisites:
Investments and Securities II
FIN8080
- Hours: 56
- Credits: 4
- Pre-Requisites:
- CoRequisites:
Financial Planning with Technology
FIN8167
This course allows the student to demonstrate the skills of selling and marketing in the financial services industry. This includes awareness of buyer behaviour, the ability to organize an effective sales presentation, the ability to develop and present an effective financial plan and demonstrate the skills and attitudes essential to the successful salesperson. Course includes a lab component designed to permit students to apply their knowledge through use of a variety of financial planning software.
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Advanced Financial Planning
FIN8201
- Hours: 84
- Credits: 6
- Pre-Requisites:
- CoRequisites:
Applied Ethics in Financial Services
FIN8340
Successful financial planners place ethical conduct at the core of their dealings with clients, colleagues, and financial institutions. This course examines codes of conduct, ethical behaviour, and standards of professional practice in the Canadian financial services industry. Provincial regulatory rules pertaining to compliance and ethical practice will also be examined to ensure graduates are aware of industry rules and expectations.
- Hours: 42
- Credits: 3
- Pre-Requisites:
- CoRequisites:
Program outcomes
- Integrate ethical decision-making practices into all aspects of the 6-step financial planning process.
- Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
- Prepare accurate and relevant financial plans both manually and using financial planning software.
- Evaluate a client’s personal finances, needs and goals to generate effective financial planning options based on the current economic environment.
- Recommend financial products and services that meet client goals based on available market options.
- Develop strategies to establish and maintain relationships with clients to market and sell financial products and services.
- Recognize potential tax and legal implications within a financial planning situation.
- Communicate effectively, orally and in writing, with clients both in person and virtually.
- Research market opportunities to develop an advisor business plan designed to start a financial services practice.
- Provide recommendations and options for managing risk involving life and health insurance products.