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.

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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:

Students in this program are required to bring mobile devices that meet minimum specified requirements.

This is an eText program. Learn about eTexts at Conestoga.

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

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Tuition & fees

​Tuition and fee details for the 2021-2022 year are listed below.  Fees for the next academic year are unavailable at this time. Books and supplies are additional.

1 Term

Canadian

International

Tuition
$2700.00
$7250.00
Ancillary Fees
$743.49
$1293.39
Total Fees
$3443.49
$8543.39

Canadian fee details

Description Spring 2022
Program Tuition Fee (ACR) $2700.00
Administration Fee $25.00
Capital Development Fee $79.39
CSI Health Plan Fee $99.00
CSI Association Fee $110.00
CSI Legal Protection $20.10
Graduation/Alumni Services Fee $27.50
ONE Card Fee $10.00
Recreation/Athletics Fee $70.50
Student Services $60.50
Technology Enhancement Fee $137.50
CSI - Student Frosh Kit Fee (optional) $65.00
CSI Event Fee and Campus Life (optional) $30.00
CSI Student Clubs and Societies (optional) $4.00
Sustainability Fee (optional) $5.00
Term Total $3443.49

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 2022
Grad. Cert. Program Tuition $7250.00
Administration Fee $25.00
Capital Development Fee $79.39
CSI Health Plan Fee $99.00
CSI Association Fee $110.00
CSI International Health Fee $174.90
CSI Legal Protection $20.10
Graduation/Alumni Services Fee $27.50
ISR $375.00
ONE Card Fee $10.00
Recreation/Athletics Fee $70.50
Student Services $60.50
Technology Enhancement Fee $137.50
CSI - Student Frosh Kit Fee (optional) $65.00
CSI Event Fee and Campus Life (optional) $30.00
CSI Student Clubs and Societies (optional) $4.00
Sustainability Fee (optional) $5.00
Term Total $8543.39

Returning student tuition & fees

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

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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