Conestoga College
The Non-degree in Financial Planning Services at Conestoga College is a 1 year long program for international students, taught in English.
Conestoga College
The Non-degree in Financial Planning Services at Conestoga College is a 1 year long program for international students, taught in English.
Courses
Level 1
Course details
Client Communication
BUS8148
Conestoga 101
CON0101
Ethics
ETHS8020
Canadian Securities I
FIN8070
Insurance Fundamentals
FIN8123
Financial Planning Essentials
FIN8196
Level 2
Course details
Entrepreneurship for Financial Planners
ENTR8021
Canadian Securities II
FIN8080
Financial Planning with Technology
FIN8166
Financial Planning Technical Knowledge and Analysis
FIN8201
Tax Strategies For Financial Planners
FIN8211
Program outcomes
Integrate ethical decision-making processes into all aspects of the financial planning profession.
Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
Prepare accurate and relevant financial plans manually and electronically.
Integrate economic and personal information necessary for effective financial planning decisions.
Compare, contrast and select, from appropriate financial products and services, investment planning and counselling services for the public according to industry standards, including taxation.
Effectively market financial products through the development of an inventory of prospective clients, following up with individual sales strategies in pursuit of new and renewal business.
Recognize potential tax and legal implications within a financial planning situation.
Identify and apply written and verbal client-focused communications styles and strategies.
Research market opportunities and implement a business plan in support of client needs, as well as student career choices.
Provide recommendations and options for managing risk involving life and health insurance products.
Conestoga College is a public college located in Kitchener, Ontario, Canada. It was established in 1967 as the Conestoga College of Applied Arts and Technology and currently offers over 200 certificate, diploma, degree, and post-graduate programs to over 16,500 full-time students and 30,000 part-time students. The college is known for its programs in engineering technology, health sciences, information technology, media, design, and community services. Conestoga College has several campuses in the Waterloo Region, including the Doon (Kitchener), Cambridge, and Waterloo campuses, as well as satellite locations in Stratford, Ingersoll, Guelph, and Brantford. The college also offers online courses and distance education programs. The college has a strong focus on applied learning and hands-on training, with state-of-the-art facilities and equipment to support experiential learning. Conestoga College has partnerships with various organizations, including local businesses and industries, to provide students with co-op and internship opportunities, allowing them to gain practical work experience and develop industry connections. The college has also received recognition for its commitment to sustainability and environmental stewardship.
You will need to book the accommodation after you have been accepted.
You can choose to live on campus or off campus in private accommodation.
How to book:
Application Fee:
570 RMB
Tuition fee:
19,428 USD per year
19,428 USD in total
The minimum age is 18.
English fluency is required.
You need to be either:
- A native English speaker
- Studied a degree in English before
- Can demonstrate a high level of English
- Having an English certificate such as IELTS level 6 or TOEFL 95 and above is an advantage.
Minimum education level: High School.
The program is competitive, you need to have a high grades of Average A, 70%, or a high GPA.
All students from all countries are eligible to apply to this program.
Please choose the programs here , "You are advised to select 2-3 programs to increase your chances of getting accepted.
Required Documents:
Preparing documents:
You can start your application now and send the application documents during your application. Some documents you can send later if you don’t have them right away. Some more info about preparing application documents is here
Application process:
Applying Online is simple in just a few steps. More information is available here.
The first steps are to choose the programs, pay the application fee and upload the application documents.
Once submitted to Global Admissions, we will review your application within 2-3 days and proceed to the university or ask you for further clarification
After it has been processed to the university you will receive your unique application ID from each university.
The university may contact you directly for further questions.
We will then follow up each week with the university for updates. As soon as there is any update we will let you know. If you have made other plans, decide to withdraw / change address at any time please let us know.
After you have been accepted you will receive your admissions letter electronically and asked to pay the non-refundable deposit to the university.
Once you have paid the deposit the university will issue you the admissions letter and visa form to your home country.
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