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Post-Baccalaureate Certificate in Financial Planning Professional at Capilano University

Capilano University, Canada

Programme overview

CapU's Post-Baccalaureate Certificate in Financial Planning - Professional program is for people who work in financial services, have a degree and want to advance their financial advising career with a Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) designation. A financial planner’s expertise guides clients through the challenges of investing, financing, retirement, estate and insurance planning to help them secure their financial future. This self-paced five-course program will take four terms to complete, with the capstone course completed each Spring term.

Faculty: Business & Professional Studies  |  Department: School of Business  |  Duration: 18 months  |  Study mode: part-time  |  Intake: Spring 2027  |  Location: North Vancouver, British Columbia, Canada

What you will study

CONTACT THE CAPU SCHOOL OF BUSINESS Prepare for the CFP exam After passing their QAFP exam and building up on-the-job experience, students be ready to study for the Certified Financial Planner (CFP) licensing exam.

Career pathways

Career paths include: Financial advising; Financial consulting; Financial planning; Investment advising; Retirement planning; Stocks and securities.

Official programme page

Application information

Entry requirements

This program is appropriate for students who have an undergraduate degree, are licensed and working within the financial services sector, and wish to complete their Certified Financial Planning Core Curriculum from FP Canada.

Domestic applicants: CAD 3,130 for the whole programme. Total programme tuition across all years as listed on the programme page; separate student fees (about $1,545 total) are excluded. Source

International applicants: CAD 11,704 for the whole programme. Total programme tuition across all years as listed on the programme page; separate student fees (about $1,545 total) are excluded. Source

Domestic applicants (Canadian citizens and permanent residents) apply through EducationPlannerBC and pay a non-refundable application fee of $50, which covers applications to 2 programs.

International applicants apply through EducationPlannerBC and pay a non-refundable application fee of C$135, which covers applications to 2 programs. New international students also pay a one-time $5,000 deposit, applied against international tuition once registered in courses.

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