Post-Baccalaureate Diploma in Financial Planning at Capilano University

Build the skills and knowledge students need for a career in financial advising and wealth management. A good financial planner can make a huge difference in a client's financial future, helping them navigate investing, retirement, insurance, estate planning and other important financial decisions. The Post-Baccalaureate Diploma in Financial Planning is a two-year, 13-course program designed for people who already hold an undergraduate degree and are looking to transition into the financial services industry.

Faculty: Business & Professional Studies  |  Department: School of Business  |  Duration: 2 years  |  Study mode: full-time  |  Intake: Spring 2027  |  Location: North Vancouver, British Columbia, Canada

What you will study

Offered full-time at CapU's North Vancouver campus, the program provides the quantitative and financial foundation needed to succeed in industry entrance exams, while meeting the Core Curriculum requirements for the Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner™ (QAFP™) designation. Beginning each January, the program is completed over four terms, with a capstone course taken in the Spring term.

Career pathways

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

Official programme page