The Certificate in Advanced Financial Advice is specifically tailored to support your career progression in many financial advisory roles. This certificate provides advanced knowledge for financial services professionals in client-facing advisory roles.
The Certificate in Advanced Financial Advice builds upon the Certificate in Financial Services Advice by broadening and deepening knowledge of advanced financial advice and financial planning areas. The Certificate in Advanced Financial Advice is an important step in the path to becoming a financial planner.
YOU WILL DEVELOP
| Expertise in a broad range of financial planning technical areas. | Ability to assess a range of client financial needs. |
| Ability of recommend a range of financial solutions. | Expertise in retirement planning. |
EDUCATION PATHS
Note: Only students having completed one of the educational paths after July 1, 2019 will be granted the Certificate in Advanced Financial Advice.
Enrol By Course
Select courses individually
- Canadian Securities Course (CSC®)
- Investment Funds in Canada
- Personal Financial Services Advice
- Financial Planning I
- Financial Planning II
- Wealth Management Essentials
- Financial Planning Supplement
- Fundamentals of Financial Planning
- Building a Mutual Funds Advisory Practice
LEADS TO CAREERS SUCH AS:
- Financial Advisor
- Financial Planner
- Private Banker
- Investment Advisor
- Mutual Fund Representative