安大略大学工商管理高级文凭-财务规划

该三年课程的完成将使学生能够获得财务规划领域的安大略大学高级文凭。该计划将为学生提供所有的教育要求，以挑战金融计划标准委员会（FPSC）的1级和2级考试（针对CFP专业人士）以及与行业监管机构（例如加拿大投资行业监管组织（IIROC））的可选许可机会），互助基金交易商协会（MFDA）和安大略省金融服务委员会（FSCO）出于保险许可目的。渐进式学习课程将Conestoga设计的课程与行业标准制定组织的课程相结合，为学生提供银行，保险，私人财富，经纪和/或独立执业的就业机会的准备。
Completion of this three-year program will allow students to obtain an Ontario College Advanced Diploma in the field of financial planning. The program will provide students with all of the educational requirements to challenge FP Canada's Qualified Associate Financial Planning Designation (QAFP).Successful students will have the prerequisites to challenge licensing examinations to trade securities, buy and sell mutual funds and sell life insurance in Canada. This progressive course of study combines courses designed at Conestoga with those originating from industry standard setting organizations to prepare students for career opportunities in banking, insurance, private wealth, brokerage and/or independent practice.The advanced diploma program continues to offer FP advanced curriculum but does not satisfy the degree requirement (effective January 2020). Graduates of the program are qualified to work in a number of positions in the financial services sector. These include banks, trust companies, insurance companies, mutual fund/investment companies, full-service and discount brokerage firms and financial planning firms.