Professional Financial Services – FSP1
Introduction
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This one-year post-grad program is designed for university and college graduates looking for a career in financial services. You’ll learn about personal financial management, tax and retirement planning, insurance, investment, and estate planning. You’ll also study the importance of people skills – critical for working with clients, evaluating their needs, and offering financial advice.
Unique Program Experiences
Chart your path to a career in financial services! This one-year post-grad program is designed to equip you with key skills needed to provide Canadians with advice in six fundamental areas of personal finance: financial management, investment planning, retirement planning, tax planning, estate planning, and risk management. Along the way, you will have the opportunity to complete key industry licensing exams and work towards professional financial planning designations, which will make potential employers take notice.
When you take the Professional Financial Services program, you will learn how to address important financial issues that individuals and families face and help them make smart decisions surrounding their wealth. Taking a hands-on approach, you will not only understand important theories but will gain experience in solving real financial problems through assignments, client role-plays, and case competitions. Here’s the best part: you will be introduced to working professionals to prepare you to leap from school to industry.
Professional Development Day
Graduating students polish their resumes and interact with industry employers to learn about a multitude of career opportunities available for new graduates.
Alumni Panel
Current students learn from those who have been in their shoes, walked the same halls and overcome obstacles in order to successfully make the transition from student to industry professional.
Financial Planning Case Competition
Working in teams, students craft comprehensive financial plans based on the advanced concepts gained in their studies. Student teams hone their presentation skills and pitch their recommendations to a panel of industry judges.
Toolkit
Technology and tools that students will take away from the program:
Industry certifications and designations that graduates can pursue:
Certifications
- CSC®: Canadian Securities Course
- CIFC: Canadian Investment Funds Course
- LLQP: Life Licence Qualification Program
Designations
- PFP®: Personal Financial Planner
- QAFP®: Qualified Associate Financial Planner
- CFP®: Certified Financial Planner
- RRC®: Registered Retirement Consultant
Note: additional steps and work experience are required to earn designations. A post-secondary degree is also required for the CFP.
Student Experience
Fanshawe Financial Society
Join like-minded students and let your interests come together in this student club. From social nights to connect with industry and faculty through guest speakers and networking events, the Fanshawe Financial Society allows students to enhance their student life and build an even greater sense of belonging.
Larry Myny Mentorship program
Engage with industry and develop your skillset with help from a mentor. Check out the Inspire Mentoring program at Fanshawe College.
Your Future Career
Graduates let their talents shine in various roles within financial services organizations.
Sample Careers
| Financial Advisor | Consult on personal financial strategies, including credit, securities, and insurance. |
| Personal Banker | Administer personal banking service and advice. |
| Associate Investment Advisor | Advise clients on investment products and services that suit their needs & objectives. |
| Sales Assistant | Support senior advisors in administration, customer service and sales activities. |
| Wealth Advisor | Build and maintain client relationships centred around comprehensive planning. |
If you are ready to work hard, have fun and become a professional, join us to build your future in finance.
To learn about the Professional Financial Services program, including the description, admission requirements and courses, see the program website.
