Business - Finance Fanshawe College

Overview

The  Business - Finance  Graduate Diploma delivered at Fanshawe College will teach you to work with clients, evaluate their needs and offer advice on personal financial management, tax and retirement planning, insurance, investments, and estate planning, as well as customer relations and providing products to clients. 

This business finance program is designed to develop the skills needed to work in the growing personal financial services sector, from customer service to wealth management and financial planning. Qualified graduates will have completed all of the educational requirements leading to the QAFP™, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and PFP®, Personal Financial Planner® designations. Students are also prepared to write the Canadian Securities Course® and Life Licensing Qualification Program examinations as prerequisites to securities and life insurance licensing. Students will also have completed the Mutual Funds Licensing course.

There are options to transfer to complete a degree program at many other post-secondary institutions or complement your diploma with a graduate certificate offered by the Lawrence Kinlin School of Business.

Career opportunities:

Graduates of Fanshawe’s Business – Finance program are prepared to enter the financial services sector in many fields, including banking, credit management, wealth management, life insurance, investments and financial planning. Graduates are suited to a variety of entry-level positions and may advance into such as sales representative, customer service representative, insurance advisor, investment advisor, financial planner or retirement planner.

Here are some examples of career opportunities for graduates of Fanshawe’s Business – Finance program:

• Sales Assistant Provide support to an investment advisor by managing operations, and providing customer service to clients.
• Financial Services Representative Build productive relationships with clients, apply skills in the areas of personal credit, mutual funds, and day-to-day banking.
• Financial Advisor Provide personalized financial advice to clients to assist with important financial decisions.
• Financial Planning Associate Start your career in the financial services sector by providing administrative support to financial planners and their clients.
• Financial Planner Develop comprehensive financial plans to help clients achieve their long-term financial goals.