Financial Planning - 185

Mohawk College Certificate
These courses are not suitable for someone taking them for their own personal financial planning.
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CERTIFIED FINANCIAL PLANNER (CFP) is an internationally recognized professional designation that is administered by the Financial Planners Standards Council (FPSC).

Upon successful completion of the course material, you may write the CFP Accreditation exams which are scheduled in June and November each year. Accreditation also requires three years of practical experience, a capstone course (taken after the PE1 exam) and a PE2 exam (taken one year after the PE1 exam) to qualify for the CFP designation.  In order to qualify for the FPSC Level 1 Examination in Financial Planning you must receive a 50% passing grade or greater in each course. A 60% average or greater is required to attain the Mohawk College Certificate.

  • Understand the financial planning process
  • Understand Time Value of Money (TVM) and its influence on our decisions
  • Explore investment regulations at the provincial and federal levels
  • Create an investment portfolio to fit the needs of an investment plan
  • Be able to apply appropriate tax strategies to various types of investments
  • Explain how retirement planning impacts our daily lives
  • And many others!
Program Contact
Continuing Education Business
  • Ontario Secondary School Diploma (OSSD) or equivalent (Mohawk Academic Upgrading, GED) OR 19 years of age or older.

You do not need to apply to begin this program. Start by ensuring you meet the admission requirements listed above and then register for the courses listed in the Program of Studies when they are offered.  Some courses have prerequisites, so please check the Program of Studies for details. Find out how to register for a course.

The program of studies displayed below applies to students starting the program in the 2019/20 academic year. Students who began in other academic years may require different courses to be eligible to graduate. If you have questions regarding a strategy for completion contact Continuing Education -  Interdisciplinary, Creative, Media and Business

Click on the Course number or Course title for more information on each course.

Visit the Mohawk College Bookstore Textbook Search (opens in new window) for information on textbooks.



Mandatory Courses

Register Course number Course title Course Hours
Course description: Examine the time value of money, setting financial goals, budgeting, personal financial planning and personal tax issues and strategies.
Equivalents: BUSNBE450 or ACCT10036
Course description: Analyze estate planning strategies, with attention to risk of property and liability losses, insurance, wills, powers of attorney, family law, trusts and tax and legal considerations.
Equivalents: FINC10052
Course description: Explore the nature of and theories regarding capital markets with emphasis on securities, operation of securities markets, modern portfolio theory, Canadian financial markets, investor objectives and balancing risk and return.
Equivalents: INVS10004
Course description: Discuss key retirement planning issues including ensuring adequate retirement income, private and employer-sponsored pension plans, tax issues and accessing retirement savings.
Prerequisites: FINCFP011 and FINCFP012 and FINCFP013
Equivalents: BUSN10152
  • Collect the quantitative information required to develop a financial plan
  • Collect the qualitative information required to develop a financial plan
  • Identifies potential opportunities and constraints
  • Assesses information to formulate strategies
  • Formulates and evaluates strategies to develop a financial plan

Industries of Employment: Banking, Insurance, Investment Firms, Accounting Firms, Law Practices

Occupational Categories: Financial Planner, Investment Advisor, Estate and Tax Consultant

Questions about CE at Mohawk College? Please see our FAQ.

Related Links

Continuing Education at Mohawk

Students can take just one or as many courses in the Program of Studies as they would like. If students complete all required courses from the Program of Studies, they can apply for the certificate. Visit Continuing Education for further information on our programs. For information on credentials and how they differ from one another visit Continuing Education Credentials. In this program, students can take courses in any order except Retirement Planning And Case Studies (FINCFP014) can only be taken after completion of the other three courses.

Online Experience

Students have free access to Microsoft Office 365, (which includes Microsoft Office 2013) Lynda, and many other technological resources described below. For more information on online learning, and specifically Ontario Learn which is the platform for these courses in this program, click here.

Financial Information

With Continuing Education, each course is priced individually and students only pay for the course(s) they choose to register for. For financial assistance related inquiries please click here or contact 1-844-767-6871. Keep in mind, course prices do not include textbook fees. Visit the Mohawk College Bookstore Textbook Search (opens in new window) for information on textbooks

Student Services

Peer Tutoring:

Click here to view information on peer tutoring available.


Our Accessible Learning Services Counsellors, Accessibility Support Officers, and Learning Skills Advisor/Adaptive Technologist work with students with disabilities to develop a personalized program of services and academic accommodations. For more information, click here.

Library Resources:

Find out about library computers available and how to borrow laptops and Chromebooks. For more information, click here.