Financial Planning - 185
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.
You do not need to apply to begin this program, simply ensure you meet the admission requirements (listed on the Admissions & Registration tab) and then you may register for any available courses.
- 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!
Admission & Registration
- 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.
Program of Studies
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.
A selection of courses are available each term. Courses that are currently not available (N/A) for registration may be offered in the future – check back frequently.
Note: Courses in this program are currently offered via equivalency. Please refer to the Course Schedule tab for details.
|Register||Course number||Course title||Course Hours|
|N/A||FINCFP012||Life and Death Issues of Financial Planning||45.00|
|N/A||FINCFP014||Retirement Planning And Case Studies||45.00|
The list of scheduled course offerings for this program is below. Please note that all offerings are subject to change. Not every course is offered every semester, so please consider this schedule when planning your academic path.
|Course Code||Course Name||Winter 2020
(Jan to Apr)
Income Tax Planning
Equivalent to: FINCFP011 Financial Environment
Risk Management and Estate Planning
Equivalent to: FINCFP012 Life and Death Issues of Financial Planning
Strategic Investment Planning
Equivalent to: FINCFP013 Investment Planning
Equivalent to: FINCFP014 Retirement Planning And Case Studies
Login to MyMohawk
MyMohawk is the college portal used to access your student account information, email, grades and more. Your username and password can be found on the Continuing Education Acknowledgement of Registration & Student Account form that was sent to you after you registered for your course. Visit the Getting Started - MyMohawk Guide for step-by-step instructions.
Access Mohawk Email
On the MyMohawk Home screen you will see a link to Mohawk email. Visit the Getting Started – Mohawk Email Guide to learn how to set up your account on your devices.
Visit www.ontariolearn.com to access your course. Visit the OntarioLearn Course page for step-by-step instructions. Please note your course will not appear in OntarioLearn until the scheduled start date.
Find your Textbook
Use the Mohawk College Textbook Search to find your course materials.
Explore Student Services available
Online learning courses provide you with the opportunity to learn online, anywhere, at your convenience! You can study at home or at work - wherever you like, whenever you like, within a predetermined time frame.
Courses are delivered over a set time period and are led by instructors. Most courses do not require that you be online at a certain time of day or night, but that you are active in the course during the schedule. There are scheduled start and end dates and you cannot start courses late nor finish early.
Visit the OntarioLearn Course page to discover how to get started on OntarioLearn. Please note your course will not appear in OntarioLearn until the scheduled start date.
Visit Exams for Online Courses for everything you need to know about booking and writing your online learning exam.
Frequently Asked Questions
- 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:
- Investment Firms
- Accounting Firms
- Law Practices
- Financial Planner
- Investment Advisor
- Estate and Tax Consultant