Financial Planning - 185

Mohawk College Certificate
Online
These courses are not suitable for someone taking them for their own personal financial planning.
Students looking at stocks on a computer
Overview

logo-Financial Planning Logo-354×107.jpg

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!
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.

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.

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.
Credits: 3
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.
Credits: 3
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.
Credits: 3
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.
Credits: 3
Prerequisites: FINCFP011 and FINCFP012 and FINCFP013
Equivalents: BUSN10152

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)
ACCT10036

Income Tax Planning

Equivalent to: FINCFP011 Financial Environment

OntarioLearn

FINC10052

Risk Management and Estate Planning

Equivalent to: FINCFP012 Life and Death Issues of Financial Planning

OntarioLearn

INVS10004

Strategic Investment Planning

Equivalent to: FINCFP013 Investment Planning

OntarioLearn

BUSN10152

Retirement Planning

Equivalent to: FINCFP014 Retirement Planning And Case Studies

OntarioLearn
Getting Started

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.

Access OntarioLearn
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.

Learning Outcomes

  • 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