Financial Planning - 185

Mohawk College Certificate
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Effective April 1, 2022, candidates applying for QAFP certification must hold, at minimum, a two-year college diploma and candidates applying for CFP certification must hold, at minimum, a bachelor’s degree. For more information on this requirement visit our Post-Secondary Education Requirements FAQs .


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CERTIFIED FINANCIAL PLANNER® (CFP®) is an internationally recognized professional designation that is administered by FP Canada™ (opens in new window).

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 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.

These courses are not suitable for someone taking them for their own personal financial planning.

View courses available this term under Course Schedule.

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.

Program Highlights

  • 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!
Contact Continuing Education

Interdisciplinary, Media, Creative and Business

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.

Financial Assistance Information

osap checkmark icon Bursary funding may be available. Learn more about Financial Assistance Options for Continuing Education Students.

The program of studies displayed below applies to students starting the program in the current 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, Media, Creative Arts, and Business

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

Visit the Textbooks page for information on ordering your course materials.

Courses in this program are currently offered via OntarioLearn equivalency. Visit the Course Schedule tab for full details.

  • ACCT10036 Income Tax Planning is equivalent to FINCFP011 Financial Environment
  • FINC10052 Risk Management and Estate Planning is equivalent to FINCFP012 Life and Death Issues of Financial Planning
  • INVS10004 Strategic Investment Planning is equivalent to FINCFP013 Investment Planning
  • BUSN10152 Retirement Planning is equivalent to FINCFP014 Retirement Planning And Case Studies

Mandatory Courses

Register Course number Course title Course Hours
Course description: Focus on personal financial planning and personal tax issues and strategies. Examine the time value of money, setting financial goals, and budgeting. Not suitable for your own personal financial planning.Focus on personal financial planning and personal tax issues and strategies. Examine the time value of money, setting financial goals, and budgeting. Not suitable for your own personal financial planning.
Prerequisites: FINCFP013 or INVS10004
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.
Prerequisites: FINCFP014 or BUSN10152
Equivalents: FINC10052
Course description:
Prerequisites: FINCFP012 or FINC10052
Equivalents: INVS10004
Course description: Learn basic skills to prepare retirement plans for prospective clients. Review Government Sponsored Retirement Income Programs, Employer Sponsored Pension Plans, Deferred Profit Sharing and Personal Savings Plans. Covers Education planning, Home Buyers' Plan and Tax-Free Savings as they relate to retirement and savings.
Credits: 3
Equivalents: FINCFP014

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.

Courses must be taken in order below.

Course Code Course Name Spring 2021
(May to Aug)

Retirement Planning

(Equivalent to: FINCFP014)



Risk Management and Estate Planning

(Equivalent to: FINCFP012)



Strategic Investment Planning

(Equivalent to: FINCFP013)



Income Tax Planning

(Equivalent to: FINCFP011)

Getting Started

Visit CE Get Started, your go-to online resource for getting started. You’ll find information on online tools and the wide range of student services available to you to support your success as a Mohawk College student and to help you achieve your future goals!

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 OntarioLearn 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 Contacts and Services

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

Career Opportunities

Industries of Employment:

  • Banking
  • Insurance
  • Investment Firms
  • Accounting Firms
  • Law Practices

Occupational Categories:

  • Financial Planner
  • Investment Advisor
  • Estate and Tax Consultant