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Graduate Certificate in Financial Planning Services

Conestoga College - Doon · Doon
Kitchener, Ontario, Canada ★ 4.7 #3421 world
✓ No interview ✓ Loan friendly
Level
1-Year Graduate Certificate
Duration
1 year graduate certificate
Open intakes
Off-shoreJan 2027, May 2027
Field
Finance and Accounting
Institution
Public College
Offer speed
Superfast Offer Speed2–3 days
Next deadline
2027-01-01

Program overview

A one year graduate certificate in personal finance advice, covering investment products, retirement and estate planning, taxation, insurance and client relationship practice, with applied practice running through the programme, with applied practice running through the programme, with applied practice running through the programme.

Financial planning is a licensed profession in Canada with genuine demand, and Conestoga does not list this certificate among its PGWP-aligned programmes.

Graduate Certificate in Financial Planning Services is taught at Conestoga College Doon campus, a public Ontario college. Read this carefully: the financial planning services certificate sits below degree level and does NOT appear on Conestoga’s own list of PGWP-aligned programmes. Treat the financial planning services certificate as carrying no post-graduation work permit unless Conestoga confirms an eligible CIP code for the financial planning services certificate in writing. Ontario additionally requires a provincial attestation letter before any study permit application for the financial planning services certificate.

Entry to Graduate Certificate in Financial Planning Services is a completed undergraduate diploma or equivalent at 50 percent or above. The English requirement is IELTS 6.5 with no band below 6.0, and tuition for the financial planning services certificate is recorded at CAD 15,844. Conestoga charges a CAD 100 application fee, and no scholarship is recorded against the financial planning services certificate. The financial planning services certificate lists six entry windows across the annual intake cycle. Apply Study Visa manages your the financial planning services certificate application, the deposit, the offer, the attestation letter and the Canadian study permit as one process.

What it costs per year · indicative

Tuition feeC$15,844₹9,66,484
Living cost (est.)C$23,448
Application feeC$100
Total / yearC$39,292₹23,96,812/yr

Living cost is an estimate; tuition is the institute's published international fee. We confirm exact, current figures before you pay anything.

Do you qualify?

Minimum education
2 Year UG Diploma (After 12th)
Minimum marks
50%
Study gap accepted
Up to 5 yrs
Backlogs accepted
Up to 12
Maths in 12th
Required

These are the published minimums. Whether your profile fits — with your marks, gap and budget — is exactly what a free counsellor check confirms.

Admission requirements

Who can apply (guide for international students):

  • Education: A completed undergraduate diploma or equivalent, at the percentage stated.
  • English (meet any one): IELTS Academic 6.5 overall with no band below 6.0; TOEFL iBT 88 with 22 in every section; PTE Academic 58 with no component below 10; or the Duolingo English Test at 120.
  • Application and deposit: Conestoga charges a CAD 100 application fee. Confirm the tuition deposit and its refundability in writing before any money is transferred.
  • Scholarship: No scholarship is recorded against this programme. Budget the full tuition.
  • Additional requirement: Providing financial advice in Canada requires provincial registration and licensing. Securities, insurance and mutual fund licensing are assessed separately from this qualification.
  • Work rights: The financial planning services certificate does NOT appear on Conestoga’s PGWP-aligned list. Assume no work permit unless the college confirms an eligible CIP code in writing. A PGWP also requires a language test at CLB 5 in all four abilities for college credentials, taken within two years of applying. This is separate from the English test you need for admission. No dependant work permit.
  • Study permit: Apply Study Visa prepares the attestation letter request, the financial evidence and the Canadian study permit submission with you.

English requirements

IELTS
6.5 overall
R 6L 6W 6S 6
PTE
58 overall
R 10L 10W 10S 10
TOEFL
88 iBT
R 22L 22W 22S 22
Duolingo
120 overall
R 120L 120W 120S 120

Documents you'll need typical · we confirm yours

  • Valid passport (6+ months validity)
  • Class 10 & 12 marksheets and certificates
  • Bachelor's degree marksheets & final certificate
  • English test scorecard (IELTS / PTE / TOEFL) or MOI certificate
  • Statement of Purpose (SOP)
  • Letters of Recommendation (LOR)
  • Updated CV / resume
  • Financial proof — bank statement / loan sanction + GIC
  • Passport-size photographs
  • Study-gap affidavit or work-experience letter (if applicable)

Getting documents right is the #1 reason applications succeed or get refused — our team checks every file before submission.

Career opportunities

Typical destinations for graduates:

  • Financial Planning Assistant: banks and advisory firms
  • Client Service Associate: wealth management
  • Investment Administrator: brokerages
  • Insurance Advisor: after licensing
  • Financial Advisor: after designation and experience
  • Branch Advisor: retail banking

Reality check: Canadian financial advice requires provincial licensing and often a professional designation, neither of which this certificate provides.

About Conestoga College - Doon

Type
College
Ownership
Public
Rating
★ 4.7
World rank
#3421
Established
1967
Reference No.
O19376158572

Not sure you'll get in?

Get a free, honest eligibility check for Graduate Certificate in Financial Planning Services — plus a shortlist of better-fit options if there are any.

C$15,844 tuition / yr
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