Financial Planning and Wealth Management Courses in Canada

A career in Financial Planning and Wealth Management is lucrative and evergreen. As many first-time investors enter the financial market every year, the demand for financial advisors is also proliferating. Suppose you're aiming for a career in the financial advising arena. In that case, courses in Financial Planning and Wealth Management are apt.  

Read More: Study in Canada

Financial Planning and Wealth Management Course Highlights

Why Should You do Financial Planning and Wealth Management Courses in Canada?

Globally recognised courses: Canada is one of the best places for financial courses, as great scholarship options and ample job opportunities are available. Most Canadian universities' financial planning and wealth management courses have global recognition. Hence, it's facile to get a job even outside Canada.

High-quality education: Canadian universities are known for their high-quality education. World-class infrastructure, excellent faculty, and opportunities to gain specialised career expertise are a few factors that attract international students to Canada. Immigration opportunities: The Post-graduation Work Permit Program (PWPP) allows international students to stay and work for up to 3 years after completing their course. After working for a year in the country, they will be eligible to apply for permanent residency.

Affordable education: Canada's cost of education is much cheaper than other developed countries such as the US and the UK.

Quick Read: Canada Education System for International Students

Who Should Take Financial Planning and Wealth Management Courses?

Financial Planning and Wealth Management courses are apt for those who look to build a career in the financial service industry. Upon completing this course, you can work either as a financial planner or a wealth manager. But these two roles require analytical and interpersonal skills. Apart from this, the person should have a good command of mathematics. The course in Financial Planning and Wealth Management aids the aspirants in developing these skills. Financial planners advise their clients on investments, tax planning, wealth management, and retirement planning. On the other hand, wealth managers offer their services to affluent families and high-net-worth investors to manage their finances to achieve their financial goals.

List of Financial Planning and Wealth Management Courses in Canada

• Graduate Certificate in Financial Planning
• Post-degree Diploma in Financial Planning
• MBA in Financial Services
• Certificate in Financial Planning & Wealth Management
• Canadian Securities Course (CSC)
• Wealth Management Essential (WME)
• Applied Financial Planning (AFP) Certification

Quick Read:

Masters In Finance in Canada
MBA in Finance in Canada

TOP Universities for Financial Planning and Wealth Management Courses in Canada 

Cost of Studying Financial Planning and Wealth Management Courses in Canada

Tuition Fees

Cost of Living in Canada

The cost of living in Canada may vary from person to person. It largely depends upon your lifestyle, type of accommodation, place where you're located, etc. 

However, the average living cost for international students in Canada is as below:

Financial Planning and Wealth Management Courses in Canada: Eligibility Criteria

The candidate should have completed a bachelor's degree to secure admission to a Graduate Certificate course in Financial Planning and Wealth Management. Many Canadian universities prefer only those who have studied business-related subjects such as Economics, Finance, etc., at the undergraduate level for their Financial Planning and Wealth Management courses. Candidates who have a bachelor's degree from other disciplines and a Diploma in Applied Finance or a Certificate in Applied Finance are also eligible to apply for Financial Planning and Wealth Management Courses in Canada.

In addition to this, the following additional requirements needed to get admission to Financial Planning and Wealth Management Courses in Canada are:

• An assessment of numerical skills (required in certain universities)
• English language proficiency
• GMAT for MBA programmes

Exams Required to Study Financial Planning and Wealth Management Courses in Canada

Scholarships to Study Financial Planning and Wealth Management Courses in Canada

How to Apply for Financial Planning and Wealth Management Courses in Canada? 

• Make a list of the universities that offer Financial Planning and Wealth Management courses.
• Compare their eligibility criteria, fees, course structure, and scholarships for international students.
• Also, check their admission process and the starting month of the course.
• Choose the university/ college that is most suitable for you.
• Before you start applying, keep the softcopy of the following ready:
  • Scorecard of the eligibility tests
  • Transcript of mark sheets
  • Proof of funds. You need to show that you have enough funds to meet Canada's education and living expenses. Here, you can use the proof of your student loan.
  • Statement of Purpose (SOP). It's an essay that shows why you're selecting the particular course of that university/ college. This document plays an important in your admission. Hence prepare it carefully.
  • Letter of Recommendation (LOR). LOR from the faculty members of your current or previous educational institution. Most universities ask for more than one LORs.
  • Your resume
  • Passport size photographs
  • Additional certificates, in any, such as experience certificates.
• Now, fill out the application form and upload all necessary documents.
• While applying, you need to pay a non-refundable application fee.
• Most universities conduct interviews of candidates as part of their admission process. At the postgraduate level, the interviewer may ask subject-specific questions.
• If you're successful in the interview, you'll receive a conditional offer letter from the university.
• At this point, you can book your seat by paying the deposit. Usually, this deposit will be non-refundable.

Career after Financial Planning and Wealth Management Courses in Canada

After completing the Financial Planning and Wealth Management course, you will be able to apply for various roles in banks, financial service companies, financial planning companies, and other financial institutions. Following are a few roles apt for graduates of the Financial Planning and Wealth Management course:

TOP Recruiters

• Royal Bank of Canada
• Toronto - Dominion Bank
• Scotiabank
• Brookfield Asset Management Company
• Bank of Canada'
• TD Wealth
• Canadian Imperial Bank of Commerce
• Consolidated Credit Counseling Services of Canada, Inc.
• BMO Financial Group
• Meridian Credit Union
• National Bank of Canada
• Quintessence Wealth
• KPMG Canada

Still unclear about anything? Well, not to worry. Contact AECC and get your queries answered today!

AECC is one of the world's leading educational consultancies with versatile expert professionals ready to help you with any queries you may have. Contact us so we can be of assistance to you in your journey to achieving your dream.

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