Financial Planner Diploma Online | Your Path to Expertise

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Program Overview

Course Highlights

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Course Curriculum

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Financial Planner

Diploma Summary

The Financial Planner Diploma at ABM College prepares students for a future career in the financial industry. If you are someone who likes to take a strategic and tactical approach to finances, then this is the program for you! This online financial course teaches students all aspects of the financial sector like how to create successful financial strategies and budgets, analyzing and creating personal finance strategies, tax strategies, personal investments and so much more!

Financial Planner Diploma course will give students a solid foundation of knowledge and skills to help shape students into confident financial planners. Graduates of this program have the option of choosing many different career paths in the financial industry such as retail banking, independent professionals or as wealth management professionals. Also included in the program's curriculum is preparation for the Canadian Securities Course Exam.

Financial Planner

Diploma Highlights

Financial planning fundamentals like preparing a personal financial plan, evaluating financial products, and learning the regulatory practices in this field.

How to create personalized financial plans that involve the personal sector cash flow, life cycle financial planning, investment management, tax planning and more.

Personal investment and financing planning which includes cash flow and budgeting, tax considerations, RRSP’s, and pension plans.

Preparation for the Canadian Securities Course examination.

Build on the basic fundamentals of finance and build them into advanced levels.

Career Opportunities

Financial Planner

Financial Planning Representative

Associate Financial Planner

Investment/Retirement/Tax Planner

Salary Range

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Financial Planner Course Curriculum

Skills Strong interpersonal skills are essential for productive organizational culture, leadership and team performance. In this course, Students will engage in self-exploration to understand their own interpersonal communication patterns, analyze their impact and apply skills that increase their ability to collaborate with others. Skills in listening and empathy, perception-checking, reducing defensiveness, addressing conflict, leveraging non- verbal communication and giving and receiving feedback.

This course is a comprehensive introduction course on the fundamentals financial planning. A review of the financial planning process and regulatory practices in the field of financial planning will be completed. Additionally, techniques of personal sector cash flow, asset and liability management, life cycle financial planning, investment management, tax planning, and retirement and estate planning.

Financial Planning II builds on the practical knowledge base of a financial planner learned in Financial Planning I. The course will provide you with advanced knowledge of important financial planning strategies. Building on the techniques learned in Financial Planning I, you will apply financial planning concepts and knowledge to determine the appropriate strategy for clients based on the collection and analysis of client information.

This course describes the financial planning process and professional, ethical and regulatory compliance requirements in the client-adviser relationship. Keys to successful financial planning: Cash flow and budgeting in the creation of personal wealth; income and capital gains tax considerations for personal investment and financing; investment structuring and tax planning strategies for personal investment and financing; social security benefits, and their role in the financial planning process.

This course teaches students about the Financial Planning Practices of the CFP profession. It will prepare students for specific technical knowledge and professional skills. Students will learn the key aspects of analysis from each of the six planning areas, and develop an appreciation of the FPC stringent requirements of the CFP professional as it relates to ethical principles and professional standards.

This course looks at the ethical challenges and professional conduct requirements that affect business professionals, with a focus on financial planners. Students investigate the ethical and evaluative challenges that arise in the corporate world. They look at how ethics plays a role in a number of business contexts and functions. Individual and international ethical disparities, corporate social responsibility, rights and legislation, and ethical issues involving shareholders, employers, suppliers, competitors, and consumers are among the topics covered.

Goal-setting in the context of reaching financial stability through government pensions, registered pensions, and other savings is examined in retirement, wills and estate planning. Wills, trusts, and charitable gifts are all used in estate planning to ensure that assets are distributed in a tax-efficient manner. Individuals interested in financial planning will benefit from Retirement, Wills and Estate Planning.

Admissions Requirements

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Financial Planner Diploma Information Kit

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This kit includes important details on the Financial Planner Diploma program at ABM College.

Financial Planner Information Kit

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Student Recommendations of ABM College

I loved every minute of going to ABM College, I felt they prepared me so well for my course and for what's to come after graduation. I could not be happier with my education and now my successful career as a Health Care Aide.

Kelly Reis, Alberta
ABM College helped me to pursue my dream job. At first, I was hesitant because I thought doing classes online is not so easy. But they have flexible hours to attend so working students can choose a time to work with your schedule. All instructors are very approachable and staff are very accommodating. A great school that I will not forget.

Bhing Sayson-Cuadra, Saskatchewan
Deborah Cheesman
I studied the Diploma program in Business Administration and graduated May 2022. The teachers I had were all amazing! They are very good at what they do and help us as much as they can. They share their knowledge and experiences and help the students in every way.

Emma Rose Lontoc, Alberta
Erlinda Harn
I studied Medical Office Assistant & Unit Clerk at ABM College. The decision was difficult for me in my 40’s with kids and work, but I had great experience with online lessons. Thanks to my Instructors for always supporting and helping me. A good decision to study at ABM College.

Rafaela Goyena, Alberta
Ian Morales
Being a student of theMedical Office Assistant and Unit Clerkprogram was a great platform to change my career in the medical field. As I finished my studies, a lot of opportunities opened up to me to work as a unit clerk in the Saskatchewan Health Region.

Cheryle Pascua, Saskatchewan
Highly recommend it for professionals who need to upgrade their skills. I took the Digital Marketing Diploma and really liked it. It helped me increase my skills and build up my confidence. Teachers and staff were all very kind and helpful.

Marlene Rados, Alberta

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Latest News & Blogs

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