PROGRAM DESCRIPTION
The University of Victoria offers a series of Financial Planning courses which will appeal to individuals wanting to increase their understanding of financial products and the financial planning process, as well as to those professionals wishing to acquire the Certified Financial Planner (CFP) designation from the Financial Planners Standards Council.
The first four Financial Planning courses along with the CIFP Program and Evaluation qualify students to challenge the CFP examination administered by the Financial Planners Standard Council (FPSC). The mandatory Program Review and Evaluation goes over materials covered in the previous four courses and culminates in a four-hour proctored exam (this course is offered only through CIFP and students must contact them to register).
Students can then take an additional three courses to qualify for a Certificate in Financial Planning from the University of Victoria. The Certificate in Financial Planning is intended to serve the needs of students who wish to acquire a comprehensive knowledge of financial planning and enhance their ability to perform more effectively in professional environments.
Today’s employers recognize and value the broader perspectives provided by university programs that combine the financial planning industry perspective with management and professional development. Acquiring an understanding of financial planning management concepts and practices provides graduates with a competitive advantage when it comes to pursuing employment opportunities.
Graduates of the UVIC Certificate in Financial Planning will be able to:
On Campus
Each course is normally 13 weeks in duration and consists of one three-hour class per week. Classes are customarily held on campus on weekdays from 7:00pm to 10:00pm. This schedule may vary, depending on class format and location.
Qualifying to Challenge the CFP Exam (4 courses plus Program Review and Evaluation):
Financial Planning Courses:
Important Note - Students must complete the first four courses that make up the CFP Qualifying Program with a grade of 60% or higher and have successfully finished the Program Reveiw and Evalution to challenge the FPSC exam.
Requirements for the UVIC Certificate in Financial Planning (total 8 courses):
All five courses listed above, plus the following;
Admission Requirements for the UVIC Certificate in Financial Planning:
Already hold a CFP designation?
Students who already hold the CFP designation issued by the Financial Planners Standards Council (FPSC) can be admitted into UVic’s Certificate in Financial Planning program; they are required to complete the three additional courses required for the University of Victoria's Certificate in Financial Planning.