Duration: 1 Year

Program information

Financial Planning graduate certificate provides a fast start to your career in financial planning. Why spend three years in self-study to complete the academic requirements to become a financial planner while working in an entry-level financial services job when you can spend 28 weeks in Financial Planning graduate certificate and be ready to begin a lucrative and enjoyable career helping people reach their financial goals? If you already have a postsecondary diploma or degree and can take this program full-time, you’ll be ready to start your financial planning career in one year flat.

Classroom teaching methods include:

• Review of case studies
• Exploration of financial planning software
• Role-playing client/planner discussions
• Presentations by guest speakers and business leaders

Additional Costs

In addition to tuition fees, you should be prepared to pay approximately $3,500 for registration with external licensing and accreditation organizations. Fees are subject to change by the institutions.

Career Opportunities

Among high-income earning jobs, financial planner ranked as one of the most secure and least stressful out of 250 job categories, according to a recent U.S. annual survey reported in the Jobs Rated Almanac. Take 28 weeks to complete the Sheridan Financial Planning Program, and you’ll be ready to assume one of these highly desirable jobs:

• Account manager or financial adviser with banks and trust companies
• Full-service investment specialist in the securities brokerage industry
• Personal financial planning practitioner
• Portfolio manager
• Credit counselor
• Estate planner
• Insurance specialist

Admission Requirements

PROGRAM ELIGIBILITY

• Postsecondary diploma or degree

and/or

• Demonstrated competence through related work and/or educational experience

APPLICANT SELECTION

Eligible applicants are selected on the basis of previous academic achievement, and/or demonstrated experience.

In some cases, applicants may be requested to submit a résumé, which includes details of related work experience, and a cover letter, which summarizes their career goals and reasons for wanting to take this program.

Applicants who do not meet the admission requirements for this program will be assessed and advised individually and may be considered for other, related programs.

Courses

Note: Courses subject to change.