Diploma in Financial Planning
A diploma in financial planning course is a program designed to provide students with the knowledge and skills required to become a professional financial planner. The course typically covers a wide range of topics, including investment planning, retirement planning, risk management, tax planning, estate planning, and ethics. The course is typically offered by universities, colleges, and professional organizations and may be completed either online or in person. The duration of the program can vary, but it typically takes one to two years to complete.
Course Objectives
Understand Role of Information Systems.
Develop Customized Investment Plans.
Identify Career Goals and Strategies.
Create Business Financial Plans.
Explore Retirement Planning Strategies.
Manage Personal Finances Effectively.
Plan for Retirement Successfully.
Strategize for Tax Minimization.
Analyze Business and Family Law.
Implement Career Development Techniques.
Student Journey throughout the course
At New Brunswick College of Business and Technology, the Diploma in Financial Planning program will take you on a revolutionary journey. Begin by learning the principles of efficient corporate communication and the function of information systems in modern organisations. Continue to learn important financial planning ideas and techniques such as budgeting, investing, and retirement planning. Explore personal money management and legal aspects in financial planning for both enterprises and families. Improve your understanding of income tax basics and tax planning tactics. Investigate ethical concerns in financial planning as well as the professional standards anticipated in the industry. End your trip with the information and abilities necessary to navigate the complicated world of financial planning and make educated decisions to ensure your financial future.
Get Ready for an In-Demand Career
Our Diploma in Financial Planning program equips you with the essential skills and knowledge to thrive in the dynamic financial services sector.
Graduates of the “Diploma in Financial Planning” program have a variety of career opportunities in Canada, including:
- Financial Advisor/Planner
- Wealth Manager
- Personal Banking Officer
- Investment Officer
- Financial Services Representative
- Credit Counselor
- Trust Administrator
- Budget Analyst
- Portfolio Manager
Course content
“Diploma in Financial Planning” Course
Interactive sessions
Online/offline learning
Realtime industry oriented teaching
Completion certificate from NBBT
24*7 Course material access
One-on-one interaction with mentor
Get more information
View the course package for a detailed curriculum, financing, options, and more.