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Diploma in Financial Planning

Diploma in financial planning course is a course intended to furnish students with information and aptitude needed to turn into a financial planner. The course generally encompasses many subjects, such as investment planning, retirement planning, risk management, tax planning, estate planning, and ethics. The course tends to be delivered by universities or colleges, or, at professional organizations, and is completed either online or in person. It generally takes one to two years to complete the program.

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Taxation Expertise
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Career Development
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Retirement Planning
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Financial Principles
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Legal Considerations
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Tax Fundamentals
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Personal Finance
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Ethical Standards

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

The Diploma in Financial Planning program at New Brunswick College of Business and Technology will take you on a revolutionary journey. First begin with learning the principles of efficient corporate communication and the role of information systems in contemporary organisations. You will continue to learn important financial planning ideas and techniques like budgeting, investing and retirement planning. Discover personal money management and legal aspects in planning financial enterprises and families. Learn to improve your understanding of income tax basics as well as other tax planning techniques. Investigate financial planning — ethical concerns and professional standards anticipated in the industry. Finish your trip with the knowledge and skills needed to cope with the intricate complex world of financial planning and to make wise decisions that will help secure your financial future.

Student Journey

Get Ready for an In-Demand Career

This "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

12 Modules

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.

FAQs