Ontario College Graduate Certificate in Financial Planning

The George Brown College Financial Planning graduate certificate program provides students with the knowledge and skills to work in the field of financial services.The George Brown College Financial Planning graduate certificate program in Toronto provides students with the knowledge and skills to work in the field of financial services.

Upon completion of this program, you will be able to:

Help clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as:
Financial Management ? assess the client?s current and future financial position, based upon their cash flow, budget and net worth.
Investment Management ? assess the nature of the client?s assets based on their risk tolerance, time horizon and expected rates of return.
Retirement Planning ? compare the client?s expected lifestyle in retirement to their current retirement assets and planned savings.
Tax Planning ? assess the client?s current and future tax obligations and strategies employed to minimize or defer taxation.

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