shopping cart

Certificate in
Financial Planning

This advanced certificate is designed to build on your background in accounting, finance, or management and may lead you to a professional career as a financial planner.

Successful completion of the courses in this certificate will allow you to write the two national examinations that lead to the two certifications: FPSC Level 1 Certification and the Certified Financial Planner (CFP®) designation, both awarded by the Financial Planning Standards Council (FPSC). For details about these certifications, check their website at www.fpsc.ca.

For detailed certificate and program information, please visit www.ryerson.ca/ce/financialplanning.

Academic Coordinator: Yi Feng, yi.feng@ryerson.ca

See more courses and programs relating to Business, Management, and Economics.

Admission Criteria

Eligible applicants must have the following:

Certificate in Accounting – Finance, or an undergraduate degree, or a three-year college diploma, as well as all of the following courses or equivalents.

CACC 414   Accounting:  Intermediate Accounting I
CECN 104   Economics:  Introductory Microeconomics
CECN 204   Economics:  Introductory Macroeconomics
CFIN 300   Finance:  Managerial Finance I
CFIN 401   Finance:  Managerial Finance II
CLAW 122   Law:  Business Law
CQMS 102   Quantitative Methods:  Business Statistics I
CQMS 202   Quantitative Methods:  Business Statistics II


Admission Application

Students seeking admission to this program are required to complete an application for pre-approval and submit it to the academic coordinator for the Certificate in Financial Planning. To obtain an application visit www.ryerson.ca/ce and click on Forms and Documents (then Financial Planning under Program Pre-Approval Forms), or call 416.979.5035. The completed application, together with transcripts, may be presented to the academic coordinator during the Open House, or mailed to the address on the form.

Undergraduate students wishing to pursue a continuing education certificate program should be aware of possible restrictions; please refer to Curriculum Advising for complete details.

Program Open House

Students who have questions about the admission criteria and/or would like to know more about this certificate are invited to attend a Program Open House. Please see Open House for dates, times, and location.

Certificate Requirements

The successful completion of six courses, with a cumulative grade point average of 1.67 or higher, is required for the certificate.

Certificate Registration

Students may be registered in only one certificate program at any one time. To allow maximum flexibility in crediting external courses and/or courses previously taken at Ryerson, students should register in the certificate at the beginning of their first course (see also Courses and Programs FAQ). For complete details on the advantages of early registration, registration deadlines, and Transfer Credit restrictions, all students should read Registration in a Certificate Program.

Requirements for Graduation

To graduate, you must successfully complete the published certificate curricula from the year you registered in the certificate. Certificate requirements must be completed within six years from the time you were first admitted into the certificate program. In some circumstances, certificate requirements may change, resulting in courses no longer being available. In such cases, Course Substitutions/Directives may be requested. Also, you must apply on RAMSS to graduate, prior to the appropriate application deadlines (see Important Dates). For complete details, all students should read Graduation.

Required Courses

CACC 522   Accounting:  Taxation for Managers and Financial Planners
CFIN 501   Finance:  Investment Analysis
CFIN 502   Finance:  Personal Financial Planning
CFIN 512   Finance:  Risk Management and Insurance
CFIN 612   Finance:  Retirement and Estate Planning
CFIN 812   Finance:  Advanced Personal Financial Planning


Distance Education

The following courses are available in a distance education format this academic year.

CACC 414   Accounting:  Intermediate Accounting I
CECN 104   Economics:  Introductory Microeconomics
CECN 204   Economics:  Introductory Macroeconomics
CFIN 300   Finance:  Managerial Finance I
CFIN 401   Finance:  Managerial Finance II
CFIN 502   Finance:  Personal Financial Planning
CFIN 512   Finance:  Risk Management and Insurance
CFIN 612   Finance:  Retirement and Estate Planning
CLAW 122   Law:  Business Law
CQMS 102   Quantitative Methods:  Business Statistics I