Financial Planner Diploma

A student enrolled at ABM College's Financial Planner Online Diploma Program works on her homework
Next program start dates:
Tuesday, September 3, 2024
Monday, October 7, 2024
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Offered monthly at our Calgary Campus for Calgary and area residents
Practical Experience
Get the opportunity to apply your skills in a professional manner and learn the qualities of a successful client-advisor relationship
Industry Expertise
Students learn first-hand from our instructors who are well-versed in the industry and retain key knowledge
Value- Added
The course is designed to prepare students for the Canadian Securities Course examination

Financial Planner Diploma


Financial Planner Diploma


54 Weeks







Financial Planner Diploma Summary

The Financial Planner Diploma at ABM College prepares students for a future career in the financial industry. If you are someone who likes to take a strategic and tactical approach to finances, then this is the program for you! This online financial course teaches students all aspects of the financial sector like how to create successful financial strategies and budgets, analyzing and creating personal finance strategies, tax strategies, personal investments and so much more!

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Financial Planner Diploma Highlights

This Financial Planner Diploma program will give students a solid foundation of knowledge and skills to help shape students into confident financial planners. Graduates of this program have the option of choosing many different career paths in the financial industry such as retail banking, independent professionals or as wealth management professionals. Also included in the program's curriculum is preparation for the Canadian Securities Course Exam.

Discover key features of the Financial Planner program:

  • Study online and create a schedule that works with your daily home, work and other commitments.
  • Financial planning fundamentals like preparing a personal financial plan, evaluating financial products, and learning the regulatory practices in this field.
  • How to create personalized financial plans that involve the personal sector cash flow, life cycle financial planning, investment management, tax planning and more.
  • Personal investment and financing planning which includes cash flow and budgeting, tax considerations, RRSP’s, and pension plans.
  • Preparation for the Canadian Securities Course examination.
  • Build on the basic fundamentals of finance and build them into advanced levels.

Career Opportunities

  • Financial Planner
  • Financial Planning Representative
  • Associate Financial Planner
  • Investment/Retirement/Tax Planner

Salary Range

A chart shows the salary range for a financial planner in Ontario, the range is from $38,596 to $67,005

Financial Planner Diploma Information Kit

This kit includes important details on the Financial Planner Diploma program at ABM College.

Note: For non-domestic students with a study permit or visa, please see our International Students form here.

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Is this program right for you?

Take our quick readiness quiz.

The fun online quiz will take you less than 5 minutes to complete and will help us understand your career goals and the kind of setting where you would be most comfortable working.

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A student enrolled at ABM College's Financial Planner Online Diploma Program works on her homework

Admission Requirements

Standard Admission

1. Successful completion of Grade 12 or equivalent. 2. Passing score on the Wonderlic Scholastic Level Exam. 3. Passing score on the Accuplacer Test. 4. Successful interview with ABM College Admissions.

Mature Admission

1. Applicants must be out of high school for at least two years. 2. Applicants must be at least 18 years of age prior to admission. 3. Passing score on the Wonderlic Scholastic Level Exam. 4. Passing score on the Accuplacer Test. 5. Successful interview with ABM College Admissions.

Detailed & International Requirements

For any other program or region-specific requirements, please contact one of our Admissions Advisors. For International Students, please refer to the International Students Admission Requirements.

Domestic Detailed Admission Requirements

Course Curriculum

Interpersonal Business

-Skills Strong interpersonal skills are essential for productive organizational culture, leadership and team performance. In this course, Students will engage in self-exploration to understand their own interpersonal communication patterns, analyze their impact and apply skills that increase their ability to collaborate with others. Skills in listening and empathy, perception-checking, reducing defensiveness, addressing conflict, leveraging non- verbal communication and giving and receiving feedback.

Customer Service:

Outstanding customer service creating a positive customer experience often makes the difference between gaining and keeping a customer or losing one. This course will teach students how to achieve customer service excellence. Tools and techniques are offered to ensure you build and maintain beneficial relationships with your customers.

Personal Financial Services

This course examines the knowledge and competencies required to prepare a personal financial plan and manage financial matters. You will learn to analyze and evaluate financial products, planning processes, and strategies. This course is designed for personal implementation and to provide credibility when working in the financial services sector.

Financial Planning I

This course is a comprehensive introduction course on the fundamentals financial planning. A review of the financial planning process and regulatory practices in the field of financial planning will be completed. Additionally, techniques of personal sector cash flow, asset and liability management, life cycle financial planning, investment management, tax planning, and retirement and estate planning.

Financial Planning II

Financial Planning II builds on the practical knowledge base of a financial planner learned in Financial Planning I. The course will provide you with advanced knowledge of important financial planning strategies. Building on the techniques learned in Financial Planning I, you will apply financial planning concepts and knowledge to determine the appropriate strategy for clients based on the collection and analysis of client information.

Applied Financial Planning

This course describes the financial planning process and professional, ethical and regulatory compliance requirements in the client-adviser relationship. Keys to successful financial planning: Cash flow and budgeting in the creation of personal wealth; income and capital gains tax considerations for personal investment and financing; investment structuring and tax planning strategies for personal investment and financing; social security benefits, and their role in the financial planning process.

Canadian Securities Course Exam Prep

This course is designed to prepare students for the Canadian Securities Course examination. Learning objectives include the Canadian investment Marketplace, the economy, investment products & analysis and portfolio analysis.

Financial Planning Technical knowledge and Analysis

This course teaches students about the Financial Planning Practices of the CFP profession. It will prepare students for specific technical knowledge and professional skills. Students will learn the key aspects of analysis from each of the six planning areas, and develop an appreciation of the FPC stringent requirements of the CFP professional as it relates to ethical principles and professional standards.

Tax Strategies for Financial Planners

This course will help student learn about a financial planner’s working knowledge of the Income Tax Act. Topics covered include differential tax rates for business income, employment income, dividends and capital gains and how they impact investments, retirement planning through RRSP’s and pension plans, and estate planning through the tax free pass-through of insurance proceeds.

Business Ethics

This course looks at the ethical challenges and professional conduct requirements that affect business professionals, with a focus on financial planners. Students investigate the ethical and evaluative challenges that arise in the corporate world. They look at how ethics plays a role in a number of business contexts and functions. Individual and international ethical disparities, corporate social responsibility, rights and legislation, and ethical issues involving shareholders, employers, suppliers, competitors, and consumers are among the topics covered.

Retirement, Wills and Estate Planning

Goal-setting in the context of reaching financial stability through government pensions, registered pensions, and other savings is examined in retirement, wills and estate planning. Wills, trusts, and charitable gifts are all used in estate planning to ensure that assets are distributed in a tax-efficient manner. Individuals interested in financial planning will benefit from Retirement, Wills and Estate Planning.

Financial Planning for Businesses

This course introduces students to the essential ideas of financial planning in a business. Students will get a comprehension of financial planning ideas and applications, as well as the analysis of diverse financial situations. This course addresses the fundamental factors to consider when creating a strong plan to meet long-term financial objectives in a business.

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