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李湃加拿大部前期主管

范莎-专业金融服务 Professional Financial Services
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 专业金融服务专业

Professional Financial Services

 

· 专业类型:一年制研究生文凭

· 所属学院:商务及管理学院

· 开课日期:1月、9月

· 授课校区:伦敦校区

· 学费信息:$7,961.65/学期

· CFP & CSC 注册投资理财规划师

更多专业信息,请点击文末阅读原文

 

 专业概况 

01


Professional Financial Services is a one-year Ontario College Graduate Certificate program, completed in two four-month levels. The program is designed to leverage a university or college credential in any discipline by providing a fast track to a career as a Professional Financial Planner. An intensive curriculum prepares graduates to provide clients with professional advice to build wealth and ensure financial security through setting goals, managing finances, minimizing tax, managing life's risks, and building investment portfolios, as well as customer relations and providing product to clients. The curriculum prepares students to pursue the Certified Financial Planner (CFP), with the CFP designation awarded by the FPCanada www.fpcanada.ca.  Graduates complete the Registered Retirement Consultant curriculum and may challenge the RRC designation assessment.

 

Students are prepared to write the Canadian Securities Course (CSC) and Life Licensing Qualification Program exams. Upon successful completion of the program and external examinations, graduates are well equipped with skills and credentials to enter a wide variety of careers in banking, investment, insurance, credit and financial planning. Industry requirements subject to change.

 

 录取要求 

02


A Two- or Three-Year College Diploma, or a Degree
(Note: minimum 'C+' average or cumulative 2.5 GPA)
OR
Acceptable combination of related work experience and post-secondary education as judged by the College*
OR
Five years of work experience in the Financial Services Industry as judged by the College to be equivalent*

Note:

*Applicants may be required to submit a resume and cover letter that includes details of work experience.

 

Applicants whose first language is not English will be required to demonstrate proficiency in English by one of the following methods:

 

Test of English as a Foreign Language (TOEFL) test with a minimum score of 88 for the Internet-based test (iBT), with test results within the last two years.

 

International English Language Testing System (IELTS) Academic test with an overall score of 6.5 with no score less than 6.0 in any of the four bands, with test results within the last two years.  SDS Program Requirements.  

 

 课程列表 

03


· Canadian Securities

· Professional Financial Planning

· Insurance Planning

· Financial Business Development

· Professional Retirement Planning

· Consumer Credit

· Law, Ethics & Conduct

· Trust & Estate Planning

· Comprehensive Financial Planning

· Taxation & Tax Planning

· Strategic Client Engagement

· Innovation Applications

 

 

 培养技能 

04


Analyse client information to formulate financial planning strategies.

 

Create a comprehensive financial plan.

 

Analyse customer credit capacity and select loan instruments to meet customer needs.

 

Evaluate Canadian statute law as it applies to the formulation of financial planning strategy.

 

Analyse compliance cases to reconcile planner advice and conduct, against accepted industryconduct and practice standardsthat reflect the industry code of ethics.

 

Plan tax minimization strategies for clients.

 

Evaluate client risk tolerance, net worth and wealth creation potential to select appropriate investments most likely to achieve client goals and objectives.

 

Analyse client or business risk manageemnt needs and recommend appropriate insurance product strategies.

 

Evaluate client estate and personal care needs in order to recommend strategies to ensure efficient estate distribution and continuity of personal care.

 

Develop a financial services business plan to build long term relationships, maintain efficient client communication and ensure accurate client records management.

 

Evaluate the Canadian financial services industry, capital markets efficiency, regulatory issues and global integration.

 

Evaluate financial products and recommend asset allocation strategies in a constantly changing economic and political environment.

 

 就业前景 

05


Graduates of Professional Financial Services are prepared to enter the financial services sector in a variety of fields, including customer service, banking, wealth management, life insurance, investments and credit financial planning. Graduates are suited to a variety of junior-level to intermediate-level positions, including sales representative, customer service supervisor, call centre supervisor, loan officer, mortgage specialist, bank supervisor, insurance advisor, investment advisor, tax advisor, credit counsellor, financial planner, wealth manager, retirement planners, estate planner and securities dealer.

 


范莎学院位于加拿大安大略省第四大城市伦敦市,距多伦多以及举世闻名的尼亚加拉大瀑布均为2个小时车程,周边有三个地方与美国接壤。伦敦有50万人口,华人不到一万人,90%的居民都是以英语为母语,语言环境非常适合国际学生。

 

范莎学院拥有六大校区,主校区占地面积44万平方米,提供本科荣誉学位,研究生文凭,专科及证书课程。下属11个学院提供超过260个专业,85个专业就业率100%,2018年平均就业率90.3%,安省学院就业率第一名。范莎学院是安大略省第一家提供带薪实习的学院,覆盖66个专业,8000+合作企业每年为学生提供2300个职位。作为加拿大第六大学院,范莎有43,000在校生,其中21,000全日制学生,国际学生占比10%,中国学生500人。

 

范莎学院与西安大略大学,麦克马斯特,滑铁卢,布鲁克等90多所大学签有超过600多专业的转学分协议,为学生提供灵活的学术晋升通道。

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