Post Degree Diploma in Financial Planning

New Westminster

 

INTAKE: Jan, May & Sept

Program Overview

Douglas College in Canada offers a highly reputable Post Degree Diploma in Financial Planning program. This comprehensive program is specifically designed for individuals who hold a bachelor's degree in a field other than financial planning and wish to pursue a career in the financial services industry. 

Overview:

The Post Degree Diploma in Financial Planning at Douglas College is a full-time program that spans two years. The program aims to equip students with the essential knowledge and skills required to provide comprehensive financial planning services to individuals and families. It covers a wide range of topics, including investment planning, retirement planning, tax planning, risk management, and estate planning.

Curriculum:

  1. Financial Planning Fundamentals: This course provides an introduction to the principles and processes involved in financial planning. Students learn about financial goal setting, client communication, and ethical considerations in financial planning.

  2. Investment Planning: This course focuses on investment strategies, portfolio management, and analysis of different investment vehicles. Students gain knowledge about risk assessment, asset allocation, and the selection of appropriate investment products.

  3. Retirement Planning: Students learn about retirement savings vehicles, government benefits, and strategies for retirement income planning. They explore factors such as life expectancy, inflation, and taxation in retirement planning.

  4. Tax Planning: This course covers the basics of personal income tax planning, including the Canadian tax system, deductions, credits, and strategies for minimizing tax liabilities. Students gain skills in tax-efficient investment strategies.

  5. Risk Management and Insurance: Students learn about various types of insurance products, including life insurance, disability insurance, and critical illness insurance. They study risk management strategies and the role of insurance in financial planning.

  6. Estate Planning: This course explores the importance of estate planning, including wills, trusts, powers of attorney, and estate administration. Students learn about strategies for transferring wealth and minimizing estate taxes.

Pollster Education

Location

New Westminster

Pollster Education

Score

IELTS 6.5

Pollster Education

Tuition Fee

CAD 19101

Application Fees : CAD $ 100

Postgraduate Programs:

  • Minimum Academic Requirement: International students applying for postgraduate programs at Douglas College must have completed a bachelor's degree or equivalent from a recognized institution with a minimum overall average of 60% or higher.
  • English Language Proficiency: Similarly, applicants are required to meet the English language proficiency requirement. The preferred English language test is the IELTS, with a minimum overall band score of 6.5, including a minimum score of 6.0 in each section (Reading, Writing, Listening, and Speaking).

It is important for international students to note that meeting the minimum entry requirements does not guarantee admission, as admission decisions are based on a holistic review of the application, including academic achievements, English language proficiency, and other supporting documents.

 

While the college offers a range of services and resources to help international students succeed, it does not currently provide specific scholarships exclusively for international students. However, this does not mean that international students are ineligible for financial assistance or support. 

  1. Financial Aid and Assistance: Douglas College recognizes the financial challenges that international students may face and provides various financial aid and assistance programs to help ease the burden. These programs include:

    • Bursaries: The college offers bursaries to students with demonstrated financial need. International students can apply for these bursaries to help cover their tuition fees and other educational expenses.

    • Work-Study Programs: Douglas College provides work-study programs that allow international students to work part-time on campus while studying. These employment opportunities provide students with valuable work experience and an opportunity to earn income to support their studies and living expenses.

    • Student Loans: International students may be eligible to apply for student loans through their home country's government or financial institutions. Douglas College can provide guidance and support in understanding the loan application process.

    • Emergency Funding: In cases of unforeseen financial hardship, the college has emergency funding programs to assist eligible international students.

  2. Financial Planning and Budgeting: Douglas College offers resources and support to help international students with financial planning and budgeting. Students can access workshops, seminars, and one-on-one financial advising sessions to develop financial literacy skills and create personalized budgets.

While Douglas College does not provide scholarships exclusively for international students, it remains committed to supporting their academic journey and ensuring they have access to financial resources and assistance. International students are encouraged to explore external scholarship opportunities, government-funded programs in their home countries, and other financial aid options to help support their studies at Douglas College. The college's dedicated staff and services are available to assist international students in navigating the financial aspects of their education.

 

Completing the Post Degree Diploma in Financial Planning at Douglas College opens up numerous career opportunities in the financial services industry. Graduates can pursue a range of roles, including:

  1. Financial Planner: Graduates can work as financial planners, assisting clients in achieving their financial goals by providing comprehensive financial planning advice. They analyze clients' financial situations, develop customized financial plans, and make recommendations on investment strategies, retirement planning, tax planning, and estate planning.

  2. Investment Advisor: Graduates can work as investment advisors, helping clients with investment decisions and managing their investment portfolios. They provide guidance on investment products, asset allocation, and risk management.

  3. Retirement Specialist: Graduates can specialize in retirement planning, assisting individuals in planning for a secure retirement. They provide advice on retirement savings, income strategies, and optimizing government benefits.

  4. Insurance Advisor: Graduates can work as insurance advisors, offering expertise on various insurance products and helping clients select appropriate coverage based on their needs and goals.

  5. Wealth Management Consultant: Graduates can pursue roles in wealth management, working with high-net-worth individuals or families to provide comprehensive financial planning and investment management services.


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