Financial Planning

Financial Planning

Liberal Arts & Professional Studies

Certificates allow you to complete a specific group of university courses (for credit) as either part of your degree studies or separately. Additional details on certificates are available here.

Learn about specific areas such as risk management, investment, and taxation, and develop the ability to integrate and analyze all aspects of a client's financial needs. This certificate is approved by the FPSC for writing the CFP examination.

You may also be interested in the Investment Management Certificate.

Who can take it?


Applicants must have successfully completed MHF4U (or equivalent) and obtained a minimum grade of C in each of ECON 1000 and 1010.

This certificate is open to the following applicants:

  1. current York students, or
  2. new applicants to York who already hold a university degree

How to apply


Certificate information, application instructions and links to application forms can be found on the School of Administrative Studies website.

  1. If you are a current York student, contact the School of Administrative Studies to find out about admissibility requirements and the application process.
  2. If you are a new applicant to York and already have a university degree, you must ensure first that you meet the minimum requirements for admission to the University by applying through the Office of Admissions. You would then also make a separate inquiry to the School of Administrative Studies, as noted in item 1 above.

Program Details


Offered by

Liberal Arts & Professional Studies


Ways to study

Full-Time, Part-Time


Certificate Type

Professional


Certificate Entry

Concurrent, Consecutive, Direct


Study Sessions

Fall, Winter, Summer


Scholarships

Apply for scholarships and awards by February 15 and submit your application in PDF format. View the Financial Aid tab on this page for awards specific to your student status.

Learn More

Speak with our Students

Our Student Ambassadors are ready to answer your questions, show you around campus and share their experiences at York.

Book a Tour with a Student

International Opportunities

There are many types of global learning available to you. York International is here to help you gain valuable international experience and enrich your education.

Learn More

We love hearing from you

Contact us

Ways to connect with Student Support & Advising

  • In-person
  • Phone
  • Email

Visit the Contact SSA page for more details on hours of operation.

Email: study@yorku.ca

 

Mail Us

York University
Student Recruitment & Admissions
Bennett Centre for Student Services
99 Ian Macdonald Blvd
Toronto, ON M3J 1P3
CANADA

Book a Tour

Make arrangements for a tour of our Keele or Glendon campus.

Request More Information ');