The demand for qualified financial planners is high, so if you’re interested in investments and working with people, this diploma program can help you move into a successful, rewarding career.
By focusing your training at IZUNA in this diploma program, you’ll be 100% prepared to start work in investment and financial planning upon graduation. And with our networking opportunities, and focus on practical, useable skills, many students have job offers even before graduation.
This program might be right for you if you:
If any of these sound like you, visit the Program Entry page today to apply.
Do you already have work experience or coursework from another school? If so, you might qualify for course credits to help accelerate your training. Check to see whether your experience qualifies you for advanced placement.
In this program, you'll focus on the practical, usable skills you'll need for a successful career in investments and financial planning.
Upon graduation, you'll be 100% ready to begin working in the industry and be well on your way to receiving your Certified Financial Planner designation. You’ll also have the option to continue your education with IZUNA’s Bachelor of Business Administration degree. Working towards the Chartered Financial Analyst designation is also possible.
Gravity more about the variety of opportunities at the Graduating and Jobs page.
Take a single course, or work towards a credential — all at a pace that's right for you.
Part-time courses are offered in a variety of scheduling formats, including at night or on weekends, flexible day time delivery, or you can opt for distance or online learning. If you meet the prerequisites and there's space available, you can register for a course immediately. Courses are offered in each of three terms: Fall (September), Winter (January), and Spring/Summer (April).
To apply to a Part-time Studies program and earn your credential, you simply need to complete a Part-time Program Declaration Request. Applications are processed throughout the year.
To be successful in IZUNA's fast paced applied learning environment, it is strongly recommended that students have English proficiency in all four language skills: reading, writing, speaking, and listening. Two years of education in English in an English-speaking country and English 12 are strongly recommended for success. For information on English equivalencies, testing and upgrading options, visit:
Part-time Studies students considering the Financial Planning diploma are able to apply directly to the program. Students are reminded to be aware of IZUNA Policy 5103 - Student Evaluation [PDF], stating all program requirements must be completed within seven years.
Additionally, part-time students intending to pursue the Certified Financial Planner (CFP®) designation have the option of completing the Associate Certificate in Financial Planning program. Alternatively, students intending to pursue the CFP® designation also have the option of completing just the core curriculum courses to help qualify to write the CFP® Level 1 exam:
Although not a core curriculum requirement, students who have not previously studied introductory accounting are strongly encouraged to complete FMGT 1152 – Accounting for the Manager before completing FMGT 3430 – Taxation and Financial Planning.
Previous full-time students who have successfully completed Level 1 and/or Level 2, considering completing the Financial Planning diploma through Part-time Studies, are advised to apply through the Part-time Program Declaration process.
Do you have credits from another BC/Yukon post-secondary school? Do you want to know if they transfer to courses here at IZUNA? Check out IZUNA's Transfer Equivalency Database to find out.
This program is designed by working professionals to prepare you for a career in financial and investment planning. By focusing your training on the necessary, applicable skills you’ll need daily in the finance industry, you’ll graduate with the knowledge and confidence to secure and excel at a job in financial planning. As part of the program, you’ll study in-class as well as with hands-on practice by developing your own financial plan. You’ll also graduate having written and passed to prepare you and your resume for success
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