Financial Planning & Wealth Management

Program Information

Be aware of upcoming important dates

The Financial Planning & Wealth Management Graduate Certificate program prepares university and college graduates for an exciting and rewarding career in the financial services sector. Students will gain specialized career expertise, technical knowledge and selling skills required to work in banks, credit unions, mutual fund companies, investment dealers, stock brokerages, independent financial planning firms and insurance companies. The final term of study includes a co-op in the financial services industry so that students can gain experience through practical work or through an Applied Project.

Spring 2023 Delivery Format

For full details about the Spring delivery format of this program, please visit the Academic Delivery Approach page. 

This Lambton College program is licensed to and delivered by Cestar College (PDF), a licensed private career college in Toronto, Ontario. Students that are registered at Lambton in Toronto are students of a public college and as such, will receive full credit from Lambton College for all Lambton College courses completed at the Cestar College campus in Toronto. Students who meet program graduation requirements will graduate with a credential from Lambton College. Students may be scheduled to have classes on Saturdays.

See Course List

 

Admission Requirements

A university degree.

 

The admissions process is competitive and meeting the minimum academic requirements does not guarantee admission.

Lambton College reserves the right to alter information including admission requirements and to cancel at any time a program or course; to change the location and/or term in which a program or course is offered; to change the program curriculum as necessary to meet current competencies or changes in the job market; to change the pathways third-party certification bodies; or to withdraw an offer of admission both prior to and after its acceptance by an applicant or student because of insufficient applications or registrations or over-acceptance of offers of admission. In the event Lambton College exercises such a right, Lambton College’s sole liability will be the return of monies paid by the applicant or student to Lambton College.

English Language Requirements

Applicants must demonstrate language proficiency by submitting one of the following scores:

  • IELTS of 6.5
    - or -
    IELTS of 6.0 + Completion of EAP-3106 (English for Academic Purposes) during first term of study.
  • TOEFL iBT 79
    -or-
    TOEFL 70 + Completion of EAP-3106 (English for Academic Purposes) during first term of study.
  • Passed Lambton Institute of English placement test 

Please Note: IELTS is the only proficiency score accepted by the Study Direct Stream (SDS) program. Additional country-specific requirements may also be applicable.

Meeting the minimum English requirements does not guarantee admission. Students with higher English proficiency scores will receive priority in the admission assessment process.

Not all students will qualify for EAP-3106 in place of the required IELTS or TOEFL test scores.


Technology Requirements

In order to keep pace with the requirements of each and every course in your program, it is mandatory to own a reliable laptop to complete tests and assignments.

Costs

Be aware of upcoming important dates

Tuition Fees

Breakdown of fees for Toronto
Term Amount
Term 1 $9,200.00
Term 2 $7,900.00
Term 3 $8,700.00
Term 4 $0.00
Total $25,800.00

Tuition fees are estimates and are subject to change each academic year. Fees do not include books (unless specifically noted), supplies or living costs.   

Lambton College reserves the right to alter information including admission requirements and to cancel at any time a program or course; to change the location and/or term in which a program or course is offered; to change the program curriculum as necessary to meet current competencies or changes in the job market; to change the pathways third-party certification bodies; or to withdraw an offer of admission both prior to and after its acceptance by an applicant or student because of insufficient applications or registrations or over-acceptance of offers of admission. In the event Lambton College exercises such a right, Lambton College’s sole liability will be the return of monies paid by the applicant or student to Lambton College.

Additional Fees

Textbooks

The anticipated cost for textbooks in this program is approximately $600 - $1,000 per term. This amount accounts for both mandatory textbook costs (included in tuition fees) as well as textbook fees not included in your tuition fee amount.

Additional Items

  • Financial Calculator - $45

WIL Project Fees

Students that are not successful at securing a co-op or fail to meet the co-op requirements will be required to register in CPL-5559 WIL Project. There is an additional fee for the WIL Project. The WIL Project Fee will be $2,480 for each student, provided they have already paid their subsequent co-op fees of $900 in full in the proceeding three terms.

Medical Insurance

  • Medical Insurance Fee - $700 per year provided by guard.me
  • Medical Insurance is mandatory for all full-time, part-time, and co-op students of Lambton College. Medical insurance is provided by guard.me - a third-party insurance provider. Full-time, part-time and co-op students of Lambton College are not permitted to opt-out of the medical insurance fee as it is non-cancellable and non-transferable. Guard.me insurance costs are charged on an annual basis.
  • The health care insurance is for emergency health care coverage during one's study period and involves only a basic package. Not all medical conditions are covered and prospective students are strongly urged to review the coverage details prior to arriving in Canada. This will allow time to purchase additional coverage before departure, if needed.

Learn more about guard.me emergent and non-emergent health insurance coverage.