Financial Planning

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.

If your first language is not English, you must show you have an acceptable level of English by completing a language proficiency test.

If you have completed at least one full year at an accredited university in a country where English is the official language of the institution, you may be exempt from this requirement.

1. Meet minimum admission requirements
2. Meet program-specific requirements
3. Know the application deadlines
4. Submit your application
5. Submit all required documentation
6. Check on Transfer Credit for Advanced Placement