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View our Virtual tourCourses - September 2025
Level 1
Course details
Introduction to Financial Accounting
ACCT71100
Conestoga 101
CON0101
Introduction to Microeconomics
ECON71050
Academic Communications
ENGL71000
Introduction to Financial Planning
FIN71000
Property and Casualty Insurance
INS71000
Business Math
MATH71775
Level 2
Course details
Information Management
COMP72370
Introduction to Macroeconomics with International Applications
ECON71030
Professional Communication
ENGL72000
Canadian Securities Fundamentals I
FIN71020
Marketing
MKT71090
Statistics
STAT72105
Level 3
Course details
Professional Sales and Negotiations
BUS74000
Financial Planning Essentials
FIN72010
Canadian Securities Fundamentals II
FIN72020
Business Analytics and Data Visualization
INFO72010
Research Methods
RSCH73100
Student must pass 1 Course(s), selected in the Student Portal from available course options
Interdisciplinary Elective Details
Level 4
Course details
Finance
FIN72000
Personal Financial (Debt) Management
FIN72040
Life and Health Insurance
INS72000
Business Law
LAW72205
Student must pass 1 Course(s), selected in the Student Portal from available course options
Interdisciplinary Elective Details
Level 5
Course details
Co-op and Career Preparation
CEPR71050
Behavioural Finance
FIN73000
Student must pass 1 Course(s), selected in the Student Portal from available course options
Interdisciplinary Elective Details
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Ethics and the Financial Planner
ETHS72000
Insurance on Property
INS73000
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Introduction to Financial Technology
FIN73020
Insurance against Liability
INS73010
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Financial Planning Technical Knowledge & Analysis
FIN73030
Essentials of Loss Adjusting
INS73020
Level 6
Course details
Client Relationship Management
BUS73060
Retirement and Estate Planning
FIN73010
Interdisciplinary Research Project
RSCH73030
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Taxation for Financial Planners
FIN73050
Automobile Insurance
INS73030
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Applied Financial Planning
FIN73060
Underwriting Essentials
INS73040
Level 7
Course details
Co-op Work Term I (Bachelor of Commerce Financial Services)
COOP73070
Level 8
Course details
Co-op Work Term II (Bachelor of Commerce Financial Services)
COOP74150
Level 9
Course details
Advanced Finance
FIN74000
Student must pass 1 Course(s), selected in the Student Portal from available course options
Interdisciplinary Elective Details
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Entrepreneurship for Financial Planners I
ENTR74010
Bodily Injury
INS74000
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Financial Planning Applications
FIN74010
Essential Broker/Agent Skills
INS74010
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Financial Planning Capstone I
FIN74020
Insurance Capstone I
INS74020
Level 10
Course details
Corporate Social Responsibility
MGMT74100
Student must pass 1 Course(s), selected in the Student Portal from available course options
Interdisciplinary Elective Details
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Entrepreneurship for Financial Planners II
ENTR74020
Introduction to Risk Management
INS74030
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Investment Management Fundamentals
FIN74030
Fraud Awareness & Prevention
INS74040
Student must pass 1 Course(s), selected in the Student Portal from available course options
View Program Option Electives
Financial Planning Capstone II
FIN74050
Insurance Capstone II
INS74050
Please note:
Estimated required text and/or learning resource costs are based on the most recent available data through the Conestoga Campus Store.
Program outcomes
- Integrate advanced concepts from the major disciplines related to, and supporting, the financial services industry including accounting, marketing, economics, and information technology in order to propose financial solutions.
- Integrate a client's needs with set goals and objectives to create comprehensive financial solutions.
- Outline the function, structure, and role of the financial services industry to provide evidence of its value in business and society.
- Evaluate products within the financial services industry based on analysis of the clients’ needs.
- Demonstrate effective interpersonal communication and public speaking skills in order to establish and maintain positive industry relationships.
- Make informed business decisions using knowledge of the legal systems and legislation affecting the financial services industry.
- Create suitable strategies to meet a client’s financial goals, objectives and insurance needs.
- Evaluate the factors affecting the acceptance and underwriting of insurance.
- Create retirement and estate strategies or insurance programs to advise and guide the client through the planning process.
- Use technology to facilitate essential business tasks like client or business presentations, written communication, and data processing and analysis through the use of spreadsheets.
- Apply marketing and sales techniques to enhance client relationships and business development opportunities.
- Integrate the ethical, legal, and professional standards within the financial services industry within professional practice.