Financial Planning Curriculum
A comprehensive 12-month learning journey designed to build expertise in long-term budgeting, investment analysis, and strategic financial planning through hands-on projects and real-world applications.
Learning Pathway Structure
Our curriculum follows a carefully designed progression that builds foundational knowledge before advancing to complex financial strategies. Each track represents approximately four months of focused study with integrated practical applications.
Financial Fundamentals & Analysis
Beginning with core concepts, students explore budgeting methodologies, cash flow analysis, and basic investment principles. This track establishes the analytical framework needed for advanced financial planning.
- Personal and business budgeting techniques
- Financial statement interpretation
- Risk assessment fundamentals
- Time value of money calculations
- Introduction to investment vehicles
Strategic Planning & Portfolio Development
Students dive deeper into portfolio theory, asset allocation strategies, and long-term financial planning. Real-world case studies provide context for applying theoretical knowledge to practical scenarios.
- Modern portfolio theory applications
- Asset allocation optimization
- Retirement planning strategies
- Tax-efficient investment approaches
- Estate planning basics
Advanced Strategies & Implementation
The final track focuses on sophisticated planning techniques, alternative investments, and comprehensive financial plan development. Students complete a capstone project demonstrating mastery of integrated planning concepts.
- Alternative investment analysis
- Advanced tax planning strategies
- Business succession planning
- Comprehensive plan creation
- Client communication techniques
Assessment & Evaluation Methods
Understanding comes through application. Our assessment approach combines theoretical knowledge testing with practical project work, ensuring students can both explain concepts and implement solutions in real-world contexts.
Project-Based Assessments
Students create comprehensive financial plans for hypothetical clients, demonstrating their ability to integrate multiple planning concepts into cohesive strategies.
Case Study Analysis
Regular evaluation through real-world scenarios that require analytical thinking and practical application of financial planning principles.
Peer Review Sessions
Collaborative learning through structured peer feedback on planning approaches, fostering critical thinking and diverse perspectives on financial strategies.
Expert Instruction Team
Our instructors bring decades of combined experience from financial planning practices, investment firms, and academic institutions. They've structured this program to reflect current industry practices while maintaining focus on fundamental principles.
Marcus Chen
Lead Financial Planning Instructor
Former portfolio manager with 15 years at Canadian investment firms, Marcus specializes in long-term wealth building strategies and has helped design financial education curricula for professional certification programs.
David Richardson
Investment Analysis Specialist
With a background in both academic research and practical financial planning, David brings analytical rigor to investment education. His PhD in Finance complements 12 years of client advisory experience.
Program Schedule & Timeline
The next cohort begins in September 2025, providing ample time for prospective students to prepare and arrange their schedules for this comprehensive learning experience.