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Diploma in Financial Planning

Diploma in financial planning program is a program intended to furnish students with information and aptitude needed to turn into a financial planner. The program generally encompasses many subjects, such as investment planning, retirement planning, risk management, tax planning, estate planning, and ethics. The program tends to be delivered by universities or colleges, or, at professional organizations, and is completed either online or in person. It generally takes one to two years to complete the program.

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Taxation Expertise
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Career Development
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Retirement Planning
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Financial Principles
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Legal Considerations
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Tax Fundamentals
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Personal Finance
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Ethical Standards

Program at a Glance

Duration

49 Weeks

Total Hours

960

Location

Moncton, NB

Credential

Diploma

Academic Area

Finance

Delivery options may vary by program intake and availability. Please contact Admissions to confirm the delivery method available for your preferred start date.

Course Objectives

Understand Role of Information Systems.

Develop Customized Investment Plans.

Identify Career Goals and Strategies.

Create Business Financial Plans.

Explore Retirement Planning Strategies.

Manage Personal Finances Effectively.

Plan for Retirement Successfully.

Strategize for Tax Minimization.

Analyze Business and Family Law.

Implement Career Development Techniques.

Admission Requirements

Applicants must meet the following minimum admission requirements:

  • Completion of Grade 12 or equivalent.
  • Government-issued photo identification.
  • Foundations of Mathematics 110 or equivalent.
  • Academic records issued in a language other than English must be translated by a certified translator and bear the translator’s stamp or seal and signature. Original-language documents submitted by the translator alone do not meet official documentation requirements.
  • Additional requirements may apply.*

English Language Proficiency: Additional English language proficiency requirements may apply.

View English Language Proficiency Requirements in FAQs

Student Journey throughout the course

The Diploma in Financial Planning program at NorthBridge College - Healthcare, Business & Technology (Formerly - New Brunswick college of Healthcare, Business & Technology) will take you on a revolutionary journey. First begin with learning the principles of efficient corporate communication and the role of information systems in contemporary organisations. You will continue to learn important financial planning ideas and techniques like budgeting, investing and retirement planning. Discover personal money management and legal aspects in planning financial enterprises and families. Learn to improve your understanding of income tax basics as well as other tax planning techniques. Investigate financial planning — ethical concerns and professional standards anticipated in the industry. Finish your trip with the knowledge and skills needed to cope with the intricate complex world of financial planning and to make wise decisions that will help secure your financial future.

Student Journey

Get Ready for an In-Demand Career

This "Diploma in Financial Planning" program equips you with the essential skills and knowledge to thrive in the dynamic financial services sector.

Graduates of the “Diploma in Financial Planning” program have a variety of career opportunities in Canada, including:

  • Financial Advisor/Planner
  • Wealth Manager
  • Personal Banking Officer
  • Investment Officer
  • Financial Services Representative
  • Credit Counselor
  • Trust Administrator
  • Budget Analyst
  • Portfolio Manager

Course content

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Areas of Study

Upcoming Intakes & Delivery Options

We offer multiple intakes throughout the year with flexible delivery options to suit your schedule and learning preferences.

October 2026

Starts October 21, 2026
Online
Open
Hybrid
Open
On-Campus
Not Offered

November 2026

Starts November 25, 2026
Online
Open
Hybrid
Open
On-Campus
Not Offered

January 2027

Starts January 27, 2027
Online
Open
Hybrid
Open
On-Campus
Not Offered

March 2027

Starts March 24, 2027
Online
Open
Hybrid
Open
On-Campus
Not Offered

May 2027

Starts May 26, 2027
Online
Open
Hybrid
Open
On-Campus
Not Offered

July 2027

Starts July 21, 2027
Online
Open
Hybrid
Open
On-Campus
Not Offered

Intake dates and delivery options are subject to change based on demand and availability. Please contact Admissions to confirm the latest information and secure your preferred intake and delivery method.

“Diploma in Financial Planning” Course

Interactive sessions

Online/offline learning

Realtime industry oriented teaching

Completion certificate from NBBT

24*7 Course material access

One-on-one interaction with mentor

Get more information

View the course package for a detailed curriculum, financing, options, and more.

FAQs