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.
Program at a Glance
Key Information
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.

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
Upcoming Intakes & Delivery Options
Choose the intake and learning format that works for you
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.
