Graduate Certificate - Professional Financial Services (FSP1) & Graduate Certificate - Customer Relationship Marketing and Sales Management (CRM2)

Professional Financial Services is designed to leverage a university or college credential in any discipline by providing a fast track to a career as a professional financial planner. An intensive curriculum prepares graduates to provide clients with professional advice to build wealth and ensure financial security through setting goals, managing finances, minimizing tax, managing life's risks, and building investment portfolios, as well as customer relations and providing products to clients.

The program will also provide the opportunity to complete educational components of industry designations including: • Qualified Associate Financial Planner (QAFP™) • Certified Financial Planner (CFP®) • Personal Financial Planner (PFP®) • Registered Retirement Consultant (RRC)

Students will also complete the Canadian Securities Course (CSC) and Life License Qualification Program (LLQP) courses related to industry licensing.

The Customer Relationship Marketing and Sales Management program will level up student’s sales and marketing skills with the knowledge and ability to understand CRM as a business strategy:

• Learn CRM and CX best practices, strategies, tactics, tools and techniques • Understand the strategic thinking behind CRM to facilitate informed decision-making • Explore various CRM technologies including, Salesforce, Tableau, MailChimp, Hubspot, LinkedIn Sales Navigator, Trailhead, etc. • Study with the first college in Canada to provide Salesforce Social Studio licences for all students • Apply industry-standard business and marketing analytics and use CRM platforms to enhance the marketing and sales process • Gain experiential learning experience through a capstone project that provides the opportunity to solve real marketing problem for a business in the community • Discover tactics for effective account development in sales and sales management