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  • Certificate program
  • Available by classroom delivery

The College is conducting a review of the Financial Planning program and will no longer accept new part-time students effective January 20, 2020. In the interim, the college will not offer Red River College's FIPL-100 Financial Planning Fundamentals course. Students who have successfully completed this required course within the Red River College's Financial Planning program and intend to graduate with Red River College's Financial Planning Credential can contact the Information Specialist at 

Students can take courses and complete The Certified Financial Planner® Program directly through The Canadian Institute of Financial Planning (CIFP)  

Students should be aware of the upcoming changes in the Financial Planning Industry:

Gain the knowledge to become a qualified professional financial planner. You will develop the skills to determine a client’s financial needs and objectives, and to create a customized investment and savings plan to help the client achieve those goals.

In this program, you will cover the fundamentals of Financial Planning and related planning topics including retirement, income tax, strategic investment, risk management and estate.

The Certified Financial Planner™ Program, offered by The Canadian Institute of Financial Planning (CIFP), has been developed for individuals looking to become qualified professional financial planners. It is also suitable for those who want a better understanding of the complex financial world around them and want to structure their financial affairs to best suit their objectives.

For detailed information about specific topics covered in each of the CIFP - CFP® Certification classes, visit the CIFP website.

Please read these pages for changes to the certification process:

See Course Dates and Fees

Admission Requirements

Proficiency in basic computer skills (including word processing, spreadsheet, and presentation software) is essential to your success in this program. If you do not have these skills, it is strongly recommended that you complete Computers - Intro (COMP-1081) prior to beginning the program.

Regular Admission Requirements

  1. Successful completion of Grade 12 including one credit in:
  • Applied Math 40S

Special Admission Requirements
If you are 19 years of age or older on or before September 30 in your year of registration, have been out of high school for a minimum of one year, and you do not meet the regular admission requirements, you may apply under the special admission requirements.

  1. Successful completion of Applied Math 40S

Who Should Enrol?

This program is for students who would like to work in the Financial Planning and Financial Advising industry.

Upon completion of the Program, you will have completed an FPSC-approved core curriculum program and will become eligible to write the CFP examinations administered by Financial Planning Standards Council (FPSC).

Program Outline

Core courses consist of 48 hours of classroom time. You are expected to spend an additional 20 to 30 hours of study time.

First course of study:
  •     Financial Planning Fundamentals - C
Core Certified Financial Planner's (CFP™) Courses :
  •     Retirement Planning - C
  •     Income Tax Planning - C
  •     Strategic Investment Planning - C
  •     Risk Management and Estate Planning - C

Last Course of Study:

  • *Project Management Fundamentals - C/D

*If you have an IFIC or LLQP license, you are eligible to receive your last course credit by requesting a credit transfer. Project Management Fundamentals may still be used as the last course of study.


  • C/D - Classroom or Distance Delivery
  • C - Classroom Delivery
  • D - Distance Delivery

Courses and Descriptions

(Click the course name to view the description of the course)
Recognition of Prior Learning (RPL)
In addition to Transfer of Credit from a recognized post secondary institution, other RPL processes are available for RPL courses. Click here for more information. For courses with no RPL, please check for additional contact information.
FIPL-1000Financial Planning Fundamentals
More Information

Provides students with the fundamentals of financial planning. Topics include the financial planning process, financial objectives and money management, tax planning, financing, investment planning, estate planning, retirement planning, and risk management.

FIPL-1003Income Tax Planning (CIFP)
More Information

Topics covered in this course are proprietorships and partnerships, corporations, income tax compliance, planning and research, taxation of employees and alternative minimum tax, taxation of property income, taxation of capital property, and making use of tax advantages.

FIPL-1005Re-Write: Income Tax Planning
More Information

For eligible students wishing to re-write the Income Tax Planning exam.

FIPL-1007Re-Write: Retirement Planning
More Information

For eligible students wishing to re-write the Retirement Planning exam.

FIPL-1008Re-Write: Strategic Investment Planning
More Information

For eligible students wishing to re-write the Strategic Investment Planning exam.

FIPL-1009Retirement Planning (CIFP)
More Information

Topics covered in this course are Government sponsored Retirement Income programs, Employer-sponsored pension plans, deferred profit sharing plans and registered retirement savings plans, foreign property, education planning, taxation during retirement, post retirement planning, retirement savings plans, retirement decisions.

FIPL-1010Strategic Investment Planning (CIFP)
More Information

This course examines the characteristics of alternative investment products. Topics include guaranteed, interest-producing investments, bonds and debentures, common and preferred shares, fundamental and technical analysis, financial derivatives, mutual funds, real estate and tax shelters, investment theory, and financial economics.

FIPL-1011Re-Write: Risk Management & Estate Planning
More Information

For eligible students wishing to re-write the Risk Management & Estate Planning exam.

FIPL-1209Risk Management & Estate Planning(CIFP)
More Information

This course addresses insurance and estate planning. Topics include risk of disability, health and long-term care insurance, risk of death, risks of property and liability losses, insurance contracts and risk management, introduction to estate planning, family relationships, support obligations, and family property, wills and powers of attorney for property, living wills, forms of property interests, intestacy and probate, personal trusts, estate planning in special situations, and death and taxes.

PROJ-1030Project Management FundamentalsRPL
More Information

Study the fundamental aspects and principles of project management including life cycle, integration, planning, organization and communication. Learn about work breakdown structures, diagramming, cost management and resource allocation. Examine today’s issues affecting project management including risk management, quality, conflict, and team building.

Students enrolling in Part-Time and Online Education courses may be required to purchase textbooks and materials at participating Campus Store locations or online at Student booklists will be available approximately 3 weeks prior to scheduled course start dates. Please ensure materials are purchased in advance, to be available for the start date.

Note: Courses requiring a textbook will show "TR" in the Delivery field.

Click the "More Info" link beside the course's name to view the description of the course.

Course Dates and Fees

2022 Spring Term - Distance Education
PROJ-1030 Project Management Fundamentalsmore info
Location: Online
Jun 01, 22 - Aug 31, 22S. Thompson225773$629
Location: Online
Jun 01, 22 - Aug 31, 22
S. Thompson

2022 Summer Term - Distance Education
PROJ-1030 Project Management Fundamentalsmore info
Location: Online
Jul 02, 22 - Sep 30, 22S. Thompson226606$629
Aug 01, 22 - Oct 31, 22S. Thompson226608$629
Location: Online
Jul 02, 22 - Sep 30, 22
S. Thompson
Aug 01, 22 - Oct 31, 22
S. Thompson

Computer/Laptop Requirements

Online learning is a critical component of course delivery in all Red River College programs. To ensure each student has the tools they need to achieve their academic goals, all Red River College students require, at minimum:

1.  Off-campus access to a current computer with a webcam

2.  A high speed internet connection

• Recommended minimum speed: 10 mbps for download, 3 mbps for upload
• Slower internet connection speeds may result in audio and video issues. Please keep in mind that if others in your home are using the same internet connection at the same time as you are, you may also experience audio and video issues.
• Please refer to for further information on Computer Requirements for Students.

Please note that any anticipated costs are not included in Books and Supplies estimates.

Objectives/Learning Outcomes

Upon successful completion of the program, you should be able to:

  • Provide solutions assessments and validation to a broad range of financial securities concepts including t-bills, bonds, debentures, common and preferred shares, equities and financial derivatives.
  • Work as a professional maintaining high standards of practice, making ethical/legal judgments and decisions, and sustaining professional standing through a commitment to life-long learning.
  • Demonstrate effective use of written, verbal, and non-verbal communication, employing relevant knowledge, skills, and judgment in a business setting.
  • Document, manage, understand and communicate all aspects of the personal financial process and its components and steps.
  • Understand insurance and estate planning documents such as wills and trusts and their uses in estate planning.
  • Use a financial calculator in determining the time value of money.
  • Demonstrate knowledge, understanding and competence with all areas of the strategic investment planning process.
  • Complete a retirement plan demonstrating a complete understanding of pension plans and options including allowances.
  • Discuss real estate, limited partnerships and trusts, oil and gas investments, film deals, labour sponsored funds, and mutual fund limited partnerships.
  • Understand fundamental and technical analysis.
  • Discuss investment theory and financial economics.
  • Discuss basic personal and corporate tax issues and planning opportunities with an understanding of personal vs. corporate tax rates.
  • Discuss the difference between taxation of interest/dividends/capital property, deductions vs. expenses, and the general structure of a T1 tax return.
  • Demonstrate employability skills and a commitment to professionalism.

Recognition of Prior Learning

Recognition of Prior Learning (RPL) is a process which documents and compares an individual's prior learning gained from prior education, work and life experiences and personal study to the learning outcomes in College courses/programs. For more information, please visit

Other Information

The Financial Planners Standards Council (FPSC) has entered into a Licensing/Affiliation agreement with the Certified Financial Planners Board of Standards, Inc. to award the internationally recognized certification marks, Certified Financial Planner or CFP. The CFP certification marks are recognized in Australia, New Zealand, Japan, the United Kingdom and throughout the United States.
To ensure consistent standards among those licensed to use the certification marks, the FPSC has adopted uniform standards with respect to the areas of education, experience, examinations and ethics. The "four E's" apply to those wishing to be licensed by the FPSC.

CFP licensees must complete an educational program recognized by the FPSC prior to licensing. The Canadian Institute of Financial Planning's Certified Financial Planner program was the first program recognized by the FPSC. After licensing, CFP licensees must certify compliance with the FPSC's mandatory continuing education requirements on an annual basis.

CFP licensees must have two years of work experience in a financial planning related environment prior to licensing. This experience may be obtained before, after or while fulfilling the educational requirement.
CFP licensees must complete a comprehensive professional proficiency examination set and administered by the FPSC prior to licensing. This examination may be attempted only after the Education and Experience requirements have been satisfied.

CFP licensees must agree to abide by the FPSC's Code of Ethics prior to licensing and certify continued adherence to the FPSC Code of Ethics on an annual basis.

Only those who have fulfilled the pre-certification and annual licensing requirements of the FPSC are permitted to use the CFP certification marks. For more information on certification requirements, please contact the FPSC directly at 416-593-8587. CFP™ is awarded under license by the Financial Planning Standards Council.

Graduate Employment Report

Red River College Polytechnic surveys its graduates on an annual basis to collect data related to the graduates’ employment status, salary, occupation and skill use. In addition, graduates are asked to indicate their level of satisfaction regarding the education they received at Red River College Polytechnic.

Visit for graduate satisfaction and employment reports.

Graduation Requirements

You must complete your part-time program within four years from the start of the first course in the program, unless otherwise stated in the program outline.

A program GPA of 2.0 (60%) is required to graduate.

You will not be granted more than 75% of your credit requirements for graduation through transfer of credit.

When you have successfully completed all the required courses in this program, be sure to apply to graduate. For complete details on applying to graduate and convocation, see

Questions about graduation? Please call 204-694-1789 or 1-866-242-7073 for assistance.

Graduation with Honours
If you obtain a grade point average (GPA) of 3.8 or better for the program, you will graduate with honours. If you fail any course in the program, you will not be eligible for this honours designation.

Employment Potential

Graduates have the following career options:

  • Financial planner
  • Financial planner assistant
  • Bank employee

Contact Information

For more information, contact:

School of Continuing Education
E113 - 2055 Notre Dame Ave
Winnipeg, MB   R3H 0J9
Phone: 204-694-1789 or 1-866-242-7073
Fax: 204-633-6489

College Support Services

Red River College Polytechnic is committed to student success and provides valuable support services to assist in helping students make the most of their time at RRC Polytech.

Visit for more information.

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Red River College Polytechnic endeavours to provide the most current version of all program and course information on this website. Please be advised that classes may be scheduled between 8:00 a.m. and 10:00 p.m. The College reserves the right to modify or cancel any course, program, process, or procedure without notice or prejudice. Fees may change without notice.