Variant of the Classification of Instructional Programs (CIP) Canada 2021 Version 1.0 for Primary groupings

• 05 - Business, management and public administration
• 52. - Business, management, marketing and related support services
• 52.08 - Finance and financial management services

52.0804 - Financial planning and services

This instructional program class comprises any program that prepares individuals to plan and manage the financial interests and growth of individuals and institutions. These programs include courses in portfolio management, investment management, estate planning, insurance, tax planning, strategic investing and planning, financial consulting services, and client relations.

• Illustrative example(s)

  • certified financial planner
  • financial advisor
  • financial planner
  • financial planning
  • financial services
  • financial services management
  • investment advisor
  • personal financial planning

  All examples

• Exclusion(s)

  • credit management(52.0809)
  • finance(52.0801)
  • financial investments(52.0807)
  • life insurance(52.1701)
  • urban planning(04.0301)