Alongside your current work
Start part-time
Make room for study and client development around your existing commitments.
Check employment obligations and potential conflicts first.
Building Finpreneurs
Build your future in financial services.
Learn the profession. Develop a practice of your own, with support along the way.
Your starting point
Financial professional.
Entrepreneur. You.
Building Finpreneurs helps you learn financial services and develop a practice around finding and serving clients.
For career changers, working professionals and aspiring business owners who enjoy helping people.
New to finance? You can explore the opportunity before choosing your path.
A change in direction
Build full-time
Give more of your working week to developing a financial-services practice.
Plan for startup costs, personal commitments and uncertain income.
The support around you
A practice of your own.
People in your corner.
Training & mentorship
Develop financial knowledge and client-conversation skills with guidance from people in the profession.
Tools for your practice
Access established business processes and resources. Available support and products depend on your role, licensing and authorization.
People to learn alongside
Connect with other professionals as you develop your practice, leadership and relationships.
Rooted in Ottawa, with a commitment to financial education and entrepreneurship in Black and diverse communities.
Meet Oluwabukola Adeyanju Women, family protection & generational wealthHow it unfolds
From first conversation
to professional practice.
Explore
Discuss the work, costs and compensation.
Prepare
Complete the education and licensing your work requires.
Serve
Begin client work within your professional authorization.
Develop
Build relationships, referrals and your practice over time.
What to understand before joining
Financial-services activities require applicable education, licensing, registration and authorization. Part-time participation carries the same professional obligations for the activities you undertake.
Review the business, costs, compensation and contractual disclosures. Participation does not guarantee employment, clients, income or a timeline for success.
Progress depends on your circumstances, preparation and applicable professional requirements.
Find your starting point
Could this fit your goals?
Three short questions. Private to your browser.
Before you decide
Good questions.
Clear next steps.
Talk through the time, costs and expectations with our team.
Do I need financial-services experience?
Not necessarily. Training and professional development may help candidates develop relevant knowledge. However, applicable licensing and regulatory requirements must be completed before performing activities that require authorization.
Can I start part-time or alongside another job?
Depending on the opportunity and applicable requirements, participants may be able to begin developing the business alongside other professional commitments. The time required will depend on your goals, licensing process and business-building activities. Review your existing employment agreements, professional obligations and any conflicts of interest before starting.
Do I need to become licensed?
Financial services are regulated. The licences, registrations, examinations, education or approvals required depend on the financial activities you intend to perform and the jurisdiction in which you operate.
How much money can I earn?
There is no guaranteed amount. Compensation depends on factors that may include your licensing, activity, client development, products or services, compensation structure and individual performance. Prospective participants should review the applicable compensation and business disclosures before joining.
Is this a salaried job?
Building Finpreneurs is positioned as a business and career opportunity, rather than automatically as traditional salaried employment. The actual contractual and compensation structure should be clearly disclosed before a person joins.
Will Centerpointe Financials provide clients?
Participants should expect to develop relationship-building and client-acquisition skills as part of building their practice. Client introductions are not guaranteed.
Can students or recent graduates participate?
Potentially, subject to age, licensing, contractual and other eligibility requirements. The opportunity may be particularly useful for individuals interested in entrepreneurship, finance, sales, community education or financial services.
Building Finpreneurs is a business and professional development opportunity. Participation does not guarantee employment, clients, income, business growth or financial success. Earnings and outcomes vary based on individual effort, skills, licensing, market conditions, client activity and other factors. Financial-services activities are subject to applicable licensing, registration, regulatory and compliance requirements. Prospective participants should review all applicable business, compensation and contractual disclosures before deciding whether to participate.