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Overview

If you are pursuing a professional financial planning designation, or working in the banking and financial services industry, this certificate has been developed for you.  Courses are offered in cooperation with the Canadian Institute of Financial Planning (CIFP) and are accredited by the Financial Planners Standards Council of Canada.  Graduates must also successfully complete the four (4) hour CIFP preparation exam in order to qualify to write the first CFP exam through the Financial Planners Standards Council.  You can also study the Financial Planning Management summary course at Seneca that includes the four hour CIFP preparation exam.

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Information Session

New students are invited to attend an information session.

Entry Requirements

Applicants should have Ontario Secondary School Diploma (Grade 12) with Grade XII English and Mathematics. Students will require strong general math skills with an emphasis on financial calculations.


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Curriculum

RFC401
Retirement Planning
Availability
 

This course is intended for students pursuing a CFP designation. This course provides a detailed look at how clients plan for retirement, how they use their financial assets during retirement, and how they make financial decisions related to retirement. Students will acquire the knowledge to understand the retirement planning process, the various private and government pension arrangements, investment products for retirement and income tax implications, as well as numerous strategies.




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RFC402
Income Tax Planning
Availability
 

This course is intended for students pursuing a CFP designation. Students examine how business and financial assets are used to acquire and preserve wealth. They will acquire an understanding of business activities, investment products, their tax implications and the numerous strategies that affect income tax planning.




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RFC403
Strategic Investment Planning
Availability
 

This course is intended for students pursuing a CFP designation. This course provides students with a detailed understanding of the investment products that individuals use to achieve their wealth accumulation objectives. It gives the student the understanding and knowledge to design or evaluate a client's investment portfolio.




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RFC404
Risk Management and Estate Planning
Availability
 

This course is intended for students pursuing a CFP designation. This course provides students with a detailed understanding of risk management. Students will acquire an understanding of the risks of disability, death, property and liability losses as well as the legal requirements of insurance policies. A detailed examination of the various aspects of estate planning will also be covered in this course.




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Not all courses are offered each semester.

Please Note: Students must register with Seneca College and then subsequently register directly with CIFP.

Students must also first complete the four (4) hour CIFP preparation exam in order to qualify to write the CFP exam through the Financial Planners Standards Council.

Note: Successful completion of CSS100 qualifies as meeting the requirements of RFC403.

Credit for Prior Learning

Prior Learning Assessment

Earn college credits for what you already know!
Prior Learning Assessment is a method of assessing and recognizing learning that is equal to college level learning, but has been gained outside a traditional classroom (through work experience, volunteering, outside study, etc.). If you can prove that the knowledge you have gained meets the outcomes of a Seneca course, then credit will be awarded.

How does the PLA process work?
Prior Learning is demonstrated through a "challenge" process. The process measures learning through a variety of methods which may include tests, portfolio assessment, interviews, demonstrations, essays, and work samples. The method used will be determined in consultation with a Program Coordinator.
For more information and to determine if you are eligible for PLA, please call the Program Coordinator.

The process may take from 6 to 8 weeks.

Note: Not all courses can be challenged. For more information go to PLA website or contact your Program Coordinator.

Transfer Credit (Advanced Standing)

Many students who enter Seneca College will have earned academic credits in post-secondary educational institutions which they may be able to apply toward completion of a Seneca College program.

Requests for Transfer Credit must be for a specific course and must be accompanied by an official transcript and course outline. A minimum grade of "C" (60 percent) is generally required for a course to be considered for Transfer Credit.

Download a Transfer Credit Request form. An official copy of your transcript and applicable detailed course outlines should be attached and submitted. Please note it may take 4 to 6 weeks for a Transfer Credit decision.

More Information

Please visit the Degree and Credit Transfer Office.

Graduation/Convocation

When you meet all program requirements and become eligible for a certificate, diploma, or degree, you must inform the Registrar by completing a Graduation Application form and paying the graduation and alumni fee. Certificates, diplomas, and applied degrees are issued twice a year in the Fall (October) and Spring (June).

For further information including deadlines and fees, please visit the  Convocation website or contact the Convocation Office at 416-491-5050 ext. 77461.

Minimum Performance for Graduation

Students will only be eligible to graduate with a Seneca College certificate or diploma if they have maintained an overall good standing in their current program of study. Students in degree programs will be eligible to graduate when they have obtained an average of C (2.5 GPA) in courses in the main field of study, and an average of C (2.0 GPA) in all other courses.

Program Contacts

Belinda Becker
Program Assistant
Belinda.Becker@senecacollege.ca
416-491-5050 ext.22797


Emiliano Introcaso
Academic Program Manager
Emiliano.Introcaso@senecacollege.ca
416-491-5050 ext.24043


Information Session

New students are invited to attend an information session.