| Program Code: BAF | Campus: Newnham |
| Duration: 6 Semesters (3 Years) | Start Dates: Summer, Fall, Winter Start dates are subject to change |
| Credential Awarded: Ontario College Advanced Diploma | |
Seneca's Business Administration - Financial Planning program puts you in demand with the financial planning expertise employers seek. Many Faculty of Business programs have a substantially common first-year curriculum. This curriculum provides a solid foundation in business and develops skills necessary for a successful career. As a student of BAF, you’ll have the flexibility to transfer most earned credits to another program.
Students at the Markham Campus will be able to complete three semesters of study then transfer to the Newnham Campus for semesters 4 to 6.
Program Eligibility:
Applicant Selection:
Desirable:
The Importance of Learning Skills:
Student success in college requires well developed learning skills (such as being able to work independently, participate in a team, be well-organized, develop good work habits, and show initiative). These skills are as important as prior academic achievement. While it is expected that applicants would have developed these skills through previous education and life experiences, Seneca offers support to assist students with further development of these important skills.
Toronto is the financial capital of Canada. The Toronto Financial Services Alliance (TFSA) reports that over 223,000 people work in Toronto region’s financial services sector, making it the third largest concentration of financial services employment in North America, after New York and Chicago. Over 75% of those employed hold post secondary credentials and represent a third of Canada’s financial sector employment. In the last decade the industry had added more than 62,000 employees in the Toronto region (Source: TFSA).
The financial services industry has a long history of attracting energetic and ambitious people who are looking for the best career opportunities. The industry is noted for its broad range of career paths, commitment to employee development and compensation structures difficult to find in other sectors of the economy.
The BAF program prepares you for careers in financial planning and wealth management. You’ll learn key areas of personal financial planning that include: personal taxation, estate planning, retirement planning, insurance, investment strategies and risk management. Upon graduation, you’ll be ready to launch your career within the financial services sector with employers such as banks, trusts, insurance companies, brokerage and financial planning firms. During the program you’ll have the opportunity to write the Canadian Investment Fund Course (CIFC) ® exam to be eligible for mutual fund licensing as well as the Canadian Securities Course (CSC) ® exams to be eligible for a securities license. In addition, as a graduate of BAF, you’ll be qualified to challenge the Certified Financial Planner (CFP) ® Professional Competence Examination 1 (PCE1).
Choose the co-op option in this program and you’ll have the opportunity to secure a paid work term between the fifth and sixth semesters. Co-op allows you to combine classroom learning and real-world experience. It’s important to note that you’ll have a shared responsibility for securing employment opportunities and must meet co-op entrance requirements in order to be considered (see Student Advisor or Co-op Co-ordinator for details).
Financial Planning students enrol in both Canadian Investment Funds Course (CIFC) ® and Canadian Securities Course (CSC) ® at an additional cost.
The co-operative education component provides you with a paid work term between academic semesters. Job-related employment enables you to combine classroom skills and on-the-job training, experience that is highly valued by students and employers alike. Please note that you’ll have a shared responsibility for securing employment opportunities.
| Co-op Model | |||
| Sept-Dec | Jan-Apr | May-Aug | |
| Year 3 | Semester 5 | Work Term | Semester 6 |
Through transfer agreements and institution partnerships, graduates of this Seneca College program may be eligible for credit at the following post-secondary institution(s):
| University/College | Degrees Available |
|---|---|
| Ryerson University | • Bachelor of Commerce, Business Management – Direct Entry Program • Bachelor of Commerce, Business Technology Management – Degree Completion program |
| Seneca College | • Bachelor of Commerce, Financial Services Management • Bachelor of Commerce, Municipal and Corporate Administration (Previously Offered) • Bachelor of Commerce, Human Resources Strategy and Technology |
| Tyndale University College | • Bachelor of Arts, Business Administration or Business Administration – International Development |
| York University | • Bachelor of Administrative Studies (BAS) |
| University/College | Degrees Available |
|---|---|
| Algoma University | • Bachelor of Business Administration |
| Lakehead University | • Bachelor of Business Administration (3 year)* or Honours Bachelor of Commerce (4 year) |
| Laurentian University | • Honours Bachelor of Commerce |
| Laurier Brantford | • Honours Bachelor of Arts |
| Nipissing University | • Bachelor of Business Administration |
| University of Ottawa | • Bachelor of Commerce |
| University of Windsor | • Bachelor of Commerce |
| University/College | Degrees Available |
|---|---|
| Athabasca University | • Bachelor of Professional Arts – Governance, Law, and Management • Bachelor of Management or Bachelor of Commerce • Bachelor of Human Resources and Labour Relations |
| University Canada West | • Bachelor of Commerce |
| Okanagan College | • Bachelor of Business Administration |
| Royal Roads University | • Bachelor of Commerce in Entrepreneurial Management |
| University/College | Degrees Available |
|---|---|
| University at Buffalo | • Bachelor of Science in Business Administration |
| Centenary College | • Bachelor of Science, Business Administration |
| D'Youville College | • BSc – Accounting or Management |
| Davenport University | • BBA – Finance or Financial Planning |
| Northwood University | • Bachelor – Business Administration, Marketing, Management or Accounting |
| Robert Morris University | • Bachelor of Arts or Bachelor of Science (BSBA) |
| University/College | Degrees Available |
|---|---|
| AUT University | • Bachelor of Business – any major dependent on courses taken at Seneca |
| Birmingham University | • BA (Hons) Business Administration • BA (Hons) International Finance |
The School of Accounting and Financial Services offers seamless transfer to a multitude of degree, diploma and certificate programs, given a common first year in most diploma and certificate programs within the Faculty of Business.
Transfer Options *


* GPA requirements may apply.
| Semester 1 | Subject Name | Hrs/Wk |
|---|---|---|
| BUS106 | Business - Its Nature and Environment | 4 |
| EAC150 | College English | 3 |
| ICA001 | Introduction to Computers and Applications | 2 |
| MRK106 | Marketing I | 4 |
| QNM106 | Mathematics of Finance | 4 |
| SSC100 | Success Strategies for College | 2 |
| Semester 2 | Subject Name | Hrs/Wk |
| ACC106 | Accounting I | 4 |
| BUS206 | Business Management | 4 |
| MRK213 | Foundations of Strategic Marketing and Planning | 4 |
| SMS202 | Microcomputer Business Applications II | 3 |
| XXXXXX | General Education Option | 3 |
| Semester 3 | Subject Name | Hrs/Wk |
| ACC212 | Financial Analysis | 4 |
| EAC394 | Effective Business Writing | 3 |
| MRK320 | Marketing: Effective Selling | 4 |
| MSC310 | Decision Analysis I | 4 |
| XXXXXX | General Education Option | 3 |
| Semester 4 | Subject Name | Hrs/Wk |
| BUS400 | Business Economics | 2 |
| FIS403 | Financial Management | 3 |
| IBM600 | International Business Management | 4 |
| MGS350 | Management Studies: Canadian Business Law | 4 |
| RFC121 | Introduction to Financial Planning and Economics | 4 |
| Semester 5 | Subject Name | Hrs/Wk |
| RFC122 | Taxation for Financial Planners | 4 |
| RFC124 | Risk Management and Insurance in Financial Planning | 4 |
| RFC125 | Understanding Investments and Investment Strategy | 4 |
| RFC126 | Canadian Investment Funds | 2 |
| RFC127 | Call Centre Operations | 2 |
| RFC223 | Ethics and Marketing of Financial Products | 3 |
| CAP500 | Career Planning (non co-op only) | 1 |
| CPP100 | Co-op Professional Theory (co-op option only) | 2 |
| CWT100 | Co-op Work Term (co-op option only) | |
| Semester 6 | Subject Name | Hrs/Wk |
| QNM222 | Business Statistics | 5 |
| RFC221 | Retirement Planning and Benefits | 3 |
| RFC222 | Estate Planning | 3 |
| RFC225 | Investment Strategies and Tactics | 4 |
| RFC230 | Financial Planning Management | 3 |
| XXXXXX | General Education Option | 3 |
| CPP200 | Co-op Professional Practice (co-op option only) | 2 |
Note: Students in the Financial Planning diploma program must complete the following to enter semester 5:

| Student Advisor: | Pana Mitusev Telephone: (416) 491-5050 Ext. 6216 Email: pana.mitusev@senecac.on.ca |
| Program Coordinator: | Peter Wan Telephone: (416) 491-5050 Ext. 6762 Email: peter.wan@senecac.on.ca |
| Co-op Coordinator: | Lynda Trude Telephone: (416) 491-5050 Ext. 6416 Email: Lynda.Trude@senecac.on.ca |
| Admissions Advisors: | |
| Domestic Admissions Advisor: | Margaret Lim Telephone: (416) 491-5050 Ext. 2806 Email: Margaret.Lim@senecac.on.ca |
| International Admissions Advisor: | Susan Gao Telephone: (416) 491-5050 Ext. 2365 Email: susan.gao@senecac.on.ca |
| Registration & Records Advisor: | Adam Chisholm Telephone: (416) 491-5050 Ext. 2462 Email: Adam.Chisholm@senecac.on.ca |
| Associate Chair: | Jeff McCarthy Telephone: (416) 491-5050 Ext. 6722 Email: jeff.mccarthy@senecac.on.ca |
| Program Chair: | Karen Murkar Telephone: (416) 491-5050 Ext. 2337 Email: karen.murkar@senecac.on.ca |
Seneca College of Applied Arts and Technology