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Financial Planning

Financial Planning

Program Code:FIP
Campus:Newnham
Duration:2 Semesters (1 Year)
Offered:Fall
Credential Awarded:Ontario College Graduate Certificate

Program Description

Banks, brokerages, mutual fund and full service dealers, and insurers all need financial planning experts. Seneca's Financial Planning Ontario College Graduate Certificate, taught by industry experts from Toronto's financial services sector, prepares you to succeed with detailed knowledge of financial products and services and an appreciation of how to interact with and support your firm's clients, given their unique financial needs, goals, and dreams.

Complementing your in-depth financial planning knowledge you will have the opportunity to complete the educational and license requirements for financial planning industry designations such as the CFP and the Canadian Securities Course (CSC). Your leadership, communications, interpersonal and management skills will develop as you complete the program.

Gain first-hand experience in the industry with a four-week work placement or industry project that takes place part-time during your studies or full-time at the end of the program.

Experiential opportunities like placements and field trips provide valuable know-how employers seek. Seneca's School of Accounting & Financial Services designed this program with expert input from financial services professionals to provide you with a highly desired 'toolkit' of financial, business, and soft skills, plus the opportunity to work towards the licenses and designations that the industry demands.

Additional Cost:

Our program prepares you to write the qualifying exams for the licences and designations required by the financial services industry. Costs for such licenses and designations are in addition to the other fees noted and are payable to and at the discretion of the associated governing body as follows:

  • Canadian Securities Course (CSC) 1 and 2 course materials and exam fees: $985
  • Insurance (LLQP) exam materials and exam fees: $200
  • CIFP course materials fee: $540

Admission Requirements

Program Eligibility:

  • A recognized degree or postsecondary diploma from an accredited institution; OR
  • Mature Student Status (age 19 or older) with 3 to 5 years of documented work experience in a related field. Relevant references must be provided.
  • English proficiency at the college level.

Fees

Loading Tuition Costs

Your Career

Financial Advisors work for banks, insurance companies, investment dealers, wealth management firms or as independent financial planners. As an advisor your role is to help individuals make the most of their financial assets by assisting them in understanding their investment and savings options and creating realistic and appropriate financial strategies. You will work with your clients to understand their short- and long-term goals and level of risk tolerance to provide personalized advice and customized financial plans to meet their financial objectives. Common job titles include Financial Planner, Investment Advisor, Investment Counsellor, and Personal Banking Advisor.

Transfer Credit/Pathways

The Degree and Credit Transfer Office provides a number of services for students continuing their education at Seneca, and for graduating students considering degree transfer options.

Through transfer agreements and institution partnerships, graduates of this Seneca College program may be eligible for credit at various post-secondary institutions. Please refer to the Degree Transfer Guide for more information.

Transfer Credit may be granted for courses deemed equivalent to courses at Seneca that have been completed at recognized postsecondary institutions. Additional information is available online.

Important Academic Dates

Please take a few moments to view Important Academic Dates for your relevant term.

Courses

Please select the curriculum from the Academic Year in which you started (or will be starting) your studies. An Academic Year begins in September and ends in August of the following year.

2016/2017 Academic Year

Semester 1
FCA125 Understanding Investments and Investment Strategies
FIP401 Retirement Planning
FIP402 Income Tax Planning
FSP101 Insurance Licensing Program
FSP105 Professional Selling Skills for the Financial Service Practitioner
 
Semester 2
FCA225 Investment Strategies and Tactics
FIP230 Financial Planning Management Capstone
FIP403 Strategic Investment Planning
FIP404 Risk Management and Estate Planning
FPL210 Field Placement - FSP
FSP202 Interpersonal Communication Skills for Financial Planners
 

Note: 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 Planning Standards Council. Students must register for CSI and CIFP courses at additional costs.

2015/2016 Academic Year

Semester 1
FCA125 Understanding Investments and Investment Strategies
FSP101 Insurance Licensing Program
FSP105 Professional Selling Skills for the Financial Service Practitioner
RFC401 Retirement Planning
RFC402 Income Tax Planning
 
Semester 2
FCA225 Investment Strategies and Tactics
FIP230 Financial Planning Management Capstone
FSP202 Interpersonal Communication Skills for Financial Planners
RFC403 Strategic Investment Planning
RFC404 Risk Management and Estate Planning
FPL210 Field Placement - FSP
 

Note: 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 Planning Standards Council. Students must register for CSI and CIFP courses at additional costs.

Contact Us

Admissions Advisors:
Domestic Admissions Advisor: Judy Chung
(416) 491-5050 Ext. 22127
Judy.Chung@senecacollege.ca
International Admissions Advisor: Ida Yee
(416) 491-5050 Ext. 22405
Ida.Yee@senecacollege.ca
Registration & Records Advisor:
  Wendy Calicchia
(416) 491-5050 Ext. 22471
Wendy.Calicchia@senecacollege.ca
Program Contacts:
Student Advisor: Pana Mitusev
(416) 491-5050 Ext. 26216
Pana.Mitusev@senecacollege.ca
Program Coordinator: John Harris
(416) 491-5050 Ext. 26413
John.Harris@senecacollege.ca
Program Chair: Karen Murkar
(416) 491-5050 Ext. 22337
Karen.Murkar@senecacollege.ca
Additional Contacts:
  Financial Aid & Awards
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