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Financial Services - Client Services

Financial Services - Client Services

Program Code:FSA
Campus:Newnham
Duration:4 Semesters (2 Years)
Offered:Fall
Credential Awarded:Ontario College Diploma

Program Description

The Financial Services – Client Services (FSA) program equips you to succeed in the growing front–line client service areas of Canada's banking, insurance and investment sectors. You'll study the fundamental aspects of business, covering broad business principles and practices, as well as specialized courses in financial planning, contact centre operations, mortgage lending and mutual funds. You'll also complete the Canadian Investment Funds Course (CIFC) and have the opportunity to qualify for registration for a mutual funds license.

Admission Requirements

Program Eligibility:

  • Ontario Secondary School Diploma (OSSD) or equivalent with:
    • Grade 12 English: ENG4(C) or ENG4(U)
    • Grade 12 Mathematics: (C) or (U) or Grade 11 Mathematics: (U) or (M)
  • OR Mature Student Status (age 19 or older) with the above prerequisite course(s), their equivalent(s) or appropriate Academic and Career Entrance (ACE) Certificate program credits (see Academic Upgrading).

Fees

Loading Tuition Costs

Your Career

Toronto is now the second largest financial services sector in North America and in the top ten globally. Jobs in the GTA in this sector grew by 38% from 2000 - 2010 and continue to grow today. Over 75% of those employed hold postsecondary credentials and represent a third of Canada's financial sector employment (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.

As a graduate of the Financial Services - Client Services program, you'll be job–ready for multiple entry points in financial services. You'll have the credentials sought after by employers and will be suited for roles in the banking, insurance, investments and mutual fund sectors. Your career could span a wide range of fast-paced, rewarding jobs including: outbound and inbound customer service officer, retail banking officer, customer service representative, mortgage specialist and insurance consultant.

Transfer Pathways

Through transfer agreements and institution partnerships, graduates of this Seneca College program may be eligible for credit at the following post-secondary institution(s):

Toronto

University/CollegeDegrees Available
Seneca College• Bachelor of Commerce, Financial Services Management
York University• Bachelor of Administrative Studies (BAS)

Canada

University/CollegeDegrees Available
Royal Roads University• Bachelor of Commerce in Entrepreneurial Management or Bachelor of Business Administration in Sustainability and International Business

U.S.

University/CollegeDegrees Available
Davenport University• BBA - Finance with a Financial Planning Specialty

Professional Certification

As part of Seneca's FSA program, students will have the opportunity to complete the educational requirements to qualify for registration to sell mutual funds. The educational requirement is 60% minimum on the Canadian Investment Funds Course (CIFC) exam. All students will need to register for the CIFC and write the CIFC exam at an additional cost as part of their FSA studies.

CPA Ontario Learning Centre

Grow your accounting and finance skill set in a space dedicated to supporting and engaging Seneca students, whether at the introductory or advanced levels of their accounting studies. Academic support is offered in partnership with the Chartered Professional Accountants of Ontario. Located in the Newnham Campus Learning Centre.

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
ACC106 Accounting I
BAM101 Introduction to Business Administration
EAC150 College English
ISC100 Introduction to Seneca Studies
QNM106 Mathematics of Finance
 
Semester 2
ACC212 Financial Analysis
FCS240 Foundations of Customer Service
MRK108 Introduction to Marketing
OBR250 Organizational Behavior
SOC270 Interpersonal and Intercultural Communications
plus: General Education Course
 
Semester 3
BUS400 Business Economics
CAP500 Career Planning
EAC394 or
EAC594
Effective Business Writing or
Business Communications for the Digital Workplace
MAP100 Mortgage Agent Program
RFC121 Introduction to Financial Planning and Economics
SMS202 Microcomputer Business Applications II
plus: General Education Course
 
Semester 4
CIP011 Principles and Practices of Insurance
MGS350 Management Studies: Canadian Business Law
RFC127 Call Centre Operations
RFC128 Canadian Investment Funds
RFC223 Ethics and Marketing of Financial Products
plus: General Education Course

2015/2016 Academic Year

Semester 1
ACC106 Accounting I
BAM101 Introduction to Business Administration
EAC150 College English
ISC100 Introduction to Seneca Studies
QNM106 Mathematics of Finance
 
Semester 2
ACC212 Financial Analysis
FCS240 Foundations of Customer Service
MRK108 Introduction to Marketing
OBR250 Organizational Behavior
SOC270 Interpersonal and Intercultural Communications
plus: General Education Course
 
Semester 3
BUS400 Business Economics
CAP500 Career Planning
EAC394 or
EAC594
Effective Business Writing or
Business Communications for the Digital Workplace
MAP100 Mortgage Agent Program
RFC121 Introduction to Financial Planning and Economics
SMS202 Microcomputer Business Applications II
plus: General Education Course
 
Semester 4
CIP011 Principles and Practices of Insurance
MGS350 Management Studies: Canadian Business Law
RFC127 Call Centre Operations
RFC128 Canadian Investment Funds
RFC223 Ethics and Marketing of Financial Products
plus: General Education Course

2014/2015 Academic Year

Fall 2014

Semester 1 Course Name Hrs/Wk
ACC106 Accounting I 3
BAM101 Introduction to Business Administration 3
EAC150 College English 3
QNM106 Mathematics of Finance 4
SSC100 Success Strategies for College 2
 
Semester 2 Course Name Hrs/Wk
ACC212 Financial Analysis 3
FCS240 Foundations of Customer Service 3
MRK108 Introduction to Marketing 3
OBR250 Organizational Behaviour 3
SOC270 Interpersonal and Intercultural Communications 3
XXXXXX General Education Option 3
 
Semester 3 Course Name Hrs/Wk
BUS400 Business Economics 3
CAP500 Career Planning 1
EAC594 Business Communications for the Digital Workplace 3
MAP100 Mortgage Agent Program 3
RFC121 Introduction to Financial Planning and Economics 4
SMS202 Microcomputer Business Applications II 3
XXXXXX General Education Option 3
 
Semester 4 Course Name Hrs/Wk
CIP011 Principles and Practices of Insurance 3
MGS350 Management Studies: Canadian Business Law 3
RFC127 Call Centre Operations 2
RFC128 Canadian Investment Funds 2
RFC223 Ethics and Marketing of Financial Products 3
XXXXXX General Education Option 3

Winter & Summer 2015

Semester 1
ACC106 Accounting I
BAM101 Introduction to Business Administration
EAC150 College English
ISC100 Introduction to Seneca Studies
QNM106 Mathematics of Finance
 
Semester 2
ACC212 Financial Analysis
FCS240 Foundations of Customer Service
MRK108 Introduction to Marketing
OBR250 Organizational Behavior
SOC270 Interpersonal and Intercultural Communications
plus: General Education Course
 
Semester 3
BUS400 Business Economics
CAP500 Career Planning
EAC394 or
EAC594
Effective Business Writing or
Business Communications for the Digital Workplace
MAP100 Mortgage Agent Program
RFC121 Introduction to Financial Planning and Economics
SMS202 Microcomputer Business Applications II
plus: General Education Course
 
Semester 4
CIP011 Principles and Practices of Insurance
MGS350 Management Studies: Canadian Business Law
RFC127 Call Centre Operations
RFC128 Canadian Investment Funds
RFC223 Ethics and Marketing of Financial Products
plus: General Education Course

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: William Mcelheron
(416) 491-5050 Ext. 26216
William.Mcelheron@senecacollege.ca
Program Coordinator: Marie Zukowski
(416) 491-5050 Ext. 26312
Marie.Zukowski@senecacollege.ca
Program Chair: Karen Murkar
(416) 491-5050 Ext. 22337
Karen.Murkar@senecacollege.ca
Additional Contacts:
  Financial Aid & Awards

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