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Financial Services - Client Services

Financial Services - Client Services

Program Code:FSA
Duration:4 Semesters (2 Years)
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).


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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):


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


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


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.


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.

2014/2015 Academic Year
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
EAC394 Effective Business Writing 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

2015/2016 Academic Year
Semester 1
Accounting I
Introduction to Business Administration
College English
Mathematics of Finance
Introduction to Seneca Studies
Semester 2
Financial Analysis
Foundations of Customer Service
Introduction to Marketing
Organizational Behavior
Interpersonal and Intercultural Communications
General Education Option
Semester 3
Business Economics
Career Planning
Business Communications for the Digital Workplace
Mortgage Agent Program
Introduction to Financial Planning and Economics
Microcomputer Business Applications II
General Education Option
Semester 4
Principles and Practices of Insurance
Management Studies: Canadian Business Law
Canadian Investment Funds
Call Centre Operations
Ethics and Marketing of Financial Products
General Education Option

Contact Us

Admissions Advisors:
Domestic Admissions Advisor: (416) 491-5050 Ext. 22840
International Admissions Advisor: Salaha Fatima
(416) 491-5050 Ext. 22081
Registration & Records Advisor:
  Aaron Bradley
(416) 491-5050 Ext. 22462
Program Contacts:
Student Advisor: Lisa Dalla-Zuanna
(416) 491-5050 Ext. 26216
Program Coordinator: Marie Zukowski
(416) 491-5050 Ext. 26312
Program Chair: Karen Murkar
(416) 491-5050 Ext. 22337

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