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Campus
Duration
6 Semesters (3 Years)
Credential Awarded
Ontario College Advanced Diploma
School
Accounting & Financial Services

About the Program

If interested in this program, you must enroll in Accounting and Finance (ACF) and transfer to Business Administration - Accounting & Financial Planning (AFP) in semester 4.

This three-year advanced diploma program provides you with a foundation in accounting and a specialization in financial planning. As a student in this program, along with accounting, finance, tax and audit knowledge, you will develop insurance, estate, tax and retirement planning skills while working with spreadsheets, financial planning and accounting software.

Note: You must complete Introduction to Financial Planning before semester 5.

Work Experience

Optional Co-op

Students meeting all academic requirements may have the opportunity to complete an optional co-op work term(s) in a formal work environment. In most cases the work term(s) is a full-time paid position completed between two academic semesters. In programs with limited co-op opportunities, additional academic requirements and a passing grade on a communication assessment may be required for eligibility. Eligibility for participation does not guarantee a work position will be secured. Additional fees are required for those participating in the optional co-op stream regardless of success in securing a work position.
Work-Integrated Learning Model
  Fall Winter Summer
Year 3 Semester 5 Work Term Semester 6
Non Work-Integrated Learning Model
  Fall Winter Summer
Year 3 Semester 5 Semester 6  

Your Career

As a graduate of this program, you may pursue future career options within:

  • Professional accounting firms
  • Financial institutions
  • Insurance companies
  • Financial planning companies
  • The public sector
  • Accounting withing all types of business and market sectors

Related Careers

Skills

Throughout this program you will develop the following skills:

Accounting and Finance:

  • Financial statements
  • Management accounting and cost control
  • Accounting information systems and technologies
  • Budget preparation
  • Cash and debt management skills
  • Statistical and mathematical techniques for financial management
  • Financial analysis, planning and control

Financial Planning:

  • Tax planning for individuals
  • Investment planning
  • Estate planning
  • Retirement planning
  • Risk management
  • Developing comprehensive personal financial plans

Management:

  • Management principles and practices
  • Communications, critical thinking and team building

Professional Certification

During the course of this program, at an additional cost, you will have the opportunity to write the Canadian Securities Course (CSC)® exams to be eligible for a securities license. In addition, as a graduate of AFP, you will be qualified to challenge the Certified Financial Planner (CFP)® FPSC Level 1 Examination in Financial Planning.

AFP is an approved educational path to the Personal Financial Planner (PFP®) designation. It prepares students to write the Applied Financial Planning Certification examination which is necessary to obtain the Personal Financial Planner (PFP®) designation. Students successfully completing this Canadian Securities Institute (CSI)® approved educational path who wish to receive the Personal Financial Planner (PFP®) designation must also meet the three-year work experience requirements to be eligible for PFP® licensing. Read more on the Canadian Securities Institute website.

As an approved PFP® Learning Path, AFP graduates are also eligible to apply for their Certificate in Financial Services Advice (CFSA)® from the CSI®.

Within the School of Accounting and Financial Services, the CPA policy of a ten-year course currency is applied as part of the Seneca Life of a Credit (academic policy). Credits completed more than 10 years prior to an application for transfer credit or equivalency will not be considered.