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Financial Planning

Available: Fall

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

Campus

Duration

2 Semesters (1 Year)

Credential Awarded

Ontario College Graduate Certificate

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.

Related Careers

PROGRAM LEARNING OUTCOMES

This Seneca program has been validated by the Credential Validation Service as an Ontario College Credential as required by the Ministry of Advanced Education and Skills Development.

Professional Certification

Personal Financial Planner (PFP®) Designation

PFP - Personal Financila Planner

Seneca's Financial Planning is the first graduate certificate program in Canada to be recognized as 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.

Individuals who have graduated from the Seneca program must apply to write the Applied Financial Planning (AFP) Certification examination within 5 years of graduation. Candidates will then have seven years from the date of successful completion of the AFP certification examination to gain the three year's required experience and apply for the PFP® designation. In addition, because FIP is an approved PFP Learning Path, FIP graduates are eligible to apply for their Certificate in Financial Services Advice (CFSA).

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.

Program Costs

2017-18 ACADEMIC YEAR

Tuition – Domestic

$6,133

Tuition – International

$14,410

Book & Supply Costs

$2,355


Please note: All costs are approximate, may vary by campus and are subject to change at any time without notice. Parking, locker and some mandatory incidental fees are among the charges not included in the figures above.

Program Details

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.

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.

Also see: English and General Education requirements.

Admissions

Need to know more about your application and/or the application process? Reach out to our admissions advisors for assistance.

Domestic
Angelie Ramirez 416.491.5050 ext. 22058 Angelie.Ramirez@senecacollege.ca
International

Student Recruitment

Have questions about Seneca’s campuses, financial aid, student supports and more? Connect with one of our student recruiters for more information or to book a campus tour.

Student Recruitment
Additional Contacts

Program Coordinator

Sam Albanese 416.491.5050 ext. 22048 Sam.Albanese@senecacollege.ca

Program Chair

Karen Murkar 416.491.5050 ext. 22337 Karen.Murkar@senecacollege.ca

Why Choose Seneca?

Passionate, expert faculty from a range of professions


Real-world learning experiences through paid and non-paid work opportunities


Curriculums developed in collaboration with industry advisory committees


A variety of credentials offered from certificates, diplomas, degrees, and graduate certificates


Opportunities to pathway to higher level credentials at Seneca and other universities in our transfer partnership network