Skip to main content
6 Semesters (3 Years)
Credential Awarded
Ontario College Advanced Diploma

About the Program

This three-year advanced diploma program will develop your in-depth knowledge of personal and financial planning including personal taxation, estate planning, retirement planning, insurance, investment strategies and risk management. In this program you will also have the opportunity to write various professional certifications required to excel in the financial sector.


Throughout this program you will develop the following skills:

  • Ability to use financial planning software

  • Communication and interpersonal skills

  • Ethics and professionalism

  • Sales and marketing 

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.

To be eligible to apply for the optional co-op, students must complete all subjects from semesters 1 through 4 and must maintain a minimum GPA of 3.0 or better, along with meeting the above minimum course grade requirements.

Work-Integrated Learning Model
  September January May
Year 3 Semester 5 Work Term Semester 6

Your Career

When you graduate from this program, these are the types of employers waiting for you:

  • Banks
  • Trusts
  • Insurance companies
  • Brokerages
  • Financial planning firms

Professional Certification

During the course of this program, at an additional cost, you will have the opportunity to write:
  • The Canadian Investment Funds Course (CIFC)® exam to be eligible for mutual fund licensing and,
  • The Canadian Securities Course (CSC)® exams to be eligible for a securities license.

Personal Financial Planner (PFP®) Designation

Seneca's Business Administration - Financial Planning program is an approved educational path to the Personal Financial Planner (PFP®) designation. It may prepare you to write the Applied Financial Planning Certification examination which is necessary to obtain the Personal Financial Planner (PFP®) designation. Upon successful completion, 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 a graduate of this program, you must apply to write the Applied Financial Planning (AFP)® Certification examination within 5 years of graduation. You 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 BAF is an approved PFP learning Path, you may be eligible to apply for their Certificate in Financial Services Advice (CFSA)®.

Related Programs