Banks, credit unions, mutual fund and full service dealers, and insurers need financial experts. In this eight-month graduate certificate program, you will learn about financial products and services. You will also learn to provide advice and develop financial plans based on individual client needs, risk tolerance and other unique circumstances. Additionally, you will work towards earning licenses and designations required by the industry.
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.
As a graduate of this program, you may pursue future career options, such as:
Personal banking representative
Throughout this program you will develop the following skills:
Development of comprehensive client plans
Interpersonal skills and emotional intelligence
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.
The program is designed to prepare you to complete the education and license requirements for financial planning industry designations and certifications, such as:
Personal Financial Planner (PFP) designation
Certified Financial Planner (CFP) designation
Canadian Securities Course (CSC), and
Life License Qualification Program (LLQP).
Applying for these certifications and designations requires additional fees, paid to the external bodies and/or providers governing the certifications, such as:
Canadian Securities Course (CSC) 1 and 2 course materials and exam fees: $985
Insurance (LLQP) exam materials and exam fees: $220
CIFP course materials fee: $540
Within the School of Accounting and Financial Services, the Chartered Professional Accountant (CPA) policy of a ten-year course currency is applied as part of the Seneca’s 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.