Ontario Secondary School Diploma (OSSD), or equivalent,
English: Grade 12 C or U, or equivalent course
Mathematics: Grade 12 C or U, or Grade 11 U or M, or equivalent course
CAEL CE and CAEL online, Minimum 60
Cambridge English Exams (B2 First/FCE, C1 Advanced/CAE or C2 Proficiency/CPE), Minimum 169 with no skill below 162
Duolingo, Minimum score 105 to 110
IELTS Academic, Minimum 6.0 with no skill below 5.5
PTE Academic, Minimum score 58
TOEFL iBT (including MyBest TOEFL and Home Edition), Minimum 80 with no skill below 20
TOEFL Revised Paper Delivered, No skill below 20
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.
Skills
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
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Semester 1: Offered in Fall, Winter and Summer
BAM101, Introduction to Business Administration
COM101 or COM111, Communicating Across Contexts or Communicating Across Contexts (Enriched)
ISC100, Introduction to Studies at Seneca
MBF100* or MBF101*, Mathematics of Business and Finance or Mathematics of Business and Finance
MRK108, Introduction to Marketing
Semester 2: Offered in Fall, Winter and Summer
ACC106, Accounting I
MGS350, Management Studies: Canadian Business Law
MRK213, Foundations of Strategic Marketing and Planning
SMS202, Business Computer Applications
plus: General Education Course
Semester 3: Offered in Fall and Winter
ACC212, Financial Analysis
EAC594, Business Communication for the Digital Workplace
HRA701, Introduction to Human Resources Management
OPM400, Production and Operations Management - Manufacturing and Services
plus: General Education Course
Semester 4: Offered in Winter and Summer
BUS205, Entrepreneurship for Financial Services
BUS400, Business Economics
FIS403, Financial Management
OBR250, Organizational Behaviour
RFC121, Introduction to Financial Planning and Economics
Semester 5: Offered in Fall
RFC122, Taxation for Financial Planners
RFC124, Risk Management & Insurance in Financial Planning
RFC125, Understanding Investments and Investment Strategy
RFC126, Canadian Investment Funds
RFC127, Call Centre Operations
RFC223, Ethics and Marketing of Financial Products
CAP500, Career Planning (non Work-Integrated Learning option only)
WTP100, Work Term Preparation (Work-Integrated Learning option only)
Work-Integrated Learning Term: Offered in Winter
BAF331, Business Administration - Financial Planning, Co-op (Work-Integrated Learning option only)
Semester 6: Offered in Winter and Summer
QNM223, Business Statistics
RFC221, Retirement Planning and Benefits
RFC222, Estate Planning
RFC225, Investment Strategies and Tactics
RFC230, Financial Planning and Management
plus: General Education Course
* Students will be placed in the appropriate level of mathematics depending on their math skills assessment results. Students who are placed in MTH158: Introduction to Mathematics (Algebra) will be required to complete this course before taking MBF100.
Note: The following course will not fulfil a General Education requirement: ECN550.
When you graduate from this program, these are the types of employers waiting for you:
Banks
Trusts
Insurance companies
Brokerages
Financial planning firms
Health Insurance $808CAD
