OSSD with courses from the College (C), University (U),
University/College (M), or Open (O) stream WITH:
Any Grade 12 English (C) or (U)
Mathematics* ONE OF:
Any Grade 12 Mathematics (C) or (U)
Any Grade 11 Mathematics (C), (U), or (M)
(Note: a minimum final grade of 60 required for any Grade 11 Mathematics course)
OR
Academic and Career Entrance Certificate (ACE)
OR
Ontario High School Equivalency Certificate (GED) AND:
Mathematics* ONE OF:
Any Grade 12 Mathematics (C) or (U)
Any Grade 11 Mathematics (C), (U), or (M)
(Note: a minimum final grade of 60 required for any Grade 11 Mathematics course)
OR
Mature Applicant with standing in the required courses and grade stated above
Note:
*Applicants who lack the required Mathematics may still gain eligibility for admission by completing the appropriate prior upgrading.
Applicants whose first language is not English will be required to demonstrate proficiency in English by one of the following methods:
A Grade 12 College Stream or University Stream English credit from an Ontario Secondary School, or equivalent, depending on the program's Admission Requirements
Test of English as a Foreign Language (TOEFL) test with a minimum score of 79 for the Internet-based test (iBT), with test results within the last two years
International English Language Testing System (IELTS) Academic test with an overall score of 6.0 with no score less than 5.5 in any of the four bands, with test results within the last two years.
Canadian Academic English Language (CAEL) test with an overall score of 60 with no score less than 50 in any of the four bands, with test results within the last two years
Pearson Test of English Academic (PTE) with a minimum score of 53, with test results within the last two years
A Cambridge English Test (FCE/CAE/CPE) with an overall score on the Cambridge English Scale of 169 with no language skill less than 162, with test results within the last two years
An English Language Evaluation (ELE) at Fanshawe College with a minimum score of 70% in all sections of the test, with test results within the last two years
Fanshawe College ESL4/GAP5 students: Minimum grade of 80% in ESL4/GAP5 Level 8, 75% in ESL4/GAP5 Level 9, or 70% in ESL4/GAP5 Level 10
Any Grade 11 or Grade 12 Business Studies (C), (M), or (O)
Grade 12 Business and Technological Communication (O)
Academic and Career Entrance Certificate (ACE): Business Mathematics course and Computer Skills course
Applicants who do not meet the stated admission requirements for the Business - Finance program should apply to the one-year Business Fundamentals Ontario College Certificate program, Program Code BFS2. The Business Fundamentals program is recommended for students who require or desire academic upgrading, particularly in Mathematics and English, before pursuing a business diploma program. Students who successfully complete the Business Fundamentals program may be eligible for admission to Level 2 of any two-year business diploma program at Fanshawe College.
The Business - Finance program is designed to give you the skills necessary to connect with your future clients and colleagues in the largest financial industry in Canada.
In this program, you will learn to work with clients, evaluate their needs and offer advice on personal financial management, tax and retirement planning, insurance, investments, and estate planning, as well as customer relations and providing products to clients. Available in a traditional in-class format, with September and January admissions or 100% online.
What to expect in our financial planner program
If you are thinking about completing your diploma online you can assess your readiness with www.amiready.ca, Fanshawe's Online Readiness Indicator, a measure of the degree to which distance learning and/or learning in a technology rich environment is the right fit for you. We also have a handy checklist to guide you along the way to becoming an online learner.
There are options to transfer to complete a degree program at many other post-secondary institutions or complement your diploma with a graduate certificate offered at Fanshawe College.
Qualified graduates will have completed all of the educational requirements leading to the QAFP™, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and PFP®, Personal Financial Planner® designations. Students are also prepared to write the Canadian Securities Course® and Life Licensing Qualification Program examinations as prerequisites to securities and life insurance licensing. Students will also have completed the Mutual Funds Licensing course.
More info: Click here
Level 1
Take all of the following Mandatory Courses:
ACCT-1100, Principles of Accounting 1, 3, ,
WRIT-1032, Reason & Writing Business 1, 3, ,
MKTG-1012, Principles of Marketing 1, 3, ,
MATH-1052, Business Math, 3, ,
BUSI-1060, Strategies for Success, 1, ,
BUSI-1005, Introduction to Business Processes, 3, ,
Level 2
Take all of the following Mandatory Courses:
Group 1
FINA-1025, Individual Taxation, 3, ,
MATH-1057, Mathematics of Finance Accounting, 4, ,
FINA-1040, Consumer Credit, 3, ,
FINA-1053, Mutual Funds in Canada, 4, ,
FINA-1062, Financial Planning, 4, ,
Group 2
Take ECON-1019 or ECON-1005
ECON-1019, Contemporary Issues in Economics, 3, ,
ECON-1005, Economics 2, 3, ,
Level 3
Gen Ed - Take a 3 credit General Education elective course.
Take all of the following Mandatory Courses:
Group 1
FINA-3032, Investment in Canada, 4, ,
INSR-3014, Life & Health Insurance Planning, 4, ,
COMM-3020, Professional Communication, 3, ,
FINA-1013, Retirement Planning, 3, ,
Group 2
Students will be enrolled in one of the following courses:
BUSI-1068 or INNV-1001
BUSI-1068, Effective Meetings & Presentations, 3, ,
INNV-1001, Innovation Applications, 3, ,
Level 4
Take all of the following Mandatory Courses:
LAWS-3063, Ethics Compliance & Law, 3, ,
FINA-1012, Risk Management & Estate Planning, 3, ,
FINA-3041, Portfolio Management, 4, ,
FINA-3036, Comprehensive Financial Plan, 3, ,
MGMT-3059, Strategic Client Engagement, 4, ,
FINA-3030, Tax Planning, 3, ,
Graduates of the Business - Finance program are prepared to enter the financial services sector in many fields, including banking, credit management, wealth management, life insurance, investments and financial planning. Graduates are suited to a variety of entry-level positions or may advance into the following: sales representative, customer service representative, insurance advisor, investment advisor, financial planner or retirement planners.
Insurance/year: 835.98 CAD
