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Accounting & Financial Services
Diploma of Financial Services - Client Services (FSA)
Diploma of Financial Services - Client Services (FSA)

Diploma of Financial Services - Client Services (FSA)

  • ID:SC010120
  • Level:2-Year Undergraduate Diploma
  • Duration:
  • Intake:

Fees (CAD)

Estimated Total/program:
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Admission Requirements

Entry Requirements

  • Ontario Secondary School Diploma (OSSD), or equivalent, or a mature applicant

  • English: Grade 12 C or U, or equivalent course

  • Mathematics: Grade 12 C or U, or Grade 11 U or M, or equivalent course

English Requirements

  • 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

Course Information

This two-year diploma program equips you to succeed in the growing front–line client service areas of Canada's banking, insurance and investment sectors. You will learn about fundamental business principles and practices as well as specialized courses in financial planning, contact centre operations, mortgage lending and mutual funds.


Throughout this program you will develop the following skills:

  • The collection, analysis and synthesis of information and products for clients

  • Integrated insurance solutions

  • Mortgage brokerage industry

  • Call centre technology

  • Developing and implementing financial strategies

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Semester 1: Offered in Fall

  • ACC106, Accounting I

  • BAM101, Introduction to Business Administration

  • COM101 or COM111, Communicating Across Contexts or Communicating Across Contexts (Enriched)

  • ISC100, Introduction to Seneca Studies

  • MBF100* or MBF101*, Mathematics of Business and Finance or Mathematics of Business and Finance

Semester 2: Offered in Winter

  • ACC212, Financial Analysis

  • FCS240, Foundations of Customer Service

  • MRK108, Introduction to Marketing

  • OBR250, Organizational Behaviour

  • SOC270**, Interpersonal and Intercultural Communications

  • plus: General Education Course

Semester 3: Offered in Fall

  • BUS400, Business Economics

  • CAP500, Career Planning

  • EAC394 or EAC594, Effective Business Writing or Business Communications for the Digital Workplace

  • MAP100, Mortgage Agent Program

  • RFC121, Introduction to Financial Planning and Economics

  • SMS202, Business Computer Applications

  • plus: General Education Course

Semester 4: Offered in Winter

  • CIP011, Principles and Practices of Insurance

  • MGS350, Management Studies: Canadian Business Law

  • RFC127, Call Centre Operations

  • RFC128, Canadian Investment Funds

  • RFC223, Ethics and Marketing of Financial Products

  • 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.
    ** This course will not fulfil a General Education requirement.
    Note: The following course will also not fulfil a General Education requirement: ECN550.

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Pre Courses

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Pathway Courses

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Career Opportunity

Career Opportunity

When you graduate from this program, these are the types of career options that you can explore:

  • Outbound and inbound customer service officer

  • Retail banking officer

  • Customer service representative

  • Mortgage specialist

  • Insurance consultant

Ability to settle

Overseas Student Health Cover

Health Insurance $807.49CAD

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