Financial Planning

Seneca Polytechnic - Newnham
Canada, Ontario, Toronto

Study location	Canada, Ontario, Toronto
Type	Graduate Certificate, College
Nominal duration	1 year/ 2 semesters, includes a field placement
Study language	English
Course code	FIP

Tuition fee	CA$16,495 per program The fees are for the 2022–2023 academic year and include tuition (CA$14,970), health insurance and ancillary charges. The fees displayed are estimates for two semesters and are subject to change.
Registration fee	CA$390 one-time The registration fee includes the non-refundable application fee (CA$90) and the refundable deposit fee (CA$300). Please REVIEW the EdviseCanada`s fee policy.
Accommodation fee	CA$1,800 per month The above fee is an estimated amount for living expenses for one month. Including the cost of food, rent, transportation and other living expenses (varies depending on your living preferences). Estimated living expenses are to be used as a guide only and are subject to change.

Tuition fee

CA$16,495 per program

The fees are for the 2022–2023 academic year and include tuition (CA$14,970), health insurance and ancillary charges.

The fees displayed are estimates for two semesters and are subject to change.

Registration fee

CA$390 one-time

The registration fee includes the non-refundable application fee (CA$90) and the refundable deposit fee (CA$300).

Please REVIEW the EdviseCanada`s fee policy.

Accommodation fee

CA$1,800 per month

The above fee is an estimated amount for living expenses for one month.

Including the cost of food, rent, transportation and other living expenses (varies depending on your living preferences).
Estimated living expenses are to be used as a guide only and are subject to change.

Entry qualification	Undergraduate Diploma (or higher) To be eligible, you must possess: A bachelor’s degree, or a college diploma Note: Applicants with an equivalent combination of partial post-secondary and at least two years of related work experience may be considered for admission. Relevant resumé and references must be provided. The entry qualification documents are accepted in the following languages: English.

Entry qualification

Undergraduate Diploma (or higher)

To be eligible, you must possess:

A bachelor’s degree, or a college diploma

Note: Applicants with an equivalent combination of partial post-secondary and at least two years of related work experience may be considered for admission. Relevant resumé and references must be provided.

The entry qualification documents are accepted in the following languages: English.

Language requirements	English If you are not coming from a country where English is the primary language, you must provide proof of English proficiency in one of the following ways: IELTS (Academic): Overall score of 6.5 (min Listening: 6.0, min Reading: 6.0, min Writing: 6.0, min Speaking: 6.0) TOEFL (IBT): Total score of 88 (min Reading: 22, min Listening: 22, min Speaking: 22, min Writing: 22) Duolingo English Test (DET): Minimum score of 125 Other accepted language tests

Language requirements

English

If you are not coming from a country where English is the primary language, you must provide proof of English proficiency in one of the following ways:

IELTS (Academic): Overall score of 6.5 (min Listening: 6.0, min Reading: 6.0, min Writing: 6.0, min Speaking: 6.0)

TOEFL (IBT): Total score of 88 (min Reading: 22, min Listening: 22, min Speaking: 22, min Writing: 22)

Duolingo English Test (DET): Minimum score of 125

Other accepted language tests

More information	senecacollege.ca/..grams/fulltime/FIP.html

This eight-month graduate certificate program prepares you to become specialized in one of the fastest-growing sectors in financial services. The curriculum will equip you with a skillset for working in client-facing and behind-the-scenes roles with banks; trust companies; insurance companies; and investment, wealth management and financial planning firms. You will also learn to manage your personal finances, provide financial advice to the public and pursue industry-demanded certifications.

Skills

Throughout this program you will develop the following skills:

communication
critical thinking
financial planning
interpersonal and relationship skills
teamwork and collaboration

Field Placement

To support your learning, a field placement work experience must be completed. This experiential learning opportunity will provide you with the opportunity to apply the knowledge and skills you learned in a financial planning setting, while also gaining valuable work experience.

This experience requires you to engage in a minimum of 140 hours of financial planning-related employment activities, either part-time during your studies or full time at the end of the program. The field placement experience is an unpaid or paid position that is available to students who are in good academic standing with Seneca and who meet all identified requirements prior to participating in the field placement experience. While eligibility for participation does not guarantee that a field placement position will be secured, students are supported every step of the way by Seneca in locating, applying and obtaining a field placement experience with industry partners.

Professional Certifications

Successful completion of this program is the first step in obtaining the following industry certifications and designations that are in high demand:

Canadian Securities Course (CSC®)
Certificate in Financial Services Advice (CFSA)
Personal Financial Planner (PFP®) designation
Qualified Associate Financial Planner™ (QAFP™) designation
Certified Financial Planner (CFP®) designation

Students enrolled in this program have the opportunity to complete the Canadian Securities Course – CSC® — a prerequisite for employment in many areas of the financial services industry. Successful completion of the CSC and this program will allow students to obtain their Certificate in Financial Services Advice.

Graduates of this program will be eligible to proceed to the following steps on the pathways to certification:

step two of three on the pathway to PFP® certification
step two of five on the pathway to QAFP™ certification
step three of six on the pathway to CFP® certification

Pursuing these certifications requires the completion of additional courses, examinations, and/or work experience, all of which involve additional costs.

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