Ready to learn more?
Next Cohort: Sep 1-May 1
By submitting your email address, you acknowledge and agree to CourseCompare.ca's Terms of Service and Privacy Policy.
Duration
8 months
Tuition
$2,442
Toronto
Sep 1-May 1
Commitment
Full-Time
Delivery
Classroom
Credential
Graduate Certificate
Year Founded
1967
Scholarships
yes
This eight-month graduate certificate program prepares students to become specialized in one of the fastest growing sectors in financial services. The curriculum will equip students 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. Learners will also learn to manage personal finances, provide financial advice to the public and pursue industry-demanded certifications.
What You’ll Learn
- Integrate ethical decision-making processes into all aspects of the financial planning profession.
- Apply recognized financial planning principles and industry standards to the systematic analysis of financial position and requirements.
- Integrate economic and personal information necessary for effective financial planning decisions.
- Compare, contrast, and select, from appropriate financial products and services, investment planning and counseling services for the public according to industry standards, including taxation counseling.
- Effectively market financial products through the development of an inventory of prospective clients, following up with individual sales strategies in pursuit of new and renewal business.
- Research market opportunities and implement a business plan in support of client needs, as well as student career choices.
- Qualify to challenge the Certified Financial Planner (CFP™) and to be fully licensed with the IDA/MFDA.
- Provide recommendations and options to the public for managing risk involving life and health insurance products.
Ready to get started?
Next Cohort: Sep 1-May 1
By submitting your email address, you acknowledge and agree to CourseCompare.ca's Terms of Service and Privacy Policy.
Student Reviews (73)
I successfully completed the first year of the program and started flights during the summer. My flight progress was successful as well. However, I was kicked out from the program because I did not meet the minimum score for pre-requisite Seneca test. ...
Enrolling in the Workplace Safety and Prevention program at Seneca Polytechnic’s King Campus was one of the best decisions I’ve ever made—for both my career and personal growth. If you're even remotely considering a future in health and safety, s...


