About Financial Planning (fip) in Seneca College

About the Program

Banks, credit unions, mutual fund and full service dealers, and insurers need financial experts. In this eight-month graduate certificate program, you will learn about financial products and services. You will also learn to provide advice and develop financial plans based on individual client needs, risk tolerance and other unique circumstances. Additionally, you will work towards earning licenses and designations required by the industry.

Life of a Credit

This program qualifies for Seneca's Life of a Credit policy. This policy will allow you to transfer your credits earned in the past 10 years toward this program.

Skills

Throughout this program you will develop the following skills:

• Presentation and communication skills

• Development of comprehensive client plans

• Interpersonal skills and emotional intelligence 

Work Experience

Work Placement

Gain first-hand experience in the industry with a four-week work placement or industry project that takes place part-time during your studies or full-time at the end of the program.

Your Career

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

• Financial planner

• Investment adviser

• Investment counsellor 

• Personal banking representative

Academic qualification equivalents

When applying to a Seneca degree program you must submit:

• High school transcripts for grades 10, 11 and 12 showing all program specific pre-requisite courses.

• Transcripts must include six (6) senior level courses equivalent to Ontario university preparatory credits with an overall average of 65%.
• High school/secondary school diploma (certificate of completion).
• You may submit transcripts or certificates for any completed university/postsecondary college courses or programs taken inside or outside of Canada.
• Academic records that are in a language other than English must include an official/certified English translation.
• Seneca reserves the right to verify submitted transcripts at any time. For courses and credentials earned inside of Canada, Seneca reserves the right to request original transcripts be sent directly to Seneca from the issuing institution. Applicants will be notified if this is needed.

When applying to a Seneca graduate certificate program you must submit:

• Complete university and college transcripts for all years of study.
• University or college credential (degree, diploma or certificate).
• A credential assessment from a recognized agency such as WES (World Education Services) may be required for some programs. Applicants will be informed by email if this is needed.
• Academic records that are in a language other than English must include an official/certified English translation.
• Seneca reserves the right to verify submitted transcripts at any time. For courses and credentials earned inside of Canada, Seneca reserves the right to request original transcripts be sent directly to Seneca from the issuing institution. Applicants will be informed by email if this is needed.

When applying to a Seneca certificate program and two- or three-year diploma program you must submit:

• High school transcripts for grades 10, 11 and 12 showing all program specific pre-requisite courses.
• High school/secondary school diploma (certificate of completion).
• You may submit transcripts or certificates for any completed university/postsecondary college courses or programs taken inside or outside of Canada.
• Academic records that are in a language other than English must include an official/certified English translation.
• Seneca reserves the right to verify submitted transcripts at any time. For courses and credentials earned inside of Canada, Seneca reserves the right to request original transcripts be sent directly to Seneca from the issuing institution. Applicants will be notified if this is needed.

English language requirements (one of the below):

Degree Programs and Graduate Certificate Programs

• IELTS: Minimum 6.5 with no skill below 6.0
• PTE: Minimum score 60

Certificate Programs, Diploma and Advanced Diploma Programs

• IELTS: Minimum 6.0 with no skill below  5.5
• PTE: Minimum score 58

Seneca College Highlights

Seneca College The Average Tuition Fees And Other Expenses

The cost of living in Canada varies depending on the demands and requirements of the students attending Seneca College. To estimate the cost of things like food, accommodation, transportation, and other expenses, students can look at the table below.