Graduate Certificate in Financial Planning

Seneca Polytechnic - Seneca International Academy

Postgraduate Certificate / Diploma

Canada,Ontario

8 Months

Duration

CAD 17,176/year

Tuition Fee

CAD 90

Application Fee

Apply Date

Canada, Ontario

Type: College

Location Type: Urban

Founded: 1967

Total Students: 45,000 +

Int. Students: 17,000 +

Campus Detail

Main Campus Address

8 The Seneca Way, Markham, ON L3R 5Y1

Graduate Certificate in Financial Planning

Program Overview

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.
Skills
Throughout this program you will develop the following skills:

  • Presentation and communication skills
  • Development of comprehensive client plans
  • Interpersonal skills and emotional intelligence 

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.

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