If interested in this program, you must enrol in Accounting and Finance (ACF) and transfer to Business Administration - Accounting & Financial Planning (AFP) in semester 4.
This three-year advanced diploma program provides you with a foundation in accounting and a specialization in financial planning. As a student in this program, along with accounting, finance, tax and audit knowledge, you will develop insurance, estate, tax and retirement planning skills while working with spreadsheets, financial planning and accounting software.
Note: You must complete Introduction to Financial Planning before semester 5.
|Students meeting all academic requirements may have the opportunity to complete an optional co-op work term(s) in a formal work environment. In most cases the work term(s) is a full-time paid position completed between two academic semesters. In programs with limited co-op opportunities, additional academic requirements and a passing grade on a communication assessment may be required for eligibility. Eligibility for participation does not guarantee a work position will be secured. Additional fees are required for those participating in the optional co-op stream regardless of success in securing a work position.|
|Year 3||Semester 5||Work Term||Semester 6|
|Year 3||Semester 5||Semester 6|
As a graduate of this program, you may pursue future career options within:
Throughout this program you will develop the following skills:
Accounting and Finance:
During the course of this program, at an additional cost, you will have the opportunity to write the Canadian Securities Course (CSC)® exams to be eligible for a securities license. In addition, as a graduate of AFP, you will be qualified to challenge the Certified Financial Planner (CFP)® FPSC Level 1 Examination in Financial Planning.
AFP is an approved educational path to the Personal Financial Planner (PFP®) designation. It prepares students to write the Applied Financial Planning Certification examination which is necessary to obtain the Personal Financial Planner (PFP®) designation. Students successfully completing this Canadian Securities Institute (CSI)® approved educational path who wish to receive the Personal Financial Planner (PFP®) designation must also meet the three-year work experience requirements to be eligible for PFP® licensing. .
As an approved PFP® Learning Path, AFP graduates are also eligible to apply for their Certificate in Financial Services Advice (CFSA)® from the CSI®.
Within the School of Accounting and Financial Services, the CPA policy of a ten-year course currency is applied as part of the Seneca Life of a Credit (academic policy). Credits completed more than 10 years prior to an application for transfer credit or equivalency will not be considered.