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Financial Services - Client Services
| Program Code: | FSA |
| Campus: | Newnham |
| Duration: | 4 Semesters (2 Years) |
| Start Dates: | Fall, Start dates are subject to change |
| Credential Awarded: | Ontario College Diploma |
Program Description
The Financial Services – Client Services program equips you to succeed in the growing front–line client service areas of Canada's banking, insurance, and investment sectors. You’ll study the fundamental aspects of business, covering broad business principles and practices, as well as specialized courses in financial planning, contact centre operations, mortgage lending and mutual funds. You’ll also complete the Canadian Investment Funds Course and have the opportunity to qualify for registration for a mutual funds license.
Upon graduation, you’ll be prepared to begin your career in the financial services sector, including banks, insurance, and investment companies, etc.
Admission Requirements
Program Eligibility:
- Ontario Secondary School Diploma with a majority of senior credits at the College Preparation (C), University Preparation (U) or University/College Preparation (M) level or Mature Student Status (age 19 or older)
- Grade 12 English: ENG4(C) or ENG4(U)
- Grade 12 Mathematics: (C) or (U) or Grade 11 Mathematics: (U) or (M)
Applicant Selection:
- Applicant grades in pre–requisite subjects (or their equivalents) may be used as a basis for the selection of candidates.
The Importance of Learning Skills:
Student success in college requires well developed learning skills (such as being able to work independently, participate in a team, be well–organized, develop good work habits, and show initiative). These skills are as important as prior academic achievement. While it is expected that applicants would have developed these skills through previous education and life experiences, Seneca offers support to assist students with further development of these important skills. Seminars, workshops and tutoring are available at Seneca's Learning Centres.
Fees
Your Career
With 223,000+ individuals working in Toronto's financial services sector, it is the third largest concentration of financial services employment in North America, after New York and Chicago. Over 75% of those employed hold post– secondary credentials and represent a third of Canada’s financial sector employment. In the last decade the industry had added more than 62,000 employees in the Toronto region (Source: TFSA). Not surprisingly, the financial services industry has a long history of attracting energetic and ambitious people who are looking for the best career opportunities. The industry is noted for its broad range of career paths, commitment to employee development and compensation structures difficult to find in other sectors of the economy.
As a graduate of the FSA program, you’ll be job–ready for multiple entry points in financial services. You’ll have the credentials sought after by employers and will be suited for roles in the banking, insurance, investments and mutual fund sectors. Your career could span a wide range of fast–paced, rewarding jobs including: Outbound and Inbound Customer Service Officer; Retail Banking Officer; Customer Service Representative, Mortgage Specialist; Insurance Consultant, etc.
Transfer Options With Seneca
The School of Accounting and Financial Services offers seamless transfer to a multitude of degree, diploma and certificate programs, given several common first–year courses in most diploma and certificate programs within the Faculty of Business.
Professional Certification
As part of Seneca's FSA program students will have the opportunity to complete the educational requirements to qualify for registration to sell mutual funds. The educational requirement is 60% minimum on the Canadian Investment Funds (CIFC) exam. All students will need to register for the CIFC course and write the CIFC exam at an additional extra cost as part of their FSA studies.
Diploma to Degree... and Beyond
Through transfer agreements and institution partnerships, graduates of this Seneca College program may be eligible for credit at the following post-secondary institution(s):
Toronto
| University/College | Degrees Available |
|---|---|
| Seneca College | • Bachelor of Commerce, Financial Services Management |
| York University | • Bachelor of Administrative Studies (BAS) |
Canada
| University/College | Degrees Available |
|---|---|
| Royal Roads University | • Bachelor of Commerce in Entrepreneurial Management |
U.S.
| University/College | Degrees Available |
|---|---|
| Davenport University | • BBA – Finance with a Financial Planning Specialty |
CGA Ontario Learning Centre
Grow your accounting and finance skill set in a space dedicated to supporting and engaging Seneca students, whether at the introductory or advanced levels of their accounting studies. Academic support is offered in partnership with the Certified General Accountants of Ontario. Located in the Newnham Campus Learning Centre.

Curriculum
| Semester 1 | Subject Name | Hrs/Wk |
|---|---|---|
| ACC106 | Accounting I | 4 |
| BUS106 | Business - Its Nature and Environment | 4 |
| EAC150 | College English | 3 |
| ICA001 | Introduction to Computers and Applications | 2 |
| QNM106 | Mathematics of Finance | 4 |
| SSC100 | Success Strategies for College | 2 |
| Semester 2 | Subject Name | Hrs/Wk |
| ACC212 | Financial Analysis | 4 |
| FCS240 | Foundations of Customer Service | 3 |
| MRK108 | Introduction to Marketing | 3 |
| OBR250 | Organizational Behaviour | 3 |
| SOC270 | Interpersonal and Intercultural Communications | 3 |
| XXXXXX | General Education Option | 3 |
| Semester 3 | Subject Name | Hrs/Wk |
| BUS400 | Business Economics | 3 |
| CAP500 | Career Planning | 1 |
| EAC394 | Effective Business Writing | 3 |
| MAP100 | Mortgage Agent Program | 3 |
| RFC121 | Introduction to Financial Planning and Economics | 4 |
| SMS202 | Microcomputer Business Applications II | 3 |
| XXXXXX | General Education Option | 3 |
| Semester 4 | Subject Name | Hrs/Wk |
| CIP011 | Principles and Practices of Insurance | 4 |
| MGS350 | Management Studies: Canadian Business Law | 4 |
| RFC126 | Canadian Investment Funds | 2 |
| RFC223 | Ethics and Marketing of Financial Products | 3 |
| RFC302 | Call Centre Operations | 4 |
| XXXXXX | General Education Option | 3 |
Contact Us
| Student Advisor: | Pana Mitusev Telephone: (416) 491-5050 Ext. 26216 Email: Pana.Mitusev@senecacollege.ca |
| Program Coordinator: | To Be Announced |
| Associate Chair: | Jeff McCarthy Telephone: (416) 491-5050 Ext. 26722 Email: Jeff.McCarthy@senecacollege.ca |
| Program Chair: | Karen Murkar Telephone: (416) 491-5050 Ext. 22337 Email: Karen.Murkar@senecacollege.ca |
| Admissions Advisors: | |
| Domestic Admissions Advisor: | Salaha Fatima Telephone: (416) 491-5050 Ext. 22127 Email: Salaha.Fatima@senecacollege.ca |
| International Admissions Advisor: | Susan Gao Telephone: (416) 491-5050 Ext. 22365 Email: Susan.Gao@senecacollege.ca |
| Registration & Records Advisor: | Joan Chong Telephone: (416) 491-5050 Ext. 26199 Email: Joan.Chong@senecacollege.ca |

