Business Administration – Finance Program (B130)

2022-20232023-2024
  • Program Name:
    Business Administration – Finance
  • Code: B130
  • Credential:
    Ontario College Advanced Diploma
  • Method of Study:
    Full-time
  • Duration:
    3 years (6 semesters)
  • Centre:
  • School: Accounting & Finance
  • Location: St. James Campus
  • Starting Months: January, September
  • Domestic Tuition:
    $4,537.00 *
  • International Tuition:
    $17,724.00 **
  • Winter 2023 Delivery:
    Semester 1, 2: Online; Semester 3, 4, 5, 6: Choice
  • Spring 2023 Delivery:
    Semester 2, 3, 4, 5, 6: Choice

Compare up to 3 programs

Overview

Program Overview

The Business Administration – Finance advanced diploma program at George Brown College in Toronto provides students with the knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients through the use of technology. People with customer service skills and knowledge of financial planning, call centre operations, investments and risk management are needed in this fast-paced environment.

Full Description

The Business Administration – Finance advanced diploma program provides students with the specialized knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients through the use of technology. People with customer service skills and knowledge of financial planning, call centre operations, investments and risk management are needed in this fast-paced environment.

Upon completion of this program, you will be able to:

  • Help clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as:
    • Financial Management – assess the client’s current and future financial position, based upon their cash flow, budget and net worth.
    • Investment Management – assess the nature of the client’s assets based on their risk tolerance, time horizon and expected rates of return.
    • Retirement Planning – compare the client’s expected lifestyle in retirement to their current retirement assets and planned savings.
    • Tax Planning – assess the client’s current and future tax obligations and strategies employed to minimize or defer taxation.
    • Insurance and Risk Management – manage the client’s exposure to an unexpected financial loss due to death, health issues, property damage and other risks.
    • Estate Planning – assess how the client can meet their objectives upon death in the most efficient and cost-effective manner
  • Prepare a comprehensive financial plan for a client situation, integrating and prioritizing the activities listed above.
  • Have an awareness of all areas of business.

This Centre for Business program is part of our School of Accounting and Finance.

ACBSP Global Business Accreditation logoEarn Your College Credential from a Business School Accredited by ACBSP

George Brown College's Centre for Business programs has earned international recognition from the Accreditation Council for Business Schools and Programs (ACBSP). Centre for Business diplomas, advanced diplomas, and degree programs, 14 in total, have been accredited globally at our Schools of Accounting & Finance, HR, Management, and Marketing. George Brown is now one of only two colleges in Ontario to have earned ACBSP accreditation. 

Program KPIs

PROGRAMYEARGRADUATE EMPLOYMENT (%)GRADUATE SATISFACTION (%)
B1302019-207891
B1302020-218383

Your Field Education Options

This program (B130) is also offered with work experience. Students who wish to apply for Business Administration – Finance with Work Experience should apply to B150. Find out more about Field Education at the Centre for Business.

Program Learning Outcomes

The graduate demonstrates the ability to:

  1. Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
  2. Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
  3. Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
  4. Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
  5. Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
  6. Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
  7. Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
  8. Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
  9. Co-ordinate the planning, implementation, management and evaluation of team projects by applying project management principles.

Courses

Required Courses

In order to graduate from the B130 program, you need to complete a total of 39 courses:

Financial Services: 35 Mandatory courses, 1 Business Elective and 3 General Education Electives.

Financial Planning: 34 Mandatory courses, 2 Business Electives and 3 General Education Electives.

The Mandatory courses for the first 4 semesters are common to all students.  At the end of semester 4, students can choose their Specialization option: Financial Services or Financial Planning.

Depending on the results of your placement tests, you may be required to take COMM1000 (Introduction to College Communication) before progressing to COMM1007. Similarly, you may be required to take MATH1027 (Business Math with Remediation) before progressing to MATH1191.  COMM1000 and MATH1027 do not count towards the 39 courses required for graduation, and you will be charged for these extra courses. Please speak to the Business Office staff if you need any assistance.

General Education Courses (Semester Two, Three and Four):  You must complete 3 General Education courses chosen from at least 2 of the following categories: Social Sciences (GSSC), Arts and Humanities (GHUM) or Science and Technology (GSCI).

Printable Curriculum Planner 2022-2023

SEMESTER 1

CodeCoursesPrerequisite
BUS 1038Business Concepts 1NONE
COMM 1007College EnglishNONE
ECON 1032MacroeconomicsNONE
FIN 1003Financial Systems in CanadaNONE
CMMK 1087Human SkillsNONE
MARK 1020Principles of Marketing INONE
MATH 1191Mathematics of FinanceNONE

SEMESTER 2

CodeCoursesPrerequisite
ACCT 1001Accounting Fundamentals 1NONE
COMP 1010Business Computer Applications INONE
COMM 1034Professional Communications ICOMM 1007
FIN 1011Fundamentals of Financial PlanningNONE
PSY 1129Organizational BehaviourNONE
Select One General Education Elective

SEMESTER 3

CodeCoursesPrerequisite
BUS 1056Business Presentation SkillsCOMM 1007
FIN 1035Retirement PlanningFIN 1011
FIN 2061Canadian Investments INONE
FIN 2035Consumer Behaviours & Financial NeedsMARK 1020
LAW 1011Business and Family LawNONE
STAT 1010Quantitative Methods 1MATH 1191
Select One General Education Elective

SEMESTER 4

CodeCoursesPrerequisite
ACCT 2028Taxation IACCT 1001
FIN 2062Canadian Investments IINONE

FIN 2003

Money Management and SoftwareFIN 1011
FIN 2052Post Retirement & Estate PlanningFIN 1035
FIN 2063Insurance in Financial PlanningNONE
STS 1037Career Planning & DevelopmentNONE
Select One General Education Elective

Financial Services Specialization

SEMESTER 5

CodeCoursesPrerequisite
HRM 1008Fundamentals of Human Resource ManagementNONE
COMP 1115Business Computer Applications IICOMP 1010
FIN 1034Customer ServiceNONE
FIN 3005Call Centre OperationsNONE
MARK 2027Sales Training and Client Mgmt.MARK 1020
MARK 2028Marketing Financial ServicesMARK 1020

SEMESTER 6

CodeCoursesPrerequisite
BUS 1040Project ManagementNONE
BUS 1041Small Business ManagementBUS 1038
FIN 1033Advertising & PromotionMARK 1020
FIN 3007Financial TechnologyNONE
FIN 2033Introduction to Bank Financial ManagementFIN 1003
Select One Business Elective

Financial Planning Specialization

SEMESTER 5

CodeCoursesPrerequisite
FIN 2054Advanced Topic in Financial PlanningFIN 2052
COMP 1115Business Computer Applications IICOMP 1010
FIN 1034Customer ServiceNONE
FIN 2005Income Tax PlanningACCT 2028
MARK 2027Sales Training and Client ManagementMARK 1020
HRM 1008Fundamentals of Human Resource ManagementNONE

SEMESTER 6

CodeCoursesPrerequisite
BUS 1040Project ManagementNONE
BUS 1041Small Business ManagementBUS 1038
FIN 2008Advanced Financial Planning & EthicsFIN 2054
MARK 2028Marketing Financial ServicesMARK 1020
Select Two Business Electives

General Education Electives

Electives

BUSINESS ELECTIVES – FINANCIAL SERVICES SPECIALIZATION

CodeBusiness ElectivesPrerequisite
CMMK 1127The Business Media in CanadaCOMM 1034
COMP 1113Principles of E-BusinessCOMP 1010
ECON 1031MicroeconomicsNONE
HRM 2021CompensationHRM 1008
MARK 2053Negotiation SkillsNONE
ECON 1021Environmental EconomicsECON 1031 or ECON 1032 or ECON 1034
BUS 1067Field EducationBy application only - Contact the Centre for Business Office
MGMT 1035Global Trade AssessmentMARK 1020
HRM 2027Coaching for Effective Performance ManagementHRM 1008
MGMT 3008International Trade FinanceMGMT 1035
STAT 2011Quantitative Methods IISTAT 1010
BUS 3015Applied Business PlanningACCT 1001, MATH 1021, HRM 1008 & MARK 1020
CMMK 1114Business Research & Report WritingCOMM 1034
CMMK 1156Talking BusinessCOMM 1034

BUSINESS ELECTIVES – FINANCIAL PLANNING SPECIALIZATION

CodeBusiness ElectivesPrerequisite
COMP 1113Principles of E-BusinessCOMP 1010
ECON 1031MicroeconomicsNONE
FIN 1033Advertising & PromotionMARK 1020
MARK 2053Negotiation SkillsNONE
MGMT 3008International Trade FinanceMGMT 1035
BUS 3015Applied Business PlanningACCT 1001, MATH1021, HRM 1008 & MARK 1020
ECON 1021Environmental EconomicsECON 1031 or ECON 1032 or ECON 1034
BUS 1067Field EducationBy application only – contact the Centre for Business Office
MGMT 1035Global Trade AssessmentMARK 1020

Articulation Agreement

George Brown College has agreements with several universities in Canada, the United States and abroad that may give you credit for your college diploma.

Career & Postgraduate Study Opportunities

Career Options

In this program, students obtain the knowledge and skills necessary to pursue careers in the financial services sector. Graduates of the program have found employment as:

  • financial advisor/planner
  • financial services representative
  • customer service representative
  • investment advisor

Educational Pathways

Graduates of the Business Administration – Finance advanced diploma may be eligible for advanced standing in the Honours Bachelor of Commerce (Financial Services) program.

Related Credentials and Certifications

Graduates of this program may wish to pursue other credentials or certifications in the financial services sector.

Qualified Associate Financial Planner(QAFP®) designation may be obtained through FP Canada.

Certified Financial Planner (CFP®) designation may be obtained through FP Canada.

Note: A degree requirement is being introduced to be eligible to become a CFP professional; visit the FP Canada website for more information. If you wish to pursue a degree, see the Future Study section above.

Canadian Securities Course (CSC) may be obtained through the Canadian Securities Institute.

Life License Qualification Program (LLQP) may be obtained through Oliver’s Learning (or another approved provider) followed by the Provincial Licensing exam.

Note: The requirements for each designation/certification are set by the granting body, not George Brown College. In order to qualify for any of these designations/certifications, you need to follow the process listed on its website and meet all the requirements applicable to you.

Business Administration – Finance students may be eligible for advanced standing in the Honours Bachelor of Commerce (Financial Services) program at George Brown.

For information on additional future study options, see our transfer guide.

Tuition and Fees

Domestic Tuition

$4,537.00 *

International Tuition

$17,724.00 **

Additional Costs

* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2021. Fees are subject to change for programs starting in Fall 2022 at later dates.

** Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2022. Fees are subject to change for programs starting in Fall 2023 and at later dates.

The program teaches the curriculum required to prepare to write industry-credentialing exams. These include:

  • Canadian Securities Course I and II (CSC I and CSC II)
  • Qualified Associate Financial Planner (QAFP®) Exam
  • Certified Financial Planner® (CFP®) Exam (Note: A degree requirement is being introduced to be eligible to become a CFP Professional; visit the FP Canada website for more info. If you wish to pursue a degree, please see the Future Studies section below.)
  • Life License Qualification Program (LLQP)
  • an Approved LLQP training course
  • LLQP Provincial Examination

Fees for external exams are not included and are an additional cost to this program. Students or graduates should visit the following websites for information regarding exam dates and fees:

International Students

Visit the International Fees and Related Costs page for more information. 

Financial Assistance

This program is approved for OSAP funding, provided the applicant meets OSAP eligibility criteria.

Disclaimer: The information contained in this website is subject to change without notice. It should not be viewed as a representation, offer or warranty. Students are responsible for verifying George Brown College fee requirements.

How to Qualify and Apply

Admission Requirements

Applicants are selected on the basis of their academic achievement, including the required courses, and any other selection criteria outlined below.

  • Ontario Secondary School Diploma or equivalent**
  • Grade 12 English (C or U)
  • Grade 11 Math (C, M or U) or grade 12 (C or U)

** Mature student status (19 years of age or older and no OSSD)

Mature students may take the Admissions Assessment for English and math, OR may consider upgrading to achieve the credit(s) needed in English and math.

Please note that George Brown is committed to ensuring that applicants will succeed in their program of choice and meeting the minimum requirements does not guarantee admission to the program. Applicants may be required to have grades higher than the minimum requirements stated.

Course Exemptions

Some college and university credits may qualify you for exemptions. Please visit our transfer guide for more information.

English Language Proficiency

Proficiency in English communications is necessary for success in this programs. Please review our English proficiency requirements.

International Students

Visit the International Admissions page for more information regarding country specific admission requirements.  

How to Apply

Domestic students should apply through Ontario Colleges.

International Students

Visit the How to Apply page for more information on how and when to apply. 

International students should apply through the George Brown College Online Application System.

Contact Us

Information Sessions

On-campus information sessions are held on a regular basis. Come and have your questions answered. Learn about the program content and career options, meet your friendly professors and staff, and experience what it is like to be in a George Brown College classroom. Sign up for an upcoming session.

Domestic Student Admissions

For inquiries about domestic admission requirements, admission deadlines, or the admissions process, please contact the Admissions Office at admissions@georgebrown.ca or visit the Admissions section.

International Student Admissions

Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page.

Fees and Financial Information

For inquiries about OSAP, Bursaries, Scholarships and other financial inquiries, please contact the Financial Aid Office at FinAid@georgebrown.ca or visit the Financial Aid section.

Entry Advising

For advice on the various program options and which program might be best suited for you, make an appointment to see an Entry Advisor. Please review these frequently asked questions.

Centre for Business

For questions regarding programs at the Centre for Business or if you require more information, please do not hesitate to contact us. Our knowledgeable staff are available to assist you.

For general inquiries, please contact the Centre for Business:
Email: business@georgebrown.ca
Phone: (416) 415-5000 ext. 2160

Business Administration – Finance (B130/B150)

For inquiries related to this program (for example, course-specific information) please contact one of the program co-ordinators:

Tracey Britt, Program Co-ordinator
Email: tbritt1@georgebrown.ca

or

Carolyn Fallis, Program Co-ordinator
Email: cfallis@georgebrown.ca

Sam Levy, Chair, School of Accounting and Finance
Email: Sam.Levy@georgebrown.ca

International Students

Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page

Visit Our Campus

This program is offered out of our School of Accounting and Finance and classes take place at our St. James Campus, predominantly at 200 King St. E., and 290 Adelaide St. E., Toronto, Ontario, Canada.

Campus tours are offered on a regular basis. Sign up for a campus tour today! You can also check out our virtual tour.

Social Channels:

Follow the Centre for Business on Instagram and LinkedIn.

Sign up and learn more about your options, our programs, and life at George Brown.

Business Administration – Finance Program (B130)

2022-20232023-2024
  • Program Name:
    Business Administration – Finance
  • Code: B130
  • Credential:
    Ontario College Advanced Diploma
  • Method of Study:
    Full-time
  • Duration:
    3 years (6 semesters)
  • Centre:
  • School: Accounting & Finance
  • Location: St. James Campus
  • Starting Months: January, September
  • Domestic Tuition:
    $4,479.00 *
  • Winter 2022 Delivery:
    Semester 1, 2, 3, 4, 5, 6: Online
  • Spring 2022 Delivery:
    Semester 2, 3, 4, 5, 6: Choice

Compare up to 3 programs

Overview

Program Overview

The Business Administration – Finance advanced diploma program at George Brown College in Toronto provides students with the knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients through the use of technology. People with customer service skills and knowledge of financial planning, call centre operations, investments and risk management are needed in this fast-paced environment.

Full Description

The Business Administration – Finance advanced diploma program provides students with the knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients through the use of technology. People with customer service skills and knowledge of financial planning, call centre operations, investments and risk management are needed in this fast-paced environment.

Upon completion of this program, you will be able to:

  • Help clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as:
    • Financial Management – assess the client’s current and future financial position, based upon their cash flow, budget and net worth.
    • Investment Management – assess the nature of the client’s assets based on their risk tolerance, time horizon and expected rates of return
    • Retirement Planning – compare the client’s expected lifestyle in retirement to their current retirement assets and planned savings
    • Tax Planning – assess the client’s current and future tax obligations and strategies employed to minimize or defer taxation
    • Insurance and Risk Management – manage the client’s exposure to an unexpected financial loss due to death, health issues, property damage and other risks.
    • Estate Planning – assess how the client can meet their objectives upon death in the most efficient and cost-effective manner
  • Prepare a comprehensive financial plan for a client situation, integrating and prioritizing the activities listed above

This Centre for Business program is part of our School of Accounting and Finance.

Accreditation

ACBSP Candidate for Accreditation

Your Field Education Options

This program (B130) is also offered with work experience. Students who wish to apply for Business Administration – Finance with Work Experience should apply to B150. Find out more about Field Education at the Centre for Business.

Program Learning Outcomes

The graduate has reliably demonstrated the ability to:

  1. Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
  2. Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
  3. Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
  4. Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
  5. Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
  6. Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
  7. Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
  8. Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
  9. Co-ordinate the planning, implementation, management and evaluation of team projects by applying project management principles.

Courses

Required Courses

In order to graduate from the B130 program, you need a total of 39 courses:

 

Financial Services

34 Mandatory courses, 1 Business Elective, 1 Mandatory General Education course and 3 General Education Electives.

Financial Planning

33 Mandatory courses, 2 Business Electives, 1 Mandatory General Education course and 3 General Education Electives.

The Mandatory courses for the first 4 semesters are common to all students. At the end of semester 4, students can choose their Specialization option: Financial Services or Financial Planning.

Depending on the results of your placement tests, you may be required to take COMM 1003 (English Skills)* or CESL 1003 (English Skills-ESL)* before progressing to COMM 1007. Similarly, you may be required to take MATH 1027 (Business Math with Remediation) before progressing to MATH 1191. COMM1003/CESL1003* and MATH 1027 do not count towards the 38 courses required for graduation, and you will be charged for these extra courses. Please speak to the Business Office staff if you need any assistance.

General Education Courses (Semester Two, Three, and Four): You must complete 4 General Education courses. 1 mandatory ("Successful Social Relations" - GHUM 1087) and 3 chosen from at least 2 of the following categories: Social Sciences (GSSC), Arts and Humanities (GHUM) or Science and Technology (GSCI).

You are required to make up any failed or dropped courses before you are eligible to graduate. You can make up these courses during the day, and some are offered in the evening through Continuing Education. Please check with the Business Office staff to ensure that the continuing education courses are equivalent to what is taught in the full-time program. Note that some courses may not be offered in every semester. Our staff can assist you in any special timetable requirements you may have.

*COMM1003/CESL1003 courses will be replaced by COMM1000 Introduction to College Communication starting with Winter 2022 intake.

Printable Curriculum Planner 2021-2022

SEMESTER 1

CodeCoursesPrerequisite
BUS 1038Business Concepts 1NONE
COMM 1007College EnglishNONE
ECON 1032MacroeconomicsNONE
FIN 1003Financial Systems in CanadaNONE
GHUM1087Successful Social RelationsNONE
MARK 1020Principles of Marketing INONE
MATH 1191Mathematics of FinanceNONE

SEMESTER 2

CodeCoursesPrerequisite
ACCT 1001Accounting Fundamentals 1NONE
COMP 1010Business Computer Applications INONE
COMM 1034Professional Communications ICOMM 1007
FIN 1011Fundamentals of Financial PlanningNONE
PSY 1129Organizational BehaviourNONE
Select One General Education Elective

SEMESTER 3

CodeCoursesPrerequisite
BUS 1056Business Presentation SkillsCOMM 1007
FIN 1035Retirement PlanningFIN 1011
FIN 2061Canadian Investments INONE
FIN 2035Consumer Behaviours & Financial NeedsMARK 1020
LAW 1011Business and Family LawNONE
STAT 1010Quantitative Methods 1MATH 1191
Select One General Education Elective

SEMESTER 4

CodeCoursesPrerequisite
ACCT 2028Taxation IACCT 1001
FIN 2062Canadian Investments IINONE

FIN 2003

Money Management and SoftwareNONE
FIN 2052Post Retirement & Estate PlanningFIN 1035
FIN 2063Insurance in Financial PlanningFIN 1011
STS 1037Career Planning & DevelopmentNONE
Select One General Education Elective

Financial Services Specialization

SEMESTER 5

CodeCoursesPrerequisite
HRM 1008Fundamentals of Human Resource ManagementNONE
COMP 1115Business Computer Applications IICOMP 1010
FIN 1034Customer ServiceNONE
FIN 3005Call Centre OperationsNONE
MARK 2027Sales Training and Client Mgmt.MARK 1020
MARK 2028Marketing Financial ServicesMARK 1020

SEMESTER 6

CodeCoursesPrerequisite
BUS 1040Project ManagementNONE
BUS 1041Small Business ManagementBUS 1038
FIN 1033Advertising & PromotionMARK 1020
FIN 3007Financial TechnologyNONE
FIN 2033Introduction to Bank Financial ManagementFIN 1003
Select One Business Elective

Financial Planning Specialization

SEMESTER 5

CodeCoursesPrerequisite
FIN 2054Advanced Topic in Financial PlanningFIN 2052 and FIN 2063
COMP 1115Business Computer Applications IICOMP 1010
FIN 1034Customer ServiceNONE
FIN 2005Income Tax PlanningACCT 2028
MARK 2027Sales Training and Client ManagementMARK 1020
HRM 1008Fundamentals of Human Resource ManagementNONE

SEMESTER 6

CodeCoursesPrerequisite
BUS 1040Project ManagementNONE
BUS 1041Small Business ManagementBUS 1038
FIN 2008Advanced Financial Planning & EthicsFIN 2054
MARK 2028Marketing Financial ServicesMARK 1020
Select Two Business Electives

General Education Electives

Electives

BUSINESS ELECTIVES - FINANCIAL SERVICES SPECIALIZATION

CodeBusiness ElectivesPrerequisite
CMMK 1127The Business Media in CanadaCOMM 1034
COMP 1113Principles of E-BusinessCOMP 1010
ECON 1031MicroeconomicsNONE
HRM 2021CompensationHRM 1008
MARK 2053Negotiation SkillsNONE
ECON 1021Environmental EconomicsECON 1031 or ECON 1032 or ECON 1034
BUS 1067Field EducationBy application only. Please contact the Centre for Business Office.
MGMT 1035Global Trade AssessmentMARK 1020
HRM 2027Coaching for Effective Performance ManagementHRM 1008
MGMT 3008International Trade FinanceMGMT 1035
STAT 2011Quantitative Methods IISTAT 1010
BUS 3015Applied Business PlanningMARK 1020
CMMK 1114Business Research & Report WritingCOMM 1034
CMMK 1156Talking BusinessCOMM 1034

BUSINESS ELECTIVES - FINANCIAL PLANNING SPECIALIZATION

CodeBusiness ElectivesPrerequisite
COMP 1113Principles of E-BusinessCOMP 1010
ECON 1031MicroeconomicsNONE
FIN 1033Advertising & PromotionMARK 1020
MARK 2053Negotiation SkillsNONE
MGMT 3008International Trade FinanceMGMT 1035
BUS 3015Applied Business PlanningMARK 1020
ECON 1021Environmental EconomicsECON 1031 or ECON 1032 or ECON 1034
BUS 1067Field EducationBy application only. Please contact the Centre for Business Office.
MGMT 1035Global Trade AssessmentMARK 1020

Articulation Agreement

George Brown College has agreements with several universities in Canada, the United States and abroad that may give you credit for your college diploma.

Career & Postgraduate Study Opportunities

Your Career

In this program, students obtain the knowledge and skills necessary to pursue careers in the financial services sector. Graduates of the program have found employment as:

  • Financial Advisor/Planner
  • Financial Services Representative
  • Customer Service Representative
  • Investment Advisor

Educational Pathways

Business Administration – Finance students may be eligible for advanced standing in the Honours Bachelor of Commerce (Financial Services) program at George Brown.

For information on additional future study options, see our transfer guide.

Future Study Options

Graduates of the Business Administration – Finance advanced diploma may be eligible for advanced standing in the Honours Bachelor of Commerce (Financial Services) program.

Related Credentials and Certifications

Graduates of this program may wish to pursue other credentials or certifications in the financial services sector.

Qualified Associate Financial Planner(QAFP®) designation may be obtained through FP Canada.

Certified Financial Planner (CFP®) designation may be obtained through FP Canada.

Note: A degree requirement is being introduced to be eligible to become a CFP professional; visit the FP Canada website for more information. If you wish to pursue a degree, see the Future Study section above.

Canadian Securities Course (CSC) may be obtained through the Canadian Securities Institute.

Life License Qualification Program (LLQP) may be obtained through Oliver’s Learning (or another approved provider) followed by the Provincial Licensing exam.

Note: The requirements for each designation/certification are set by the granting body, not George Brown College. In order to qualify for any of these designations/certifications, you need to follow the process listed on its website and meet all the requirements applicable to you.

Tuition and Fees

Domestic Tuition

$4,479.00 *

Additional Costs

* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2020. Fees are subject to change for programs starting in Fall 2021 at later dates.

The program teaches the curriculum required to prepare to write industry-credentialing exams. These include:

  • Canadian Securities Course I and II (CSC I and CSC II)
  • Qualified Associate Financial Planner (QAFP®) Exam
  • Certified Financial Planner® (CFP®) Exam (Note: A degree requirement is being introduced to be eligible to become a CFP Professional; visit the FP Canada website for more info. If you wish to pursue a degree, please see the Future Studies section below.)
  • Life License Qualification Program (LLQP)
  • An Approved LLQP training course
  • LLQP Provincial Examination

Fees for external exams are not included and are an additional cost to this program. Students or graduates should visit the following websites for information regarding exam dates and fees:

International Students

Visit the International Fees and Related Costs page for more information. 

Financial Assistance

This program is approved for OSAP funding, provided the applicant meets OSAP eligibility criteria.

Disclaimer: The information contained in this website is subject to change without notice. It should not be viewed as a representation, offer or warranty. Students are responsible for verifying George Brown College fee requirements.

How to Qualify and Apply

Admission Requirements

Applicants are selected on the basis of their academic achievement, including the required courses, and any other selection criteria outlined below.

  • Ontario Secondary School Diploma or equivalent**
  • Grade 12 English (C or U)
  • Grade 11 Math (C, M or U) or Grade 12 (C or U)

** Mature Student status (19 years of age or older and no OSSD)

Mature Students may take the Admissions Assessment for English and Math, OR may consider upgrading to achieve the credit(s) needed in English and Math.

Please note that George Brown is committed to ensuring that applicants will succeed in their program of choice and meeting the minimum requirements does not guarantee admission to the program. Applicants may be required to have grades higher than the minimum requirements stated.

Course Exemptions

Some college and university credits may qualify you for exemptions. Please visit our transfer guide for more information.

English Language Proficiency

Proficiency in English communications is necessary for success in this programs. Please review our English proficiency requirements.

International Students

Visit the International Admissions page for more information regarding country specific admission requirements.  

How to Apply

Domestic students should apply through Ontario Colleges.

International Students

Visit the How to Apply page for more information on how and when to apply. 

International students should apply through the George Brown College Online Application System.

Contact Us

Information Sessions

On-campus information sessions are held on a regular basis. Come and have your questions answered. Learn about the program content and career options, meet your friendly professors and staff, and experience what it is like to be in a George Brown College classroom. Sign up for an upcoming session.

Domestic Student Admissions

For inquiries about domestic admission requirements, admission deadlines, or the admissions process, please contact the Admissions Office at admissions@georgebrown.ca or visit the Admissions section.

International Student Admissions

Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page.

Fees and Financial Information

For inquiries about OSAP, Bursaries, Scholarships and other financial inquiries, please contact the Financial Aid Office at FinAid@georgebrown.ca or visit the Financial Aid section.

Entry Advising

For advice on the various program options and which program might be best suited for you, make an appointment to see an Entry Advisor. Please review these frequently asked questions.

Centre for Business

For questions regarding programs at the Centre for Business or if you require more information, please do not hesitate to contact us. Our knowledgeable staff are available to assist you.

For general inquiries, please contact the Centre for Business:
Email: business@georgebrown.ca
Phone: (416) 415-5000 ext. 2160

Business Administration – Finance (B130/B150)

For inquiries related to this program (for example, course-specific information) please contact one of the Program Co-ordinators:

Tracey Britt, Program Co-ordinator
Email: tbritt1@georgebrown.ca

or

Carolyn Fallis, Program Co-ordinator
Email: cfallis@georgebrown.ca

Sam Levy, Chair, School of Accounting and Finance
Email: Sam.Levy@georgebrown.ca

International Students

Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page

Visit Our Campus

This program is offered out of our School of Accounting and Finance and classes normally take place at our St. James Campus, predominantly at 200 King St. E., and 290 Adelaide St. E., Toronto, ON, Canada, however for the winter 2022 term, classes will be held at our Casa Loma Campus.

Campus tours are offered on a regular basis. Sign up today! You can also check out our virtual tour.

 

Social Channels:

Follow the Centre for Business on Instagram and LinkedIn

Sign up and learn more about your options, our programs, and life at George Brown.

Business Administration – Finance Program (B130)

2022-20232023-2024
  • Program Name:
    Business Administration – Finance
  • Code: B130
  • Credential:
    Ontario College Advanced Diploma
  • Method of Study:
    Full-time
  • Duration:
    3 years (6 semesters)
  • Centre:
  • School: Accounting & Finance
  • Location: St. James Campus
  • Starting Months: January, September
  • Domestic Tuition:
    $4,345.00 *

Compare up to 3 programs

Overview

Program Overview

This program is being offered in Winter 2021. Domestic students should apply through Ontario Colleges, and international students can learn more about how to apply.

The Business Administration – Finance advanced diploma program at George Brown College in Toronto provides students with the knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients through the use of technology. People with customer service skills and knowledge of financial planning, call centre operations, investments and risk management are needed in this fast-paced environment.

Full Description

The Business Administration – Finance advanced diploma program provides students with the knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients through the use of technology. People with customer service skills and knowledge of financial planning, call centre operations, investments and risk management are needed in this fast-paced environment.

Upon completion of this program, you will be able to:

  • Help clients take steps to achieve their life goals through an integrated approach to the management of all their financial affairs, including such areas as:
    • Financial Management – assess the client’s current and future financial position, based upon their cash flow, budget and net worth.
    • Investment Management – assess the nature of the client’s assets based on their risk tolerance, time horizon and expected rates of return
    • Retirement Planning – compare the client’s expected lifestyle in retirement to their current retirement assets and planned savings
    • Tax Planning – assess the client’s current and future tax obligations and strategies employed to minimize or defer taxation
    • Insurance and Risk Management – manage the client’s exposure to an unexpected financial loss due to death, health issues, property damage and other risks.
    • Estate Planning – assess how the client can meet their objectives upon death in the most efficient and cost-effective manner
  • Prepare a comprehensive financial plan for a client situation, integrating and prioritizing the activities listed above

This Centre for Business program is part of our School of Accounting and Finance.

Accreditation

ACBSP Candidate for Accreditation

Your Field Education Options

This program (B130) is also offered with work experience. Students who wish to apply for Business Administration – Finance with Work Experience should apply to B150. Find out more about Field Education at the Centre for Business.

Program Learning Outcomes

The graduate has reliably demonstrated the ability to:

  1. Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
  2. Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
  3. Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
  4. Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
  5. Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
  6. Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
  7. Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
  8. Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
  9. Co-ordinate the planning, implementation, management and evaluation of team projects by applying project management principles.

Courses

Required Courses

In order to graduate from the B130 program, you need a total of 38 courses. 33 Mandatory courses, 2 Business Electives, and 3 General Education Electives.

The Mandatory courses for the first 4 semesters are common to all students. At the end of semester 4, students can choose their Specialization option: Financial Services or Financial Planning.

Depending on the results of your placement tests, you may be required to take COMM 1003 (English Skills) or CESL 1003 (English Skills-ESL) before progressing to COMM 1007. Similarly, you may be required to take MATH1027 (Business Math with Remediation) before progressing to MATH 1021. COMM1003/CESL 1003 and MATH 1027 do not count towards the 38 courses required for graduation, and you will be charged for these extra courses. Please speak to the Business Office staff if you need any assistance.

General Education Courses (Semester Two, Three, and Four): You must complete 4 General Education courses. 1 mandatory ("Successful Social Relations" - GHUM 1087) and 3 chosen from at least 2 of the following categories: Social Sciences (GSSC), Arts and Humanities (GHUM) or Science and Technology (GSCI).

You are required to make up any failed or dropped courses before you are eligible to graduate. You can make up these courses during the day, and some are offered in the evening through Continuing Education. Please check with the Business Office staff to ensure that the continuing education courses are equivalent to what is taught in the full-time program. Note that some courses may not be offered in every semester. Our staff can assist you in any special timetable requirements you may have.

Printable Curriculum Planner 2020-2021

SEMESTER 1

semester courses
CodeCoursesPrerequisite
BUS 1038Business Concepts 1NONE
COMM 1007College EnglishNONE
ECON 1032MacroeconomicsNONE
FIN 1003Financial Systems in CanadaNONE
GHUM1087Successful Social RelationsNONE
MARK 1020Principles of Marketing INONE
MATH 1191Mathematics of FinanceNONE

SEMESTER 2

semester courses
CodeCoursesPrerequisite
ACCT 1001Accounting Fundamentals 1NONE
COMP 1010Business Computer Applications INONE
COMM 1034Professional Communications ICOMM 1007
FIN 1011Fundamentals of Financial PlanningNONE
PSY 1129Organizational BehaviourNONE
Select One General Education Elective

SEMESTER 3

semester courses
CodeCoursesPrerequisite
BUS 1056Business Presentation SkillsCOMM 1007
FIN 1035Retirement PlanningFIN 1011
FIN 2061Canadian Investments IFIN 1011
FIN 2035Consumer Behaviours & Financial NeedsMARK 1020
LAW 1011Business and Family LawNONE
STAT 1010Quantitative Methods 1MATH 1021
Select One General Education Elective

SEMESTER 4

semester courses
CodeCoursesPrerequisite
ACCT 2028Taxation IACCT 1001
FIN 2062Canadian Investments IIFIN 1011

FIN 2003

Money Management and SoftwareFIN 1011
FIN 2063Insurance in Financial PlanningFIN 1011
STS 1037Career Planning & DevelopmentNONE
FIN 2052Post Retirement & Estate Planning – Pre-requisiteFIN 1035
Select One General Education Elective

Financial Services Specialization

SEMESTER 5

semester courses
CodeCoursesPrerequisite
HRM 1008Fundamentals of Human Resource ManagementNONE
COMP 1115Business Computer Applications IICOMP 1010
FIN 1034Customer ServiceNONE
FIN 3005Call Centre OperationsNONE
MARK 2027Sales Training and Client Mgmt.MARK 1020
MARK 2028Marketing Financial ServicesMARK 1020

SEMESTER 6

semester courses
CodeCoursesPrerequisite
BUS 1040Project ManagementNONE
BUS 1041Small Business ManagementBUS 1038
FIN 1033Advertising & PromotionMARK 1020
FIN 3007Financial TechnologyNONE
FIN 2033Introduction to Bank Financial ManagementFIN 1003
Select One Business Elective

Financial Planning Specialization

SEMESTER 5

semester courses
CodeCoursesPrerequisite
FIN 2052Post Retirement & Estate Planning – Pre-requisiteFIN 1035
COMP 1115Business Computer Applications IICOMP 1010
FIN 1034Customer ServiceNONE
FIN 2005Income Tax PlanningACCT 2028
MARK 2027Sales Training and Client ManagementMARK 1020
HRM 1008Fundamentals of Human Resource ManagementNONE

SEMESTER 6

semester courses
CodeCoursesPrerequisite
BUS 1040Project ManagementNONE
BUS 1041Small Business ManagementBUS 1038
FIN 2008Advanced Financial Planning & Ethics2005, FIN 2054
MARK 2028Marketing Financial ServicesMARK 1020
Select Two Business Electives

General Education Electives

Electives

BUSINESS ELECTIVES - FINANCIAL SERVICES SPECIALIZATION

semester courses
CodeBusiness ElectivesPrerequisite
CMMK 1127The Business Media in CanadaCOMM 1034
COMP 1113Principles of E-BusinessCOMP 1010
ECON 1031MicroeconomicsNONE
HRM 2021CompensationHRM 1008
MARK 2053Negotiation SkillsNONE
ECON 1021Environmental EconomicsECON 1031 or ECON 1032 or ECON 1034
BUS 1067Field EducationBy application only - applications available in SJC 103 & SJA 313A
MGMT 1018International BusinessMARK 1020
HRM 2027Coaching for Effective Performance ManagementHRM 1008
MGMT 3008International Trade FinanceMGMT 1018
STAT 2011Quantitative Methods IISTAT 1010
BUS 3015Applied Business PlanningACCT 1001, MATH 1021 & HRM 1008
CMMK 1114Business Research & Report WritingCOMM 1034
CMMK 1156Talking BusinessCOMM 1034

BUSINESS ELECTIVES - FINANCIAL PLANNING SPECIALIZATION

semester courses
CodeBusiness ElectivesPrerequisite
COMP 1113Principles of E-BusinessCOMP 1010
ECON 1031MicroeconomicsNONE
FIN 1033Advertising & PromotionMARK 1020
MARK 2053Negotiation SkillsNONE
MGMT 3008International Trade FinanceMGMT 1018
BUS 3015Applied Business PlanningACCT 1001, MATH 1021 & HRM 1008
ECON 1021Environmental EconomicsECON 1031 or ECON 1032 or ECON 1034
BUS 1067Field EducationBy application only - applications available in SJC 103 & SJA 313A
MGMT 1018International BusinessMARK 1020

Articulation Agreement

George Brown College has agreements with several universities in Canada, the United States and abroad that will give you credit for your college diploma.

Career & Postgraduate Study Opportunities

Your Career

In this program, students obtain the knowledge and skills necessary to pursue careers in the financial services sector. Graduates of the program have found employment as:

  • Financial Advisor/Planner
  • Financial Services Representative
  • Customer Service Representative
  • Investment Advisor

Note: While the advanced diploma will help you build many of the skills needed in these roles, further designations or credentials may also be required. To learn more about the career possibilities and educational requirements, you may wish to visit the Toronto Financial Services Alliance website.

Educational Pathways

Business Administration – Finance students may be eligible for advanced standing in the Honours Bachelor of Commerce (Financial Services) program at George Brown.

For information on additional future study options, see georgebrown.ca/transferguide.

Future Study Options

Graduates of the Business Administration – Finance advanced diploma may be eligible for advanced standing in the Honours Bachelor of Commerce (Financial Services) program.

Related Credentials and Certifications

Graduates of this program may wish to pursue other credentials or certifications in the financial services sector.

Qualified Associate Financial Planner(QAFP®) designation may be obtained through FP Canada.

Certified Financial Planner (CFP®) designation may be obtained through FP Canada.

Note: A degree requirement is being introduced to be eligible to become a CFP professional; visit the FP Canada website for more information. If you wish to pursue a degree, see the Future Study section above.

Canadian Securities Course (CSC) may be obtained through the Canadian Securities Institute.

Life License Qualification Program (LLQP) may be obtained through Oliver’s Learning (or another approved provider) followed by the Provincial Licensing exam.

Note: The requirements for each designation/certification are set by the granting body, not George Brown College. In order to qualify for any of these designations/certifications, you need to follow the process listed on its website and meet all the requirements applicable to you.

There are many pathways into the Business Administration - Finance Advanced Diploma B130 program including high school, work and other college or university programs. After graduating from the program, students can go to work, or they can further their education through a graduate certificate, a professional credential or designation, or a college or university degree, including George Brown College's Bachelor of Commerce (Financial Services)

Tuition and Fees

Domestic Tuition

$4,345.00 *

Additional Costs

* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2019. Fees are subject to change for programs starting in Fall 2020 at later dates.

The program teaches the curriculum required to prepare to write industry-credentialing exams. These include:

  • Canadian Securities Course I and II (CSC I and CSC II)
  • Qualified Associate Financial Planner (QAFP®) Exam
  • Certified Financial Planner® (CFP®) Exam (Note: A degree requirement is being introduced to be eligible to become a CFP Professional; visit the FP Canada website for more info. If you wish to pursue a degree, please see the Future Studies section below.)
  • Life License Qualification Program (LLQP)
  • An Approved LLQP training course
  • LLQP Provincial Examination

Fees for external exams are not included and are an additional cost to this program. Students or graduates should visit the following websites for information regarding exam dates and fees:

International Students

Visit the International Fees and Related Costs page for more information. 

Financial Assistance

This program is approved for OSAP funding, provided the applicant meets OSAP eligibility criteria.

Disclaimer: The information contained in this website is subject to change without notice. It should not be viewed as a representation, offer or warranty. Students are responsible for verifying George Brown College fee requirements.

How to Qualify and Apply

Admission Requirements

Applicants are selected on the basis of their academic achievement, including the required courses, and any other selection criteria outlined below.

  • Ontario Secondary School Diploma or equivalent**
  • Grade 12 English (C or U)
  • Grade 11 Math (M or U) or Grade 12 (C or U)

** Mature Student status (19 years of age or older and no OSSD)

Mature Students may take the Admissions Assessment for English and Math, OR may consider upgrading to achieve the credit(s) needed in English and Math.

Please note that George Brown is committed to ensuring that applicants will succeed in their program of choice and meeting the minimum requirements does not guarantee admission to the program. Applicants may be required to have grades higher than the minimum requirements stated.

Course Exemptions

Some college and university credits may qualify you for exemptions. Please visit georgebrown.ca/transferguide for more information.

English Language Proficiency

Proficiency in English communications is necessary for success in this programs.

Please visit georgebrown.ca/englishproficiency for more details

International (Visa) Students

Visit the International Admissions page for more information.

International Students

Visit the International Admissions page for more information regarding country specific admission requirements.  

How to Apply

Domestic students should apply through Ontario Colleges

International Students

Visit the How to Apply page for more information on how and when to apply. 

International students should apply through the George Brown College Online Application System.

Contact Us

Information Sessions

On-campus information sessions are held on a regular basis. Come and have your questions answered. Learn about the program content and career options, meet your friendly professors and staff, and experience what it is like to be in a George Brown College classroom. Sign up for an upcoming session.

Domestic Student Admissions

For inquiries about domestic admission requirements, admission deadlines, or the admissions process, please contact the Admissions Office at admissions@georgebrown.ca or visit the Admissions section.

International Student Admissions

Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page.

Fees and Financial Information

For inquiries about OSAP, Bursaries, Scholarships and other financial inquiries, please contact the Financial Aid Office at FinAid@georgebrown.ca or visit the Financial Aid section.

Entry Advising

For advice on the various program options and which program might be best suited for you, make an appointment to see an Entry Advisor. Please review these frequently asked questions.

Centre for Business

For questions regarding programs at the Centre for Business or if you require more information, please do not hesitate to contact us. Our knowledgeable staff are available to assist you.

For general inquiries, please contact the Centre for Business:
Email: business@georgebrown.ca
Phone: (416) 415-5000 ext. 2160

Business Administration – Finance (B130/B150)

For inquiries related to this program (for example, course-specific information) please contact one of the Program Co-ordinators:

Tracey Britt, Program Co-ordinator

Email: tbritt1@georgebrown.ca

or

Carolyn Fallis, Program Co-ordinator

Email: cfallis@georgebrown.ca

Sam Levy, Chair, School of Accounting and Finance

Email: Sam.Levy@georgebrown.ca

International Students

Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page

Visit Our Campus

This program is offered out of our School of Accounting and Finance and classes take place at our St. James Campus, predominantly at 200 King St. E., and 290 Adelaide St. E., Toronto, ON, Canada.

Campus tours are offered on a regular basis. Sign up today! You can also check out our virtual tour.

Sign up and learn more about your options, our programs, and life at George Brown.

Business Administration – Finance Program (B130)

2022-20232023-2024
  • Program Name:
    Business Administration – Finance
  • Code: B130
  • Credential:
    Ontario College Advanced Diploma
  • Method of Study:
    Full-time
  • Duration:
    3 years (6 semesters)
  • Centre:
  • School: Accounting & Finance
  • Location: St. James Campus
  • Starting Months: January, September
  • Domestic Tuition:
    $4,254.00 *

Compare up to 3 programs

Overview

Program Overview

The Business Administration – Finance advanced diploma program at George Brown College in Toronto provides students with the knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients through the use of technology. People with customer service skills and knowledge of financial planning, call centre operations, investments and risk management are needed in this fast-paced environment.

Full Description

The Business Administration – Finance advanced diploma program provides students with the knowledge and skills to work in the financial services sector. The financial services sector continues to grow and adapt to the needs of clients through the use of technology. People with customer service skills and knowledge of financial planning, call centre operations, investments and risk management are needed in this fast-paced environment.

In this program, you will develop skills in:

  • Investment decision making
  • Analyzing the funds needed upon retirement
  • Applying the rules associated with net income, taxable income, stock options, capital property and income splitting
  • Managing risk through insurance strategies and individual needs

This Centre for Business program is part of our School of Accounting and Finance.

Your Field Education Options

This program (B130) is also offered with work experience. Students who wish to apply for Business Administration – Finance with Work Experience should apply to B150. Find out more about Field Education at the Centre for Business.

Program Learning Outcomes

The graduate has reliably demonstrated the ability to:

  1. Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
  2. Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
  3. Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
  4. Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
  5. Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
  6. Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
  7. Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
  8. Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
  9. Co-ordinate the planning, implementation, management and evaluation of team projects by applying project management principles.

Courses

Required Courses

In order to graduate from the B130 program, you need a total of 38 courses. 33 Mandatory courses, 2 Business Electives, and 3 General Education Electives.

The Mandatory courses for the first 4 semesters are common to all students. At the end of semester 4, students can choose their Specialization option: Financial Services or Financial Planning.

Depending on the results of your placement tests, you may be required to take COMM 1003 (English Skills) or CESL 1003 (English Skills-ESL) before progressing to COMM 1007. Similarly, you may be required to take MATH1027 (Business Math with Remediation) before progressing to MATH 1021. COMM1003/CESL 1003 and MATH 1027 do not count towards the 38 courses required for graduation, and you will be charged for these extra courses. Please speak to the Business Office staff if you need any assistance.

General Education Courses (Semester Two, Three, Four, and Five): You must complete 4 General Education courses. 1 mandatory ("Successful Social Relations" - GHUM 1087) and 3 chosen from at least 2 of the following categories: Social Sciences (GSSC), Arts and Humanities (GHUM) or Science and Technology (GSCI).

You are required to make up any failed or dropped courses before you are eligible to graduate. You can make up these courses during the day, and some are offered in the evening through Continuing Education. Please check with the Business Office staff to ensure that the continuing education courses are equivalent to what is taught in the full-time program. Note that some courses may not be offered in every semester. Our staff can assist you in any special timetable requirements you may have.

Printable Curriculum Planner 2019-2020

SEMESTER 1

semester courses
CodeCoursesPrerequisite
BUS 1038Business Concepts 1NONE
COMM 1007College EnglishNONE
ECON 1032MacroeconomicsNONE
FIN 1003Financial Systems in CanadaNONE
GHUM 1087Successful Social RelationsNONE
MARK 1020Principles of Marketing INONE
MATH 1191Mathematics of FinanceNONE

SEMESTER 2

semester courses
CodeCoursesPrerequisite
ACCT 1001Accounting Fundamentals 1NONE
COMP 1010Business Computer Applications INONE
COMM 1034Professional Communications ICOMM 1007
FIN 1011Fundamentals of Financial PlanningNONE
PSY 1129Organizational BehaviourNONE
Select One General Education Elective

SEMESTER 3

semester courses
CodeCoursesPrerequisite
BUS 1056Business Presentation SkillsCOMM 1007
FIN 1035Retirement PlanningFIN 1011
FIN 2061Canadian Investments IFIN 1011
FIN 2035Consumer Behaviours & Financial NeedsMARK 1020
LAW 1011Business and Family LawNONE
STAT 1010Quantitative Methods 1MATH 1021
Select One General Education Elective

SEMESTER 4

semester courses
CodeCoursesPrerequisite
ACCT 2028Taxation IACCT 1001
FIN 2062Canadian Investments IIFIN 1011
FIN 1040Estate PlanningFIN 1011

FIN 2003

Money Management and SoftwareFIN 1011
FIN 2063Insurance in Financial PlanningFIN 1011
STS 1037Career Planning & DevelopmentNONE
Select One General Education Elective

Financial Services Specialization

SEMESTER 5

semester courses
CodeCoursesPrerequisite
HRM 1008Fundamentals of Human Resource ManagementNONE
COMP 1115Business Computer Applications IICOMP 1010
FIN 1034Customer ServiceNONE
FIN 3005Call Centre Operations - InboundNONE
MARK 2027Sales Training and Client Mgmt.MARK 1020
MARK 2028Marketing Financial ServicesMARK 1020

SEMESTER 6

semester courses
CodeCoursesPrerequisite
BUS 1040

Project Management

 NONE
BUS 1041Small Business ManagementBUS 1038
FIN 1033Advertising & PromotionMARK 1020
FIN 3006Call Centre Operations - OutboundNONE
FIN 2033Introduction to Bank Financial ManagementFIN 1003
Select One Business Elective

Financial Planning Specialization

SEMESTER 5

semester courses
CodeCoursesPrerequisite
FIN 2007Investment PlanningFIN 1011
COMP 1115Business Computer Applications IICOMP 1010
FIN 1034Customer ServiceNONE
FIN 2005Income Tax PlanningACCT 2028
MARK 2027Sales Training ad Client Mgmt.MARK 1020
HRM 1008Fundamentals of Human Resource ManagementNONE

SEMESTER 6

semester courses
CodeCoursesPrerequisite
BUS 1040Project ManagementNONE
BUS 1041Small Business ManagementBUS 1038
FIN 2008Advanced Financial Planning & EthicsFIN 2007
MARK 2028Marketing Financial ServicesMARK 1020
Select Two Business Electives

Detailed course outlines

General Education Electives

Electives

BUSINESS ELECTIVES - FINANCIAL SERVICES SPECIALIZATION

semester courses
CodeBusiness ElectivesPrerequisite
CMMK 1127The Business Media in CanadaCOMM 1034
COMP 1113Principles of E-BusinessCOMP 1010
ECON 1031MicroeconomicsNONE
HRM 2021CompensationHRM 1008
MARK 2053Negotiation SkillsNONE
ECON 1021Environmental EconomicsECON 1031 or ECON 1032 or ECON 1034
BUS 1067Field EducationBy application only - applications available in SJC 103 & SJA 313A
MGMT 1018International BusinessMARK 1020
HRM 2027Coaching for Effective Performance ManagementHRM 1008
MGMT 3008International Trade FinanceMGMT 1018
STAT 2011Quantitative Methods IISTAT 1010
BUS 3015Applied Business PlanningACCT 1001, MATH 1021 & HRM 1008
CMMK 1114Business Research & Report WritingCOMM 1034
CMMK 1156Talking BusinessCOMM 1034

BUSINESS ELECTIVES - FINANCIAL PLANNING SPECIALIZATION

semester courses
CodeBusiness ElectivesPrerequisite
COMP 1113Principles of E-BusinessCOMP 1010
ECON 1031MicroeconomicsNONE
FIN 1033Advertising & PromotionMARK 1020
MARK 2053Negotiation SkillsNONE
MGMT 3008International Trade FinanceMGMT 1018
BUS 3015Applied Business PlanningACCT 1001, MATH 1021 & HRM 1008
ECON 1021Environmental EconomicsECON 1031 or ECON 1032 or ECON 1034
BUS 1067Field EducationBy application only - applications available in SJC 103 & SJA 313A
MGMT 1018International BusinessMARK 1020

Career & Postgraduate Study Opportunities

Your Career

In this program, students obtain the knowledge and skills necessary to pursue careers in the financial services sector. Graduates of the program have found employment as:

  • Financial Advisor/Planner
  • Financial Services Representative
  • Customer Service Representative
  • Investment Advisor

Note: While the advanced diploma will help you build many of the skills needed in these roles, further designations or credentials may also be required. To learn more about the career possibilities and educational requirements, you may wish to visit the Toronto Financial Services Alliance website.

Educational Pathways

Business Administration – Finance students may be eligible for advanced standing in the Honours Bachelor of Commerce (Financial Services) program at George Brown.

For information on additional future study options, see georgebrown.ca/transferguide.

Future Study Options

Graduates of the Business Administration – Finance advanced diploma may be eligible for advanced standing in the Honours Bachelor of Commerce (Financial Services) program.

Designations

Graduates of this program may wish to pursue other designations or credentials in the financial services sector.

The Financial Planning Examination Level 1 is a required step toward obtaining a Certified Financial Planner (CFP®) designation. More information on the CFP® designation and its requirements may be obtained at the Financial Planning Standards Council.

Information on the Canadian Securities Course and licensing requirements can be found at the Canadian Securities Institute website at csi.ca/student/en_ca/home.xhtml.

Note: The requirements for each designation/certification are set by the granting body, not George Brown College. In order to qualify for any of these designations/certifications, you need to follow the process listed on its website and meet all the requirements applicable to you.

Tuition and Fees

Domestic Tuition

$4,254.00 *

Additional Costs

* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2018. Fees are subject to change for programs starting in Fall 2019 and at later dates.

Fees for external exams (Canadian Securities Course I and II, Financial Planning Standards Council Exam Level I) are not included.

Students or graduates should visit the Financial Planning Standards Council website and Canadian Securities Institute website (csi.ca/student/en_ca/home.xhtml) for information regarding exam dates and fees.

Students wishing to become licensed to sell life insurance products in Ontario must complete the following steps:

  1. Apply for and pass (min. 60%) Oliver’s (or approved other) LLQP certification exam.
  2. Within 12 months of completing the certification exam, apply for and pass (min. 60%) the provincial exam.
  3. On passing the provincial exam, a provincial insurance license may be granted if the applicant is sponsored by a qualified company.

LLQP Exam Fees are subject to change and information about these fees needs to be obtained from the institution giving the exam.

International Students

Visit the International Fees and Related Costs page for more information. 

Disclaimer: The information contained in this website is subject to change without notice. It should not be viewed as a representation, offer or warranty. Students are responsible for verifying George Brown College fee requirements.

How to Qualify and Apply

Admission Requirements

Applicants are selected on the basis of their academic achievement, including the required courses, and any other selection criteria outlined below.

  • Ontario Secondary School Diploma or equivalent**
  • Grade 12 English (C or U)
  • Grade 11 Math (M or U) or Grade 12 (C or U)

** Mature Student status (19 years of age or older and no OSSD)

Mature Students may take the Admissions Assessment for English and Math, OR may consider upgrading to achieve the credit(s) needed in English and Math.

Please note that George Brown is committed to ensuring that applicants will succeed in their program of choice and meeting the minimum requirements does not guarantee admission to the program. Applicants may be required to have grades higher than the minimum requirements stated.

Course Exemptions

Some college and university credits may qualify you for exemptions. Please visit georgebrown.ca/transferguide for more information.

English Language Proficiency

Proficiency in English communications is necessary for success in this programs.

Please visit georgebrown.ca/englishproficiency for more details

International (Visa) Students

Visit the International Admissions page for more information.

International Students

Visit the International Admissions page for more information regarding country specific admission requirements.  

How to Apply

Apply To

Domestic students should apply through Ontario Colleges

International Students

Visit the How to Apply page for more information on how and when to apply. 

International students should apply through the George Brown College Online Application System.

Contact Us

Information Sessions

On-campus information sessions are held on a regular basis. Come and have your questions answered. Learn about the program content and career options, meet your friendly professors and staff, and experience what it is like to be in a George Brown College classroom. Sign up for an upcoming session.

Domestic Student Admissions

For inquiries about domestic admission requirements, admission deadlines, or the admissions process, please contact the Admissions Office at admissions@georgebrown.ca or visit the Admissions section.

International Student Admissions

Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page.

Fees and Financial Information

For inquiries about OSAP, Bursaries, Scholarships and other financial inquiries, please contact the Financial Aid Office at FinAid@georgebrown.ca or visit the Financial Aid section.

Entry Advising

For advice on the various program options and which program might be best suited for you, make an appointment to see an Entry Advisor. Please review these frequently asked questions.

Centre for Business

For questions regarding programs at the Centre for Business or if you require more information, please do not hesitate to contact us. Our knowledgeable staff are available to assist you.

For general inquiries, please contact the Centre for Business:
Email: business@georgebrown.ca
Phone: (416) 415-5000 ext. 2160

Business Administration – Finance (B130/B150)

For inquiries related to this program (for example, course-specific information) please contact one of the Program Co-ordinators:

Tracey Britt, Program Co-ordinator

Email: tbritt1@georgebrown.ca

or

Carolyn Fallis, Program Co-ordinator

Email: cfallis@georgebrown.ca

Sam Levy, Chair, School of Accounting and Finance

Email: Sam.Levy@georgebrown.ca

International Students

Contact one of our international recruitment representatives specializing by country of origin by either booking a virtual meeting or submitting an inquiry. For more information visit the International Contact Us page

Visit Our Campus

This program is offered out of our School of Accounting and Finance and classes take place at our St. James Campus, predominantly at 200 King St. E., and 290 Adelaide St. E., Toronto, ON, Canada.

Campus tours are offered on a regular basis. Sign up today! You can also check out our virtual tour.

Sign up and learn more about your options, our programs, and life at George Brown.