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.

Overview

Program name
Business Administration – Finance
Code
B130
Location
Duration
3 years (6 semesters)
Starting month
September, January
Credential
Ontario College Advanced Diploma
Method of study
FT

Year of Study

Select a year to view.

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Program Availability

Domestic students
Sept. 2019 Open
Jan. 2020 Open
May 2020 N/A
International students
Sept. 2019 Open
Jan. 2020 Opens Mar 2019
May 2020 N/A

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.

B130 - Photo of students

Part Time Study Options

We also offer evening courses and a part-time certificate program in Financial Planning. See the Continuing Education Course Guide at coned.georgebrown.ca.

Your Field Study 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 Standards and 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.

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 2018-2019pdf file

SEMESTER 1

semester courses
CodeCoursesPrerequisite
BUS 1038Business Concepts 1NONE
COMM 1007College EnglishNONE
ECON 1032MacroeconomicsNONE
FIN 1003Financial Systems in CanadaNONE
MATH 1021Mathematics of FinanceNONE
MARK 1020Principles of Marketing INONE

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 2061Canadian Investments IFIN 1011
FIN 2003Money Management & Software ApplicationFIN 1011
FIN 2035Consumer Behaviours & Financial NeedsMARK 1020
MARK 2027Sales Training & Client ManagementMARK 1020
STAT 1010Quantitative Methods 1MATH 1021
GHUM 1087Successful Social RelationsNONE

SEMESTER 4

semester courses
CodeCoursesPrerequisite
FIN 1035Retirement PlanningFIN 1011
ACCT 2028Taxation IACCT 1001
FIN 1034Customer ServiceNONE
FIN 2062Canadian Investments IIFIN 1011
MARK 2028Marketing Financial ServicesMARK 1020
STS 1037Career Planning & DevelopmentNONE
Select One General Education Elective

Financial Services Specialization

SEMESTER 5

semester courses
CodeCoursesPrerequisite
HRM 1008Fundamentals of Human Resource ManagementNONE
LAW 1011Business and Family LawNONE
COMP 1115Business Computer Applications IICOMP 1010
BUS 1040Project ManagementNONE
FIN 3005Call Centre Operations - InboundNONE
Select One General Education Elective

SEMESTER 6

semester courses
CodeCoursesPrerequisite
BUS 1041Small Business ManagementBUS 1038
FIN 1033Advertising & PromotionMARK 1020
FIN 3006Call Centre Operations - OutboundNONE
FIN 2033Introduction to Bank Financial ManagementFIN 1003
Select Two Business Electives

Financial Planning Specialization

SEMESTER 5

semester courses
CodeCoursesPrerequisite
FIN 2007Investment PlanningFIN 1011
FIN 1040Estate Planning FundamentalsFIN 1011
COMP 1115Business Computer Applications IICOMP 1010
HRM 1008Fundamentals of Human Resource ManagementNONE
LAW 1011Business and Family LawNONE
Select One General Education Elective

SEMESTER 6

semester courses
CodeCoursesPrerequisite
BUS 1041Small Business ManagementBUS 1038
FIN 2005Income Tax PlanningFIN 1011
FIN 2008Advanced Financial Planning & EthicsFIN 2007
FIN 2063Insurance In Financial PlanningFIN 1011
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
BUS 1040Project ManagementNONE
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

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 at www.tfsa.ca.

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 website at fpsc.ca.

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.

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)

Educational/Degree Pathway

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.

Tuition

$4,254.00 *

Additional Cost

* 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 (fpsc.ca) 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.

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.

Apply To

Contact Us

Domestic Students 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 web page.

International Student Admissions

For inquiries about international admission requirements, permits and visas, accommodations, or anything specific to international students, please contact the International Centre at International@georgebrown.ca or visit George Brown International.
Phone: (416) 415-5000 ext. 2115

Financials/Fees

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 web page.

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 or choose to book your appointment using the link provided.

  1. Book online:
    Complete and submit the Client Intake Form
  2. Book by phone:
    Entry Advisor: (416) 415-5000, Ext 2949
    Toll Free: 1-800-265-2002
    TTY: 1-877-515-5559

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

Information Sessions

For program specific information and to meet faculty, sign up to attend an information session

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

Elizabeth Speers, Director, Centre for Business, School of Accounting and Finance

Email: espeers@georgebrown.ca

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.

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.

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

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    George Brown College is continually striving to improve its programs and their delivery. The information contained in this calendar 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 admission, graduation, and fee requirements as well as any requirements of outside institutions, industry associations, or other bodies that may award additional designations concurrently with, or after completion of, a George Brown College program.