Business Administration – Finance Program (with work experience) (B150)
- Program Name: Business Administration – Finance
- Code: B150
- Credential: Ontario College Advanced Diploma
- Method of Study: Full-time
- Duration: 3 years (6 semesters in class, 2 semesters work experience)
- Centre:
- School: Accounting & Finance
- Location: St. James Campus
- Starting Months: January, September
- Domestic Tuition: $4,771.00 * †
- International Tuition: $18,334.00 * †
- Experiential Learning:
Work Experience (Co-op or Internship) Required
- Fall 2023 Delivery: Semester 1, 2, 3, 4, 5, 6: On Campus
Compare up to 3 programs
Overview
Program Overview
The Business Administration – Finance (with work experience) 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 (B150) is part of our School of Accounting and Finance and is offered with work experience. Students wishing to apply for Business Administration – Finance without work experience should apply to B130.
Earn 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
| PROGRAM | YEAR | GRADUATE EMPLOYMENT (%) | GRADUATE SATISFACTION (%) |
|---|---|---|---|
| B150 | 2019-20 | 78 | 91 |
| B150 | 2020-21 | 83 | 83 |
Your Field Education Options
Work experience (co-op and internship): This program requires the successful completion of two semesters of work experience to graduate. This work experience is either co-op (paid) or internship (unpaid). Either one will give you the practical experience employers value.
George Brown works with employers and industry partners to identify potential work experience opportunities. Students are also strongly encouraged to pursue self-directed industry work experience opportunities they believe will provide the learning experiences they value and meet the learning outcomes of the program.
This valuable work experience can, in turn, be added to your resumé.
Read more detailed information on Field Education.
Program Learning Outcomes
The graduate demonstrates the ability to:
- Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
- Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
- Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
- Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
- Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
- 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 B150 program, you need a total of 40 courses and to complete 2 Work Experience terms. Work Experience term can be Co-op Internship or Academic (simulation, consulting or research projects).
FINANCIAL SERVICES
- 36 Mandatory courses, 1 Business Elective and 3 General Education Electives.
FINANCIAL PLANNING
- 35 Mandatory courses, 2 Business Electives and 3 General Education Electives.
The mandatory courses for the first four 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 1000 (Introduction to College Communication) before progressing to COMM 2000. Similarly, you may be required to take MATH 1027 (Business Math with Remediation) before progressing to MATH 1191. COMM 1000 and MATH 1027 do not count toward the 40 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 (semesters 2, 3 and 4): You must complete three General Education courses chosen from at least two 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.
SEMESTER 1
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1038 | Business Concepts 1 | NONE |
| COMM 2000 | Communicating Across Contexts | NONE |
| ECON 1032 | Macroeconomics | NONE |
| FIN 1003 | Financial Systems in Canada | NONE |
| CMMK 1087 | Human Skills | NONE |
| MARK 1020 | Principles of Marketing I | NONE |
| MATH 1191 | Mathematics of Finance | NONE |
SEMESTER 2
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 1001 | Accounting Fundamentals 1 | NONE |
| COMP 1010 | Business Computer Applications I | NONE |
| COMM 1034 | Professional Communications I | COMM 2000 |
| FIN 1011 | Fundamentals of Financial Planning | NONE |
| PSY 1129 | Organizational Behaviour | NONE |
| Select One General Education Elective | ||
SEMESTER 3
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1056 | Business Presentation Skills | COMM 1007 |
| FIN 1035 | Retirement Planning | FIN 1011 |
| FIN 2061 | Canadian Investments I | NONE |
| FIN 2035 | Consumer Behaviours & Financial Needs | MARK 1020 |
| LAW 1011 | Business and Family Law | NONE |
| STAT 1010 | Quantitative Methods 1 | MATH 1191 |
| BUS 1000 | Work Experience Prep Course* | COMM 1007 & 3.0 GPA |
| Select One General Education Elective | ||
* This course is mandatory only for students taking the Work Experience Option (B150)
SEMESTER 4
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 2028 | Taxation I | ACCT 1001 |
| FIN 2062 | Canadian Investments II | NONE |
| FIN 2003 | Money Management and Software | FIN 1011 |
| FIN 2052 | Post Retirement & Estate Planning | FIN 1035 |
| FIN 2063 | Insurance in Financial Planning | NONE |
| STS 1037 | Career Planning & Development | NONE |
| Select One General Education Elective | ||
Financial Services Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 3005 | Call Centre Operations | NONE |
| MARK 2027 | Sales Training and Client Management | MARK 1020 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| FIN 3007 | Financial Technology | NONE |
| FIN 2033 | Introduction to Bank Financial Management | FIN 1003 |
| Select One Business Elective | ||
Financial Planning Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| FIN 2054 | Advanced Topic in Financial Planning | FIN 2052 and FIN 2063 |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 2005 | Income Tax Planning | ACCT 2028 |
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| MARK 2027 | Sales Training and Client Management | MARK 1020 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 2008 | Advanced Financial Planning & Ethics | FIN 2054 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
| Select Two Business Electives | ||
Electives
BUSINESS ELECTIVES – FINANCIAL SERVICES SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| CMMK 1127 | The Business Media in Canada | COMM 1034 |
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| HRM 2021 | Compensation | HRM 1008 |
| MARK 2053 | Negotiation Skills | NONE |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1035 | Global Trade Assessment | MARK 1020 |
| HRM 2027 | Coaching for Effective Performance Management | HRM 1008 |
| MGMT 3008 | International Trade Finance | MGMT 1035 |
| STAT 2011 | Quantitative Methods II | STAT 1010 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1191, HRM 1008 & MARK 1020 |
| CMMK 1114 | Business Research & Report Writing | COMM 1034 |
| CMMK 1156 | Talking Business | COMM 1107 |
BUSINESS ELECTIVES – FINANCIAL PLANNING SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| MARK 2053 | Negotiation Skills | NONE |
| MGMT 3008 | International Trade Finance | MGMT 1035 |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1035 | Global Trade Assessment | MARK 1020 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1191, HRM 1008 & MARK 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
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.
Eligibility will be assessed based on completion of the entire program, individual courses, and/or program GPA. For more information, please contact either:
Katherine Friesen: kfriesen@georgebrown.ca
Tracey Britt: tbritt1@georgebrown.ca
Carolyn Fallis: cfallis@georgebrown.ca
For information on additional future study options, see our transfer guide.
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.
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.
Information on the Canadian Securities Course and licensing requirements can be found at the Canadian Securities Institute website.
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.
For information on additional future study options, see our transfer guide.
Tuition and Fees
Domestic Tuition
International Tuition
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 2022. Fees are subject to change for programs starting in Fall 2023 and at later dates.
** Amounts listed are the estimated total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2023. Tuition fees are subject to board approval. Material, student service and ancillary fees are estimated based on prior years. All fees are subject to change without notice.
† This program includes two work experience semesters. The tuition fee for this program does NOT include the cost of work experience semesters. The first Work Experience fee of $500 covers the cost of the Work Experience Preparation course and the first work experience semester. There is an additional fee of $500 for the second work experience semester.
Fees for external exams (Canadian Securities Course I and II, Financial Planning Standards Council Exam Level I) are not included.
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:
- FP Canada
- Canadian Securities Institute
- Oliver's Learning (or another approved provider)
- Financial Services Regulatory Authority of Ontario
Students or graduates should visit the Financial Planning Standards Council website and Canadian Securities Institute website for information regarding exam dates and fees.
Students wishing to become licensed to sell life insurance products in Ontario must complete the following steps:
- Apply for and pass (min. 60 per cent) Oliver’s (or approved other) LLQP certification exam.
- Within 12 months of completing the certification exam, apply for and pass (min. 60 per cent) the provincial exam.
- On passing the provincial exam, a provincial insurance licence 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.
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 program. 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.
Student Success
I grew up in a different cultural environment and moving to Toronto was a challenging step in my life and career. I had supportive friends, staff and professors at George Brown that made it very easy for me to cope with the challenges. This program provides hands-on learning opportunities and also opens doors to gain Canadian work experience. There are frequent on-campus recruitment programs organized by potential employers that provide opportunities to interact and connect with them. I am glad and proud to be a part of this reputed brand.
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 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 (with work experience) (B150)
- Program Name: Business Administration – Finance
- Code: B150
- Credential: Ontario College Advanced Diploma
- Method of Study: Full-time
- Duration: 3 years (6 semesters in class, 2 semesters work experience)
- Centre:
- School: Accounting & Finance
- Location: St. James Campus
- Starting Months: January, September
- Domestic Tuition: $4,537.00 * †
- International Tuition: $17,724.00 ** †
- Experiential Learning:
Work Experience (Co-op or Internship) Required
- Spring 2023 Delivery: Semester 2, 3, 4, 5, 6: Choice
Compare up to 3 programs
Overview
Program Overview
The Business Administration – Finance (with work experience) 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 (B150) is part of our School of Accounting and Finance and is offered with work experience. Students wishing to apply for Business Administration – Finance without work experience should apply to B130.
Earn 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
| PROGRAM | YEAR | GRADUATE EMPLOYMENT (%) | GRADUATE SATISFACTION (%) |
|---|---|---|---|
| B150 | 2019-20 | 78 | 91 |
| B150 | 2020-21 | 83 | 83 |
Your Field Education Options
Work experience (co-op and internship): This program requires the successful completion of two semesters of work experience to graduate. This work experience is either co-op (paid) or internship (unpaid). Either one will give you the practical experience employers value.
George Brown works with employers and industry partners to identify potential work experience opportunities. Students are also strongly encouraged to pursue self-directed industry work experience opportunities they believe will provide the learning experiences they value and meet the learning outcomes of the program.
This valuable work experience can, in turn, be added to your resumé.
Red more detailed information on Field Education.
Program Learning Outcomes
The graduate demonstrates the ability to:
- Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
- Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
- Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
- Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
- Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
- 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 B150 program, you need a total of 40 courses and complete 2 Work Experience terms. Work Experience term can be Coop, Internship, Simulation, Consulting, or Research projects.
Financial Services: 36 Mandatory courses, 1 Business Elective and 3 General Education Electives.
Financial Planning: 35 Mandatory courses, 2 Business Electives and 3 General Education Elective
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 40 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
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1038 | Business Concepts 1 | NONE |
| COMM 1007 | College English | NONE |
| ECON 1032 | Macroeconomics | NONE |
| FIN 1003 | Financial Systems in Canada | NONE |
| CMMK 1087 | Human Skills | NONE |
| MARK 1020 | Principles of Marketing I | NONE |
| MATH 1191 | Mathematics of Finance | NONE |
SEMESTER 2
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 1001 | Accounting Fundamentals 1 | NONE |
| COMP 1010 | Business Computer Applications I | NONE |
| COMM 1034 | Professional Communications I | COMM 1007 |
| FIN 1011 | Fundamentals of Financial Planning | NONE |
| PSY 1129 | Organizational Behaviour | NONE |
| Select One General Education Elective | ||
SEMESTER 3
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1056 | Business Presentation Skills | COMM 1007 |
| FIN 1035 | Retirement Planning | FIN 1011 |
| FIN 2061 | Canadian Investments I | NONE |
| FIN 2035 | Consumer Behaviours & Financial Needs | MARK 1020 |
| LAW 1011 | Business and Family Law | NONE |
| STAT 1010 | Quantitative Methods 1 | MATH 1191 |
| BUS 1000 | Work Experience Prep Course* | COMM 1007 & 3.0 GPA |
| Select One General Education Elective | ||
* This course is mandatory only for students taking the Work Experience Option (B150)
SEMESTER 4
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 2028 | Taxation I | ACCT 1001 |
| FIN 2062 | Canadian Investments II | NONE |
| FIN 2003 | Money Management and Software | FIN 1011 |
| FIN 2052 | Post Retirement & Estate Planning | FIN 1035 |
| FIN 2063 | Insurance in Financial Planning | NONE |
| STS 1037 | Career Planning & Development | NONE |
| Select One General Education Elective | ||
Financial Services Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 3005 | Call Centre Operations | NONE |
| MARK 2027 | Sales Training and Client Mgmt. | MARK 1020 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| FIN 3007 | Financial Technology | NONE |
| FIN 2033 | Introduction to Bank Financial Management | FIN 1003 |
| Select One Business Elective | ||
Financial Planning Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| FIN 2054 | Advanced Topic in Financial Planning | FIN 2052 |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 2005 | Income Tax Planning | ACCT 2028 |
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| MARK 2027 | Sales Training and Client Mgmt. | FIN 1011 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 2008 | Advanced Financial Planning & Ethics | FIN 2054 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
| Select Two Business Electives | ||
Electives
BUSINESS ELECTIVES – FINANCIAL SERVICES SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| CMMK 1127 | The Business Media in Canada | COMM 1034 |
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| HRM 2021 | Compensation | HRM 1008 |
| MARK 2053 | Negotiation Skills | NONE |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1035 | Global Trade Assessment | MARK 1020 |
| HRM 2027 | Coaching for Effective Performance Management | HRM 1008 |
| MGMT 3008 | International Trade Finance | MGMT 1035 |
| STAT 2011 | Quantitative Methods II | STAT 1010 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1191, HRM 1008 & MARK 1020 |
| CMMK 1114 | Business Research & Report Writing | COMM 1034 |
| CMMK 1156 | Talking Business | COMM 1107 |
BUSINESS ELECTIVES – FINANCIAL PLANNING SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| MARK 2053 | Negotiation Skills | NONE |
| MGMT 3008 | International Trade Finance | MGMT 1035 |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1035 | Global Trade Assessment | MARK 1020 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1191, HRM 1008 & MARK 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
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.
For information on additional future study options, see our transfer guide.
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.
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.
Information on the Canadian Securities Course and licensing requirements can be found at the Canadian Securities Institute website.
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.
For information on additional future study options, see our transfer guide.
Tuition and Fees
Domestic Tuition
International Tuition
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 and 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.
† This program includes two work experience semesters. The tuition fee for this program does NOT include the cost of work experience semesters. The first Work Experience fee of $500 covers the cost of the Work Experience Preparation course and the first work experience semester. There is an additional fee of $500 for the second work experience semester.
Fees for external exams (Canadian Securities Course I and II, Financial Planning Standards Council Exam Level I) are not included.
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:
- FP Canada
- Canadian Securities Institute
- Oliver's Learning (or another approved provider)
- Financial Services Regulatory Authority of Ontario
Students or graduates should visit the Financial Planning Standards Council website and Canadian Securities Institute website for information regarding exam dates and fees.
Students wishing to become licensed to sell life insurance products in Ontario must complete the following steps:
- Apply for and pass (min. 60%) Oliver’s (or approved other) LLQP certification exam.
- Within 12 months of completing the certification exam, apply for and pass (min. 60%) the provincial exam.
- On passing the provincial exam, a provincial insurance licence 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.
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 program. 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.
Student Success
I grew up in a different cultural environment and moving to Toronto was a challenging step in my life and career. I had supportive friends, staff and professors at George Brown that made it very easy for me to cope with the challenges. This program provides hands-on learning opportunities and also opens doors to gain Canadian work experience. There are frequent on-campus recruitment programs organized by potential employers that provide opportunities to interact and connect with them. I am glad and proud to be a part of this reputed brand.
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 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 (with work experience) (B150)
- Program Name: Business Administration – Finance
- Code: B150
- Credential: Ontario College Advanced Diploma
- Method of Study: Full-time
- Duration: 3 years (6 semesters in class, 2 semesters work experience)
- Centre:
- School: Accounting & Finance
- Location: St. James Campus
- Starting Months: January, September
- Domestic Tuition: $4,219.00 * †
- Experiential Learning:
Work Experience (Co-op or Internship) Required
- Spring 2022 Delivery: Semester 2, 3, 4, 5, 6: Choice
Compare up to 3 programs
Overview
Program Overview
The Business Administration – Finance (with work experience) 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 (B150) is part of our School of Accounting and Finance and is offered with work experience. Students wishing to apply for Business Administration – Finance without work experience should apply to B130.
Accreditation
Your Field Education Options
Work experience (Co-op and Internship): This program requires the successful completion of two semesters of work experience to graduate. This work experience is either co-op (paid) or internship (unpaid). Either one will give you the practical experience employers value.
George Brown works with employers and industry partners to identify potential work experience opportunities. Students are also strongly encouraged to pursue self-directed industry work experience opportunities they believe will provide the learning experiences they value and meet the learning outcomes of the program.
This valuable work experience can, in turn, be added to your resume.
For more detailed information on Field Education, visit georgebrown.ca/business/learning_environment.
Program Learning Outcomes
The graduate has reliably demonstrated the ability to:
- Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
- Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
- Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
- Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
- Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
- 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 B150 program, you need a total of 39 courses. 34 Mandatory courses, 2 Business Electives, and 3 General Education Electives. For the B150 program you need to take a Work Experience Prep Course (BUS 1000) in semester 3, and complete 2 Work Experience (Coop or Internship) terms.
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/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
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1038 | Business Concepts 1 | NONE |
| COMM 1007 | College English | NONE |
| ECON 1032 | Macroeconomics | NONE |
| FIN 1003 | Financial Systems in Canada | NONE |
| GHUM1087 | Successful Social Relations | NONE |
| MARK 1020 | Principles of Marketing I | NONE |
| MATH 1191 | Mathematics of Finance | NONE |
SEMESTER 2
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 1001 | Accounting Fundamentals 1 | NONE |
| COMP 1010 | Business Computer Applications I | NONE |
| COMM 1034 | Professional Communications I | COMM 1007 |
| FIN 1011 | Fundamentals of Financial Planning | NONE |
| PSY 1129 | Organizational Behaviour | NONE |
| Select One General Education Elective | ||
SEMESTER 3
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1056 | Business Presentation Skills | COMM 1007 |
| FIN 1035 | Retirement Planning | FIN 1011 |
| FIN 2061 | Canadian Investments I | FIN 1011 |
| FIN 2035 | Consumer Behaviours & Financial Needs | MARK 1020 |
| LAW 1011 | Business and Family Law | NONE |
| STAT 1010 | Quantitative Methods 1 | MATH 1021 |
| BUS 1000 | Work Experience Prep Course* | COMM 1007 & 3.0 GPA |
| Select One General Education Elective | ||
* This course is mandatory only for students taking the Work Experience Option (B150)
SEMESTER 4
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 2028 | Taxation I | ACCT 1001 |
| FIN 2062 | Canadian Investments II | FIN 1011 |
| FIN 1040 | Estate Planning | FIN 1011 |
| FIN 2003 | Money Management and Software | FIN 1011 |
| FIN 2063 | Insurance in Financial Planning | FIN 1011 |
| STS 1037 | Career Planning & Development | NONE |
| Select One General Education Elective | ||
Financial Services Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 3005 | Call Centre Operations - Inbound | NONE |
| MARK 2027 | Sales Training and Client Mgmt. | MARK 1020 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| FIN 3006 | Call Centre Operations - Outbound | NONE |
| FIN 2033 | Introduction to Bank Financial Management | FIN 1003 |
| Select One Business Elective | ||
Financial Planning Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| FIN 2007 | Investment Planning | FIN 1011 |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 2005 | Income Tax Planning | ACCT 2028 |
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| MARK 2027 | Sales Training and Client Mgmt. | FIN 1011 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 2008 | Advanced Financial Planning & Ethics | FIN 2007 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
| Select Two Business Electives | ||
Electives
BUSINESS ELECTIVES – FINANCIAL SERVICES SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| CMMK 1127 | The Business Media in Canada | COMM 1034 |
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| HRM 2021 | Compensation | HRM 1008 |
| MARK 2053 | Negotiation Skills | NONE |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1018 | International Business | MARK 1020 |
| HRM 2027 | Coaching for Effective Performance Management | HRM 1008 |
| MGMT 3008 | International Trade Finance | MGMT 1018 |
| STAT 2011 | Quantitative Methods II | STAT 1010 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1021 & HRM 1008 |
| CMMK 1114 | Business Research & Report Writing | COMM 1034 |
| CMMK 1156 | Talking Business | COMM 1107 |
BUSINESS ELECTIVES – FINANCIAL PLANNING SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| MARK 2053 | Negotiation Skills | NONE |
| MGMT 3008 | International Trade Finance | MGMT 1018 |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1018 | International Business | MARK 1020 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1021 & HRM 1008 |
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
Educational Pathways
Business Administration – Finance students may be eligible for advanced standing in the Honours Bachelor of Commerce (Financial Services) program.
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.
For information on additional future study options, see georgebrown.ca/transferguide.
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.
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.
Information on the Canadian Securities Course and licensing requirements can be found at the Canadian Securities Institute website.
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
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 and at later dates.
† This program includes 2 Work Experience semesters. The tuition fee for this program does NOT include the cost of Work Experience semesters. The first Work Experience fee of $500 covers the cost of the Work Experience Preparation course and the first Work Experience semester. There is an additional fee of $500 for the second Work Experience semester.
International students: Visit the International Fees and Related Costs page for more information.
Fees for external exams (Canadian Securities Course I and II, Financial Planning Standards Council Exam Level I) are not included.
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:
- FP Canada
- Canadian Securities Institute
- Oliver's Learning (or another approved provider)
- Financial Services Regulatory Authority of Ontario
Students or graduates should visit the Financial Planning Standards Council website and Canadian Securities Institute website for information regarding exam dates and fees.
Students wishing to become licensed to sell life insurance products in Ontario must complete the following steps:
- Apply for and pass (min. 60%) Oliver’s (or approved other) LLQP certification exam.
- Within 12 months of completing the certification exam, apply for and pass (min. 60%) the provincial exam.
- 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.
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 georgebrown.ca/transferguide for more information.
English Language Proficiency
Proficiency in English communications is necessary for success in this program.
Please visit georgebrown.ca/englishproficiency for more details
International (Visa) Students
Visit the International Admissions page for more information.
Apply to
Domestic students should apply through Ontario Colleges
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.
Student Success
I grew up in a different cultural environment and moving to Toronto was a challenging step in my life and career. I had supportive friends, staff and professors at George Brown that made it very easy for me to cope with the challenges. This program provides hands-on learning opportunities and also opens doors to gain Canadian work experience. There are frequent on-campus recruitment programs organized by potential employers that provide opportunities to interact and connect with them. I am glad and proud to be a part of this reputed brand.
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.
Sign up and learn more about your options, our programs, and life at George Brown.
Business Administration – Finance Program (with work experience) (B150)
- Program Name: Business Administration – Finance
- Code: B150
- Credential: Ontario College Advanced Diploma
- Method of Study: Full-time
- Duration: 3 years (6 semesters in class, 2 semesters work experience)
- Centre:
- School: Accounting & Finance
- Location: St. James Campus
- Starting Months: January, September
- Domestic Tuition: $4,219.00 * †
- Experiential Learning:
Work Experience (Co-op or Internship) Required
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 (with work experience) 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 (B150) is part of our School of Accounting and Finance and is offered with work experience. Students wishing to apply for Business Administration – Finance without work experience should apply to B130.
Accreditation
Your Field Education Options
Work experience (Co-op and Internship): This program requires the successful completion of two semesters of work experience to graduate. This work experience is either co-op (paid) or internship (unpaid). Either one will give you the practical experience employers value.
George Brown works with employers and industry partners to identify potential work experience opportunities. Students are also strongly encouraged to pursue self-directed industry work experience opportunities they believe will provide the learning experiences they value and meet the learning outcomes of the program.
This valuable work experience can, in turn, be added to your resume.
For more detailed information on Field Education, visit georgebrown.ca/business/learning_environment.
Program Learning Outcomes
The graduate has reliably demonstrated the ability to:
- Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
- Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
- Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
- Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
- Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
- 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 B150 program, you need a total of 39 courses. 34 Mandatory courses, 2 Business Electives, and 3 General Education Electives. For the B150 program you need to take a Work Experience Prep Course (BUS 1000) in semester 3, and complete 2 Work Experience (Coop or Internship) terms.
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
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1038 | Business Concepts 1 | NONE |
| COMM 1007 | College English | NONE |
| ECON 1032 | Macroeconomics | NONE |
| FIN 1003 | Financial Systems in Canada | NONE |
| GHUM1087 | Successful Social Relations | NONE |
| MARK 1020 | Principles of Marketing I | NONE |
| MATH 1191 | Mathematics of Finance | NONE |
SEMESTER 2
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 1001 | Accounting Fundamentals 1 | NONE |
| COMP 1010 | Business Computer Applications I | NONE |
| COMM 1034 | Professional Communications I | COMM 1007 |
| FIN 1011 | Fundamentals of Financial Planning | NONE |
| PSY 1129 | Organizational Behaviour | NONE |
| Select One General Education Elective | ||
SEMESTER 3
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1056 | Business Presentation Skills | COMM 1007 |
| FIN 1035 | Retirement Planning | FIN 1011 |
| FIN 2061 | Canadian Investments I | FIN 1011 |
| FIN 2035 | Consumer Behaviours & Financial Needs | MARK 1020 |
| LAW 1011 | Business and Family Law | NONE |
| STAT 1010 | Quantitative Methods 1 | MATH 1021 |
| BUS 1000 | Work Experience Prep Course* | COMM 1007 & 3.0 GPA |
| Select One General Education Elective | ||
* This course is mandatory only for students taking the Work Experience Option (B150)
SEMESTER 4
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 2028 | Taxation I | ACCT 1001 |
| FIN 2062 | Canadian Investments II | FIN 1011 |
| FIN 2003 | Money Management and Software | FIN 1011 |
| FIN 2063 | Insurance in Financial Planning | FIN 1011 |
| STS 1037 | Career Planning & Development | NONE |
| FIN 2052 | Post Retirement & Estate Planning – Pre-requisite | FIN 1035 |
| Select One General Education Elective | ||
Financial Services Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 3005 | Call Centre Operations | NONE |
| MARK 2027 | Sales Training and Client Mgmt. | MARK 1020 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| FIN 3007 | Financial Technology | NONE |
| FIN 2033 | Introduction to Bank Financial Management | FIN 1003 |
| Select One Business Elective | ||
Financial Planning Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| FIN 2054 | Advanced Topics in Financial Planning | FIN 2052 & FIN 2063 |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 2005 | Income Tax Planning | NONE |
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| MARK 2027 | Sales Training and Client Mgmt. | FIN 1011 |
| FIN 2054 | Advanced Topics in Financial Planning – Pre-requisite | FIN 2052 & FIN 2063 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 2008 | Advanced Financial Planning & Ethics | FIN 2005, FIN 2054 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
| Select Two Business Electives | ||
Electives
BUSINESS ELECTIVES – FINANCIAL SERVICES SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| CMMK 1127 | The Business Media in Canada | COMM 1034 |
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| HRM 2021 | Compensation | HRM 1008 |
| MARK 2053 | Negotiation Skills | NONE |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1018 | International Business | MARK 1020 |
| HRM 2027 | Coaching for Effective Performance Management | HRM 1008 |
| MGMT 3008 | International Trade Finance | MGMT 1018 |
| STAT 2011 | Quantitative Methods II | STAT 1010 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1021 & HRM 1008 |
| CMMK 1114 | Business Research & Report Writing | COMM 1034 |
| CMMK 1156 | Talking Business | COMM 1107 |
BUSINESS ELECTIVES – FINANCIAL PLANNING SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| MARK 2053 | Negotiation Skills | NONE |
| MGMT 3008 | International Trade Finance | MGMT 1018 |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1018 | International Business | MARK 1020 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1021 & HRM 1008 |
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.
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.
For information on additional future study options, see georgebrown.ca/transferguide.
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.
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.
Information on the Canadian Securities Course and licensing requirements can be found at the Canadian Securities Institute website.
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
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 and at later dates.
† This program includes 2 Work Experience semesters. The tuition fee for this program does NOT include the cost of Work Experience semesters. The first Work Experience fee of $500 covers the cost of the Work Experience Preparation course and the first Work Experience semester. There is an additional fee of $500 for the second Work Experience semester.
International students: Visit the International Fees and Related Costs page for more information.
Fees for external exams (Canadian Securities Course I and II, Financial Planning Standards Council Exam Level I) are not included.
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:
- FP Canada
- Canadian Securities Institute
- Oliver's Learning (or another approved provider)
- Financial Services Regulatory Authority of Ontario
Students or graduates should visit the Financial Planning Standards Council website and Canadian Securities Institute website for information regarding exam dates and fees.
Students wishing to become licensed to sell life insurance products in Ontario must complete the following steps:
- Apply for and pass (min. 60%) Oliver’s (or approved other) LLQP certification exam.
- Within 12 months of completing the certification exam, apply for and pass (min. 60%) the provincial exam.
- 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.
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 program.
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.
Student Success
I grew up in a different cultural environment and moving to Toronto was a challenging step in my life and career. I had supportive friends, staff and professors at George Brown that made it very easy for me to cope with the challenges. This program provides hands-on learning opportunities and also opens doors to gain Canadian work experience. There are frequent on-campus recruitment programs organized by potential employers that provide opportunities to interact and connect with them. I am glad and proud to be a part of this reputed brand.
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 (with work experience) (B150)
- Program Name: Business Administration – Finance
- Code: B150
- Credential: Ontario College Advanced Diploma
- Method of Study: Full-time
- Duration: 3 years (6 semesters in class, 2 semesters work experience)
- Centre:
- School: Accounting & Finance
- Location: St. James Campus
- Starting Months: January, September
- Domestic Tuition: $4,254.00 * †
- Experiential Learning:
Work Experience (Co-op or Internship) Required
Compare up to 3 programs
Overview
Program Overview
The Business Administration – Finance (with work experience) 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 (B150) is part of our School of Accounting and Finance and is offered with work experience. Students wishing to apply for Business Administration – Finance without work experience should apply to B130.
Your Field Education Options
Work experience (Co-op and Internship): This program requires the successful completion of two semesters of work experience to graduate. This work experience is either co-op (paid) or internship (unpaid). Either one will give you the practical experience employers value.
George Brown works with employers and industry partners to identify potential work experience opportunities. Students are also strongly encouraged to pursue self-directed industry work experience opportunities they believe will provide the learning experiences they value and meet the learning outcomes of the program.
This valuable work experience can in turn be added to your resume.
For more detailed information on Field Education, visit georgebrown.ca/business/learning_environment.
Program Learning Outcomes
The graduate has reliably demonstrated the ability to:
- Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
- Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
- Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.
- Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.
- Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
- 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 B150 program, you need a total of 39 courses. 34 Mandatory courses, 2 Business Electives, and 3 General Education Electives. For the B150 program you need to take a Work Experience Prep Course (BUS 1000) in semester 3, and complete 2 Work Experience (Coop or Internship) terms.
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
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1038 | Business Concepts | NONE |
| COMM 1007 | College English | NONE |
| ECON 1032 | Macroeconomics | NONE |
| FIN 1003 | Financial Systems in Canada | NONE |
| GHUM1087 | Successful Social Relations | NONE |
| MARK 1020 | Principles of Marketing I | NONE |
| MATH 1191 | Mathematics of Finance | NONE |
SEMESTER 2
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 1001 | Accounting Fundamentals 1 | NONE |
| COMP 1010 | Business Computer Applications I | NONE |
| COMM 1034 | Professional Communications I | COMM 1007 |
| FIN 1011 | Fundamentals of Financial Planning | NONE |
| PSY 1129 | Organizational Behaviour | NONE |
| Select One General Education Elective | ||
SEMESTER 3
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1056 | Business Presentation Skills | COMM 1007 |
| FIN 1035 | Retirement Planning | FIN 1011 |
| FIN 2061 | Canadian Investments I | FIN 1011 |
| FIN 2035 | Consumer Behaviours & Financial Needs | MARK 1020 |
| LAW 1011 | Business and Family Law | NONE |
| STAT 1010 | Quantitative Methods 1 | MATH 1191 |
| BUS 1000 | Work Experience Prep Course* | COMM 1007 & 3.0 GPA |
| Select One General Education Elective | ||
* This course is mandatory only for students taking the Work Experience Option (B150)
SEMESTER 4
| Code | Courses | Prerequisite |
|---|---|---|
| ACCT 2028 | Taxation I | ACCT 1001 |
| FIN 2062 | Canadian Investments II | FIN 1011 |
| FIN 1040 | Estate Planning | FIN 1011 |
| FIN 2003 | Money Management and Software | FIN 1011 |
| FIN 2063 | Insurance in Financial Planning | FIN 1011 |
| STS 1037 | Career Planning & Development | NONE |
| Select One General Education Elective | ||
Financial Services Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 3005 | Call Centre Operations - Inbound | NONE |
| MARK 2027 | Sales Training and Client Mgmt. | MARK 1020 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| FIN 3006 | Call Centre Operations - Outbound | NONE |
| FIN 2033 | Introduction to Bank Financial Management | FIN 1003 |
| Select One Business Elective | ||
Financial Planning Specialization
SEMESTER 5
| Code | Courses | Prerequisite |
|---|---|---|
| FIN 2007 | Investment Planning | FIN 1011 |
| COMP 1115 | Business Computer Applications II | COMP 1010 |
| FIN 1034 | Customer Service | NONE |
| FIN 2005 | Income Tax Planning | ACCT 2028 |
| HRM 1008 | Fundamentals of Human Resource Management | NONE |
| MARK 2027 | Sales Training and Client Mgmt. | MARK 1020 |
SEMESTER 6
| Code | Courses | Prerequisite |
|---|---|---|
| BUS 1040 | Project Management | NONE |
| BUS 1041 | Small Business Management | BUS 1038 |
| FIN 2008 | Advanced Financial Planning & Ethics | ACCT 2028, FIN 2063, FIN 1035 |
| MARK 2028 | Marketing Financial Services | MARK 1020 |
| Select Two Business Electives | ||
Electives
BUSINESS ELECTIVES – FINANCIAL SERVICES SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| CMMK 1127 | The Business Media in Canada | COMM 1034 |
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| HRM 2021 | Compensation | HRM 1008 |
| MARK 2053 | Negotiation Skills | NONE |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1018 | International Business | MARK 1020 |
| HRM 2027 | Coaching for Effective Performance Management | HRM 1008 |
| MGMT 3008 | International Trade Finance | MGMT 1018 |
| STAT 2011 | Quantitative Methods II | STAT 1010 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1021 & HRM 1008 |
| CMMK 1114 | Business Research & Report Writing | COMM 1034 |
| CMMK 1156 | Talking Business | COMM 1107 |
BUSINESS ELECTIVES – FINANCIAL PLANNING SPECIALIZATION
| Code | Business Electives | Prerequisite |
|---|---|---|
| COMP 1113 | Principles of E-Business | COMP 1010 |
| ECON 1031 | Microeconomics | NONE |
| FIN 1033 | Advertising & Promotion | MARK 1020 |
| MARK 2053 | Negotiation Skills | NONE |
| MGMT 3008 | International Trade Finance | MGMT 1018 |
| ECON 1021 | Environmental Economics | ECON 1031 or ECON 1032 or ECON 1034 |
| MGMT 1018 | International Business | MARK 1020 |
| BUS 3015 | Applied Business Planning | ACCT 1001, MATH 1021 & HRM 1008 |
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.
For information on additional future study options, see georgebrown.ca/transferguide.
Tuition and Fees
Domestic Tuition
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.
† This program includes 2 Work Experience semesters. The tuition fee for this program does NOT include the cost of Work Experience semesters. The first Work Experience fee of $450 covers the cost of the Work Experience Preparation course and the first Work Experience semester. There is an additional fee of $450 for the second Work Experience semester.
International students: Visit the International Fees and Related Costs page for more information.
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 for information regarding exam dates and fees.
Students wishing to become licensed to sell life insurance products in Ontario must complete the following steps:
- Apply for and pass (min. 60%) Oliver’s (or approved other) LLQP certification exam.
- Within 12 months of completing the certification exam, apply for and pass (min. 60%) the provincial exam.
- 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 program.
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.
Student Success
I grew up in a different cultural environment and moving to Toronto was a challenging step in my life and career. I had supportive friends, staff and professors at George Brown that made it very easy for me to cope with the challenges. This program provides hands-on learning opportunities and also opens doors to gain Canadian work experience. There are frequent on-campus recruitment programs organized by potential employers that provide opportunities to interact and connect with them. I am glad and proud to be a part of this reputed brand.
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.
