George Brown Polytechnic is located on the traditional territory of the Mississaugas of the Credit First Nation and other Indigenous peoples who have lived here over time. We are grateful to share this land as treaty people who learn, work and live in the community with each other.
Business Administration – Finance
(with work experience) (B150)
Program Details
- Program Code: B150
- Credential: Ontario College Advanced Diploma
- Duration: 3 years (6 semesters in class, 2 semesters work experience)
- Method of Study: Full-time
- Starting Months: January, September
- Domestic Tuition: $4,771.00 * †
- International Tuition: $17,455.00 * †
Program Availability
| Semester | Domestic | International |
|---|---|---|
| Fall 2023 | Closed | Closed |
| Winter 2024 | Closed | Closed |
| Spring 2024 | Not Available | Not Available |
- Work-Integrated Learning:
Work Experience (Co-op or Internship) Required
- PGWP Eligible: No
Get answers to your questions
Book info sessionProgram Description
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.
Note: George Brown College has adopted a Bring Your Own Device (BYOD) initiative. As a result, Centre for Business students registered in this program are required to bring their own laptops. Our Library Learning Commons offers open access computers, as well as equipment that can be borrowed on a short-term basis. For more information, please contact the Centre for Business at business@georgebrown.ca.
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.
Please note: International students are not eligible for optional co-op arrangements. For more information, please consult with the international student office.
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.
Alumni Impact
We are immensely proud of the contributions of our alumni in Toronto and around the globe.
From Michelin-starred restaurants to major construction, entertainment, community and financial organizations, our graduates are truly making an impact across a range of industries.
Latest alumni stories
Courses
SEMESTER 1
| CODE | COURSE NAME |
|---|---|
| BUS 1038 | Business Concepts I |
| CMMK1087 | Human Skills |
| COMM2000 | Communicating Across Contexts |
| ECON1032 | Macroeconomics |
| FIN 1003 | Financial Systems in Canada |
| MARK1020 | Principles of Marketing I |
| MATH1191 | Mathematics of Finance |
SEMESTER 2
| CODE | COURSE NAME |
|---|---|
| ACCT1001 | Accounting Fundamentals I |
| COMM1034 | Professional Communications I |
| COMP1010 | Business Computer Applications I |
| FIN 1011 | Fundamentals of Financial Planning |
| PSY 1129 | Organizational Behaviour |
| GNED | General Elective |
SEMESTER 3
| CODE | COURSE NAME |
|---|---|
| BUS 1000 | Work Experience Preparation |
| BUS 1056 | Business Presentation Skills |
| FIN 1035 | Retirement Planning |
| FIN 2035 | Consumer Behaviour and Financial Needs |
| FIN 2061 | Canadian Investments I |
| LAW 1011 | Business and Family Law |
| STAT1010 | Quantitative Methods I |
| GNED | General Elective |
SEMESTER 4
| CODE | COURSE NAME |
|---|---|
| ACCT2028 | Taxation I |
| FIN 2003 | Money Management and Application Software |
| FIN 2052 | Post Retirement and Estate Planning |
| FIN 2062 | Canadian Investments II |
| FIN 2063 | Insurance Financial Planning |
| STS 1037 | Career Planning & Development |
| GNED | General Elective |
B150 FINANCIAL PLANNING SPECIALIZATION
SEMESTER 5
| CODE | COURSE NAME |
|---|---|
| COMP1115 | Business Computer Applications II |
| FIN 1034 | Customer Service |
| FIN 2005 | Income Tax Planning |
| FIN 2054 | Advanced Topics in Financial Planning |
| HRM 1008 | Fundamentals of Human Resources Management |
| MARK2027 | Sales Training and Client Management |
SEMESTER 6
| CODE | COURSE NAME |
|---|---|
| BUS 1040 | Project Management |
| BUS 1041 | Small Business Management |
| FIN 2008 | Advanced Financial Planning : Practice and Ethics |
| MARK2028 | Marketing Financial Services |
| Choose two Program related electives from the list below | |
B150 FINANCIAL SERVICES SPECIALIZATION
SEMESTER 5
| CODE | COURSE NAME |
|---|---|
| COMP1115 | Business Computer Applications II |
| FIN 1034 | Customer Service |
| FIN 3005 | Call Centre Operations |
| HRM 1008 | Fundamentals of Human Resources Management |
| MARK2027 | Sales Training and Client Management |
| MARK2028 | Marketing Financial Services |
SEMESTER 6
| CODE | COURSE NAME |
|---|---|
| BUS 1040 | Project Management |
| BUS 1041 | Small Business Management |
| FIN 1033 | Advertising and Promotion |
| FIN 2033 | Introduction to Bank Financial Management |
| FIN 3007 | Financial Technology |
| Choose one Program related electives from the list below | |
B150 FINANCIAL PLANNING SPECIALIZATION ELECTIVES
| CODE | ELECTIVE NAME |
|---|---|
| BUS 3015 | Applied Business Planning |
| COMP1113 | Principles of E-Business |
| ECON1031 | Microeconomics |
| FIN 1033 | Advertising and Promotion |
| MARK2053 | Negotiation Skills |
| MGMT1035 | Global Trade Assessment |
| MGMT3008 | International Trade Finance |
B150 FINANCIAL SERVICES SPECIALIZATION ELECTIVES
| CODE | ELECTIVE NAME |
|---|---|
| BUS 3015 | Applied Business Planning |
| CMMK1156 | Talking Business |
| COMP1113 | Principles of E-Business |
| ECON1031 | Microeconomics |
| HRM 2021 | Compensation |
| HRM 2027 | Coaching for Effective Performance Management |
| MARK2053 | Negotiation Skills |
| MGMT1035 | Global Trade Assessment |
| MGMT3008 | International Trade Finance |
| STAT2011 | Quantitative Methods II |
Course Outline URL
George Brown Polytechnic has agreements with several universities in Canada, the United States and abroad that may give you credit for your college diploma.
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.
Tuition & Fees
Domestic Tuition
$4,771.00 * †
International Tuition
$17,455.00 * †
Additional Costs
* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2022. Fees are subject to change for programs starting in Fall 2023 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 2023. Fees are subject to change for programs starting in Fall 2024 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 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
Each year we award over $2 million dollars in scholarships, awards and bursaries to first-year students. Check out our financial aid webpages for ways to pay for college and the full list of available scholarships, awards and bursaries.
This program is approved for OSAP funding, provided the applicant meets OSAP eligibility criteria.
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 Polytechnic Online Application System.
Contact Us
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
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.
Program Description
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.
Note: George Brown College has adopted a Bring Your Own Device (BYOD) initiative. As a result, Centre for Business students registered in this program are required to bring their own laptops. Our Library Learning Commons offers open access computers, as well as equipment that can be borrowed on a short-term basis. For more information, please contact the Centre for Business at business@georgebrown.ca.
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.
Please note: International students are not eligible for optional co-op arrangements. For more information, please consult with the international student office.
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.
Alumni Impact
We are immensely proud of the contributions of our alumni in Toronto and around the globe.
From Michelin-starred restaurants to major construction, entertainment, community and financial organizations, our graduates are truly making an impact across a range of industries.
Latest alumni stories
Courses
SEMESTER 1
| CODE | COURSE NAME |
|---|---|
| BUS 1038 | Business Concepts I |
| CMMK1087 | Human Skills |
| COMM2000 | Communicating Across Contexts |
| ECON1032 | Macroeconomics |
| FIN 1003 | Financial Systems in Canada |
| MARK1020 | Principles of Marketing I |
| MATH1191 | Mathematics of Finance |
SEMESTER 2
| CODE | COURSE NAME |
|---|---|
| ACCT1001 | Accounting Fundamentals I |
| COMM1034 | Professional Communications I |
| COMP1010 | Business Computer Applications I |
| FIN 1011 | Fundamentals of Financial Planning |
| PSY 1129 | Organizational Behaviour |
| GNED | General Elective |
SEMESTER 3
| CODE | COURSE NAME |
|---|---|
| BUS 1000 | Work Experience Preparation |
| BUS 1056 | Business Presentation Skills |
| FIN 1035 | Retirement Planning |
| FIN 2035 | Consumer Behaviour and Financial Needs |
| FIN 2061 | Canadian Investments I |
| LAW 1011 | Business and Family Law |
| STAT1010 | Quantitative Methods I |
| GNED | General Elective |
SEMESTER 4
| CODE | COURSE NAME |
|---|---|
| ACCT2028 | Taxation I |
| FIN 2003 | Money Management and Application Software |
| FIN 2052 | Post Retirement and Estate Planning |
| FIN 2062 | Canadian Investments II |
| FIN 2063 | Insurance Financial Planning |
| STS 1037 | Career Planning & Development |
| GNED | General Elective |
B150 FINANCIAL PLANNING SPECIALIZATION
SEMESTER 5
| CODE | COURSE NAME |
|---|---|
| COMP1115 | Business Computer Applications II |
| FIN 1034 | Customer Service |
| FIN 2005 | Income Tax Planning |
| FIN 2054 | Advanced Topics in Financial Planning |
| HRM 1008 | Fundamentals of Human Resources Management |
| MARK2027 | Sales Training and Client Management |
SEMESTER 6
| CODE | COURSE NAME |
|---|---|
| BUS 1040 | Project Management |
| BUS 1041 | Small Business Management |
| FIN 2008 | Advanced Financial Planning : Practice and Ethics |
| MARK2028 | Marketing Financial Services |
| Choose two Program related electives from the list below | |
B150 FINANCIAL SERVICES SPECIALIZATION
SEMESTER 5
| CODE | COURSE NAME |
|---|---|
| COMP1115 | Business Computer Applications II |
| FIN 1034 | Customer Service |
| FIN 3005 | Call Centre Operations |
| HRM 1008 | Fundamentals of Human Resources Management |
| MARK2027 | Sales Training and Client Management |
| MARK2028 | Marketing Financial Services |
SEMESTER 6
| CODE | COURSE NAME |
|---|---|
| BUS 1040 | Project Management |
| BUS 1041 | Small Business Management |
| FIN 1033 | Advertising and Promotion |
| FIN 2033 | Introduction to Bank Financial Management |
| FIN 3007 | Financial Technology |
| Choose one Program related electives from the list below | |
B150 FINANCIAL PLANNING SPECIALIZATION ELECTIVES
| CODE | ELECTIVE NAME |
|---|---|
| BUS 3015 | Applied Business Planning |
| COMP1113 | Principles of E-Business |
| ECON1031 | Microeconomics |
| FIN 1033 | Advertising and Promotion |
| MARK2053 | Negotiation Skills |
| MGMT1035 | Global Trade Assessment |
| MGMT3008 | International Trade Finance |
B150 FINANCIAL SERVICES SPECIALIZATION ELECTIVES
| CODE | ELECTIVE NAME |
|---|---|
| BUS 3015 | Applied Business Planning |
| CMMK1156 | Talking Business |
| COMP1113 | Principles of E-Business |
| ECON1031 | Microeconomics |
| HRM 2021 | Compensation |
| HRM 2027 | Coaching for Effective Performance Management |
| MARK2053 | Negotiation Skills |
| MGMT1035 | Global Trade Assessment |
| MGMT3008 | International Trade Finance |
| STAT2011 | Quantitative Methods II |
Course Outline URL
George Brown Polytechnic has agreements with several universities in Canada, the United States and abroad that may give you credit for your college diploma.
Tuition & Fees
Domestic Tuition
$4,771.00 * †
International Tuition
$17,455.00 * †
Additional Costs
* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2022. Fees are subject to change for programs starting in Fall 2023 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 2023. Fees are subject to change for programs starting in Fall 2024 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 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
Each year we award over $2 million dollars in scholarships, awards and bursaries to first-year students. Check out our financial aid webpages for ways to pay for college and the full list of available scholarships, awards and bursaries.
This program is approved for OSAP funding, provided the applicant meets OSAP eligibility criteria.
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 Polytechnic Online Application System.
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.
Contact Us
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
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.
Visit St. James Campus
Book campus tourGet answers to your questions
Book info sessionVisit St. James Campus
Our Virtual Tour showcases the following areas:
- Campus Facilities
- Student Services
- Applied Learning Environments
- Labs & Classrooms
Business Administration – Finance
(with work experience) (B150)
Program Details
- Program Code: B150
- Credential: Ontario College Advanced Diploma
- Duration: 3 years (6 semesters in class, 2 semesters work experience)
- Method of Study: Full-time
- Starting Months: January, September
- Domestic Tuition: $4,537.00 * †
- International Tuition: $17,724.00 ** †
Program Availability
| Semester | Domestic | International |
|---|---|---|
| Fall 2022 | Closed | Closed |
| Winter 2023 | Closed | Closed |
| Spring 2023 | Not Available | Not Available |
- Work-Integrated Learning:
Work Experience (Co-op or Internship) Required
- PGWP Eligible: No
Get answers to your questions
Book info sessionProgram Description
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.
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.
Courses
SEMESTER 1
| CODE | COURSE NAME |
|---|---|
| BUS 1038 | Business Concepts I |
| CMMK1087 | Human Skills |
| COMM2000 | Communicating Across Contexts |
| ECON1032 | Macroeconomics |
| FIN 1003 | Financial Systems in Canada |
| MARK1020 | Principles of Marketing I |
| MATH1191 | Mathematics of Finance |
SEMESTER 2
| CODE | COURSE NAME |
|---|---|
| ACCT1001 | Accounting Fundamentals I |
| COMM1034 | Professional Communications I |
| COMP1010 | Business Computer Applications I |
| FIN 1011 | Fundamentals of Financial Planning |
| PSY 1129 | Organizational Behaviour |
| GNED | General Elective |
SEMESTER 3
| CODE | COURSE NAME |
|---|---|
| BUS 1000 | Work Experience Preparation |
| BUS 1056 | Business Presentation Skills |
| FIN 1035 | Retirement Planning |
| FIN 2035 | Consumer Behaviour and Financial Needs |
| FIN 2061 | Canadian Investments I |
| LAW 1011 | Business and Family Law |
| STAT1010 | Quantitative Methods I |
| GNED | General Elective |
SEMESTER 4
| CODE | COURSE NAME |
|---|---|
| ACCT2028 | Taxation I |
| FIN 2003 | Money Management and Application Software |
| FIN 2052 | Post Retirement and Estate Planning |
| FIN 2062 | Canadian Investments II |
| FIN 2063 | Insurance Financial Planning |
| STS 1037 | Career Planning & Development |
| GNED | General Elective |
B150 FINANCIAL PLANNING SPECIALIZATION
SEMESTER 5
| CODE | COURSE NAME |
|---|---|
| COMP1115 | Business Computer Applications II |
| FIN 1034 | Customer Service |
| FIN 2005 | Income Tax Planning |
| FIN 2054 | Advanced Topics in Financial Planning |
| HRM 1008 | Fundamentals of Human Resources Management |
| MARK2027 | Sales Training and Client Management |
SEMESTER 6
| CODE | COURSE NAME |
|---|---|
| BUS 1040 | Project Management |
| BUS 1041 | Small Business Management |
| FIN 2008 | Advanced Financial Planning : Practice and Ethics |
| MARK2028 | Marketing Financial Services |
| Choose two Program related electives from the list below | |
B150 FINANCIAL SERVICES SPECIALIZATION
SEMESTER 5
| CODE | COURSE NAME |
|---|---|
| COMP1115 | Business Computer Applications II |
| FIN 1034 | Customer Service |
| FIN 3005 | Call Centre Operations |
| HRM 1008 | Fundamentals of Human Resources Management |
| MARK2027 | Sales Training and Client Management |
| MARK2028 | Marketing Financial Services |
SEMESTER 6
| CODE | COURSE NAME |
|---|---|
| BUS 1040 | Project Management |
| BUS 1041 | Small Business Management |
| FIN 1033 | Advertising and Promotion |
| FIN 2033 | Introduction to Bank Financial Management |
| FIN 3007 | Financial Technology |
| Choose one Program related electives from the list below | |
B150 FINANCIAL PLANNING SPECIALIZATION ELECTIVES
| CODE | ELECTIVE NAME |
|---|---|
| BUS 3015 | Applied Business Planning |
| COMP1113 | Principles of E-Business |
| ECON1031 | Microeconomics |
| FIN 1033 | Advertising and Promotion |
| MARK2053 | Negotiation Skills |
| MGMT1035 | Global Trade Assessment |
| MGMT3008 | International Trade Finance |
B150 FINANCIAL SERVICES SPECIALIZATION ELECTIVES
| CODE | ELECTIVE NAME |
|---|---|
| BUS 3015 | Applied Business Planning |
| CMMK1156 | Talking Business |
| COMP1113 | Principles of E-Business |
| ECON1031 | Microeconomics |
| HRM 2021 | Compensation |
| HRM 2027 | Coaching for Effective Performance Management |
| MARK2053 | Negotiation Skills |
| MGMT1035 | Global Trade Assessment |
| MGMT3008 | International Trade Finance |
| STAT2011 | Quantitative Methods II |
Course Outline URL
George Brown Polytechnic has agreements with several universities in Canada, the United States and abroad that may give you credit for your college diploma.
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.
Tuition & Fees
Domestic Tuition
$4,537.00 * †
International Tuition
$17,724.00 ** †
Additional Costs
* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2021. Fees are subject to change for programs starting in Fall 2022 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.
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 Polytechnic Online Application System.
Contact Us
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.
Program Description
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.
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.
Courses
SEMESTER 1
| CODE | COURSE NAME |
|---|---|
| BUS 1038 | Business Concepts I |
| CMMK1087 | Human Skills |
| COMM2000 | Communicating Across Contexts |
| ECON1032 | Macroeconomics |
| FIN 1003 | Financial Systems in Canada |
| MARK1020 | Principles of Marketing I |
| MATH1191 | Mathematics of Finance |
SEMESTER 2
| CODE | COURSE NAME |
|---|---|
| ACCT1001 | Accounting Fundamentals I |
| COMM1034 | Professional Communications I |
| COMP1010 | Business Computer Applications I |
| FIN 1011 | Fundamentals of Financial Planning |
| PSY 1129 | Organizational Behaviour |
| GNED | General Elective |
SEMESTER 3
| CODE | COURSE NAME |
|---|---|
| BUS 1000 | Work Experience Preparation |
| BUS 1056 | Business Presentation Skills |
| FIN 1035 | Retirement Planning |
| FIN 2035 | Consumer Behaviour and Financial Needs |
| FIN 2061 | Canadian Investments I |
| LAW 1011 | Business and Family Law |
| STAT1010 | Quantitative Methods I |
| GNED | General Elective |
SEMESTER 4
| CODE | COURSE NAME |
|---|---|
| ACCT2028 | Taxation I |
| FIN 2003 | Money Management and Application Software |
| FIN 2052 | Post Retirement and Estate Planning |
| FIN 2062 | Canadian Investments II |
| FIN 2063 | Insurance Financial Planning |
| STS 1037 | Career Planning & Development |
| GNED | General Elective |
B150 FINANCIAL PLANNING SPECIALIZATION
SEMESTER 5
| CODE | COURSE NAME |
|---|---|
| COMP1115 | Business Computer Applications II |
| FIN 1034 | Customer Service |
| FIN 2005 | Income Tax Planning |
| FIN 2054 | Advanced Topics in Financial Planning |
| HRM 1008 | Fundamentals of Human Resources Management |
| MARK2027 | Sales Training and Client Management |
SEMESTER 6
| CODE | COURSE NAME |
|---|---|
| BUS 1040 | Project Management |
| BUS 1041 | Small Business Management |
| FIN 2008 | Advanced Financial Planning : Practice and Ethics |
| MARK2028 | Marketing Financial Services |
| Choose two Program related electives from the list below | |
B150 FINANCIAL SERVICES SPECIALIZATION
SEMESTER 5
| CODE | COURSE NAME |
|---|---|
| COMP1115 | Business Computer Applications II |
| FIN 1034 | Customer Service |
| FIN 3005 | Call Centre Operations |
| HRM 1008 | Fundamentals of Human Resources Management |
| MARK2027 | Sales Training and Client Management |
| MARK2028 | Marketing Financial Services |
SEMESTER 6
| CODE | COURSE NAME |
|---|---|
| BUS 1040 | Project Management |
| BUS 1041 | Small Business Management |
| FIN 1033 | Advertising and Promotion |
| FIN 2033 | Introduction to Bank Financial Management |
| FIN 3007 | Financial Technology |
| Choose one Program related electives from the list below | |
B150 FINANCIAL PLANNING SPECIALIZATION ELECTIVES
| CODE | ELECTIVE NAME |
|---|---|
| BUS 3015 | Applied Business Planning |
| COMP1113 | Principles of E-Business |
| ECON1031 | Microeconomics |
| FIN 1033 | Advertising and Promotion |
| MARK2053 | Negotiation Skills |
| MGMT1035 | Global Trade Assessment |
| MGMT3008 | International Trade Finance |
B150 FINANCIAL SERVICES SPECIALIZATION ELECTIVES
| CODE | ELECTIVE NAME |
|---|---|
| BUS 3015 | Applied Business Planning |
| CMMK1156 | Talking Business |
| COMP1113 | Principles of E-Business |
| ECON1031 | Microeconomics |
| HRM 2021 | Compensation |
| HRM 2027 | Coaching for Effective Performance Management |
| MARK2053 | Negotiation Skills |
| MGMT1035 | Global Trade Assessment |
| MGMT3008 | International Trade Finance |
| STAT2011 | Quantitative Methods II |
Course Outline URL
George Brown Polytechnic has agreements with several universities in Canada, the United States and abroad that may give you credit for your college diploma.
Tuition & Fees
Domestic Tuition
$4,537.00 * †
International Tuition
$17,724.00 ** †
Additional Costs
* Amounts listed are the total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2021. Fees are subject to change for programs starting in Fall 2022 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.
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 Polytechnic Online Application System.
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.
Contact Us
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.
Visit St. James Campus
Book campus tourGet answers to your questions
Book info sessionVisit St. James Campus
Our Virtual Tour showcases the following areas:
- Campus Facilities
- Student Services
- Applied Learning Environments
- Labs & Classrooms