Business – Finance Program (B133)

2019-20202020-2021
  • Program Name:
    Business – Finance
  • Code: B133
  • Credential:
    Ontario College Diploma
  • Method of Study:
    Full-time
  • Duration:
    2 years (4 semesters)
  • Centre:
  • School:
  • Location: St. James Campus
  • Starting Months: January, September
  • Domestic Tuition:
    $4,681.00 *
  • Fall 2020 Delivery Method:
    Online (on-campus activities will resume as soon as it is safe to do so)

Compare up to 3 programs

Overview

Program Overview

The Business – Finance 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 – Finance 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

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

Program Learning Outcomes

The graduate has reliably demonstrated the ability to:

  1. Process and maintain financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
  2. Prepare and present financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
  3. Generate financial reports for individuals and/or organizations by applying financial mathematics and statistics.
  4. Contribute to the development and the implementation of a financial plan to meet individuals’ and/or organizations’ needs and objectives.
  5. Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service.
  6. Develop and implement strategies to establish and maintain professional networking and business relationships in the finance sector.
  7. Analyze, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
  8. Develop and implement ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.

Courses

Required Courses

In order to graduate from the B133 program, you need to complete 27 courses: 24 Mandatory courses and 3 General Education Electives.

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 27 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.

SEMESTER 1

Code Courses Pre-requisite
BUS 1038 Business Concepts I NONE
COMM 1007 College English NONE
ECON 1032 Macroeconomics NONE
FIN 1003 Financial Systems in Canada NONE
MATH 1191 Mathematics of Finance NONE
MARK 1020 Principles of Marketing 1 NONE
GHUM 1087 Successful Relations NONE

SEMESTER 2

Code Courses Pre-requisite
ACCT 1001 Accounting Fundamentals I 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 Pre-requisite
BUS 1056 Business Presentation Skills COMM 1007
FIN 2061 Canadian Investments I FIN 1011
FIN 2035 Consumer Behaviour & Financial Needs MARK 1020
FIN 1035 Retirement Planning FIN 1011
LAW 1011 Business and Family Law NONE
STAT 1010 Quantitative Methods I MATH 1021
Select One General Education Elective

SEMESTER 4

Code Courses Pre-requisite
FIN 2052 Post Retirement & Estate Planning FIN 1035
FIN 2062 Canadian Investments II FIN 1011
FIN 2063 Insurance in Financial Planning FIN 1011
ACCT 2028 Taxation I ACCT 1001
FIN 2003 Money Management Software FIN 1011
STS 1037 Career Planning & Development NONE
Select One General Education Elective

General Education Electives

Articulation Agreement

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

Career & Postgraduate Study Opportunities

Your Career

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

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

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

Future Study Options

This two-year diploma has a pathway to the Business Administration – Finance B130/ B150 three-year advanced diploma.

The difference between the two-year and the three-year advanced diploma is that the two-year diploma leads to the completion of the core curriculum required to take the QAFP examination, whereas the three-year advanced diploma leads to the completion of the core curriculum required to take the CFP examination. Note: A degree requirement is being introduced to be eligible to become a CFP professional; visit the FP Canada website for more details. If you wish to pursue a degree, visit the B302 Honours Bachelor of Commerce (Financial Services) program.

For more information about the Certified Financial Planner (CFP®) designation, please see the Related Credentials and Certificate section below.

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

Related Credentials and Certificate

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

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

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

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

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

Tuition and Fees

Tuition

$4,681.00 *

Additional Costs

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

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

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

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

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 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.

How to Apply

Domestic students should apply through Ontario Colleges.

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 – Finance (B133)

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

Visit Our Campus

This program is offered out of our School of Accounting and Finance and classes take place at our St. James Campus, mainly 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.

 

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 – Finance Program (B133)

2019-20202020-2021
  • Program Name:
    Business – Finance
  • Code: B133
  • Credential:
    Ontario College Diploma
  • Method of Study:
    Full-time
  • Duration:
    2 years (4 semesters)
  • Centre:
  • School:
  • Location: St. James Campus
  • Starting Months: January, September
  • Domestic Tuition:
    $4,155.00 *

Compare up to 3 programs

Overview

Program Overview

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

In this program, you will develop skills in:

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

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

Program Learning Outcomes

The graduate has reliably demonstrated the ability to:

  1. Process and maintain financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
  2. Prepare and present financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
  3. Generate financial reports for individuals and/or organizations by applying financial mathematics and statistics.
  4. Contribute to the development and the implementation of a financial plan to meet individuals’ and/or organizations’ needs and objectives.
  5. Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service.
  6. Develop and implement strategies to establish and maintain professional networking and business relationships in the finance sector.
  7. Analyze, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
  8. Develop and implement ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.

Courses

Required Courses

In order to graduate from the B133 program, you need to complete 27 courses: 24 Mandatory courses and 3 General Education Electives.

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 27 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 One, 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 2019-2020

SEMESTER 1

semester courses
Code Courses Pre-requisite
BUS 1038 Business Concepts I NONE
COMM 1007 College English NONE
ECON 1032 Macroeconomics NONE
FIN 1003 Financial Systems in Canada NONE
MATH 1191 Mathematics of Finance NONE
MARK 1020 Principles of Marketing 1 NONE
GHUM 1087 Successful Relations NONE

SEMESTER 2

semester courses
Code Courses Pre-requisite
ACCT 1001 Accounting Fundamentals I 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

semester courses
Code Courses Pre-requisite
BUS 1056 Business Presentation Skills COMM 1007
FIN 2061 Canadian Investments I FIN 1011
FIN 2035 Consumer Behaviour & Financial Needs MARK 1020
FIN 1035 Retirement Planning FIN 1011
LAW 1011 Business and Family Law NONE
STAT 1010 Quantitative Methods I MATH 1191
Select One General Education Elective

SEMESTER 4

semester courses
Code Courses Pre-requisite
FIN 1040 Estate Planning Fundamentals FIN 1011
FIN 2062 Canadian Investments II FIN 1011
FIN 2063 Insurance in Financial Planning FIN 1011
ACCT 2028 Taxation I ACCT 1001
FIN 2003 Money Management Software FIN 1011
STS 1037 Career Planning & Development NONE
Select One General Education Elective

Detailed course outlines

General Education Electives

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 may be able to find employment as:

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

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

Future Study Options

This two-year diploma has a pathway to the Business Administration – Finance B130/ B150 three-year advanced diploma.

The difference between the two-year and the three-year advanced diploma is that the two-year diploma leads to partial completion of the core curriculum required to take the FPSC Level 1 examination (which is a step towards the Certified Financial Planner [CFP®] designation), whereas the three-year advanced diploma leads to full completion of the core curriculum required to take the FPSC Level 1 exam.

For more information about the Certified Financial Planner (CFP®) designation, please see the Designations section below.

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

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 at csi.ca/student/en_ca/home.xhtml.

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

Tuition and Fees

Tuition

$4,155.00 *

Additional Costs

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

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

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

How to Qualify and Apply

Admission Requirements

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

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

** MATURE STUDENT STATUS (19 YEARS OF AGE OR OLDER AND NO OSSD)

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

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

COURSE EXEMPTIONS

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

ENGLISH LANGUAGE PROFICIENCY

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

Please visit georgebrown.ca/englishproficiency for more details

INTERNATIONAL (VISA) STUDENTS

Visit the International Admissions page for more information.

How to Apply

Apply To

Domestic students should apply through Ontario Colleges

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 – Finance (B133)

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

Visit Our Campus

This program is offered out of our School of Accounting and Finance and classes take place at our St. James Campus, mainly 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.