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 - Finance
(B133)
Program Details
- Program Code: B133
- Credential: Ontario College Diploma
- Duration: 2 years (4 semesters)
- Method of Study: Full-time
- Starting Months: January, September
- Domestic Tuition: $4,398.00 *
- International Tuition: $19,261.00 **
- Fall 2026 Delivery: Semester 1, 2, 3, 4: On Campus
Program Availability
| Semester | Domestic | International |
|---|---|---|
| Fall 2026 | Open | Open |
| Winter 2027 | Open | Open |
| Spring 2027 | Not Available | Not Available |
- PGWP Eligible: No
Get answers to your questions
Book info sessionProgram Description
Program Overview
The Business – Finance diploma program will give you the knowledge and skills you need to succeed in the financial services sector. After completing this program, you can look forward to fulfilling careers such as financial advisor, financial services representative, customer service representative and investment advisor.
Full Description
The Business – Finance diploma program prepares you with everything you need to succeed in the fast-paced environment of the financial services sector. As this field continues to evolve with the changing technological landscape, new hires with these valuable skills are in high demand. You’ll gain useful knowledge in the areas of customer service, financial planning, investing and risk management.
Here are some skills you’ll be able to show off after completion of the Business – Finance program:
- Helping clients achieve their life goals through financial advising, retirement planning and estate planning.
- Advising clients on critical topics like tax obligations and risk management.
- Generating financial reports for individuals and organizations by applying financial mathematics and statistics.
- Contributing to the development and implementation of a financial plan for each client’s unique circumstances.
This program is part of our School of Marketing and Financial Services.
Earn Your College Credential from a Business School Accredited by ACBSP
Fourteen business programs have earned international recognition from the Accreditation Council for Business Schools and Programs (ACBSP). Advanced diploma and diploma programs at the Schools of Accounting and Finance, Human Resources, Management, and Marketing and the Honours Bachelor of Commerce (Financial Services) program at the School of Accounting and Finance have ACBSP accreditation. George Brown is now one of only two colleges in Ontario to have earned ACBSP accreditation.
Your Field Education Options
George Brown Polytechnic endeavours to provide field education opportunities with real-world challenges and clients. Find out more about field education at the Centre for Business.
Career & Postgraduate Study Opportunities
Educational Pathways
Core Designations
The two-year B133 diploma is an approved program through FP Canada, and covers the core curriculum required for you to pursue the QAFP™ examination at the time of your choosing and at your own cost. For more information on the QAFP™ designation, please visit the FP Canada website.
Degree Transfer Option
This two-year diploma has a direct pathway to the B302 Honours Bachelor of Commerce degree program at George Brown Polytechnic.
This two-year diploma has a direct pathway to the Bachelor of Commerce (Financial Services) with a specialization in Financial Planning (B302). Individuals starting in B133 after Winter 2021 semester that have graduated from their program may be eligible to transfer into Semester 5 of B302. Eligibility is determined based off a Program GPA of 3.0 or higher. This is known as a “2+2” model and is ideal for candidates wishing to pursue degree studies or the Certified Financial Planner (CFP®) designation. Individuals may also transfer prior to finishing the B133 program, though eligibility will be assessed based on courses completed 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
B302 is also an approved program through FP Canada. For more information on the CFP® designation, please visit the FP Canada website.
Note: effective April 1, 2022 CFP® Certification requires a minimum bachelor’s degree. Individuals wishing to pursue a QAFP™ Certification require a minimum 2-year college diploma, which includes B133.
For more information on the degree program, please visit the B302 Honours Bachelor of Commerce (Financial Services) program.
Other Certifications
Graduates of this program may wish to pursue the following additional credentials or certifications in the financial services sector
- Canadian Securities Course (CSC I and CSC II) may be obtained through the Canadian Securities Institute
- Life License Qualification Program (LLQP) course may be obtained through approved providers as listed on Life Licence Qualification Program (LLQP) | Financial Services Regulatory Authority of Ontario (fsrao.ca). This is followed by the Provincial Licensing exam.
- Note: The requirements for each designation/certification are set by the granting body, not George Brown Polytechnic. This includes the QAFP™ and the CFP®. 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.
Future Study
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 1056 | Business Presentation Skills |
| FIN 1035 | Retirement Planning |
| FIN 2035 | Consumer Behaviour & 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 Software |
| FIN 2052 | Post Retirement & Estate Planning |
| FIN 2062 | Canadian Investments II |
| FIN 2063 | Insurance In Financial Planning |
| STS 1037 | Career Planning & Development |
| GNED | General Elective |
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:
- Process and maintain financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
- Prepare and present financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
- Generate financial reports for individuals and/or organizations by applying financial mathematics and statistics.
- Contribute to the development and the implementation of a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service.
- Develop and implement strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop and implement ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
Tuition & Fees
Domestic Tuition
$4,398.00 *
International Tuition
$19,261.00 **
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 2025. Fees are subject to change for programs starting in Fall 2026 and at later dates.
**Amounts listed are the estimated total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2026. Tuition fees are subject to board approval. Material, student service and ancillary fees are estimated based on prior years. All fees are subject to change without notice.
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
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 – Finance (B133)
For inquiries related to this program (for example, course-specific information), please contact one of the program co-ordinators:
Professor Tracey Britt, Program Co-ordinator Email: tbritt1@georgebrown.ca
and
Professor 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.
Campus tours are offered on a regular basis. Sign up today! You can also check out our virtual tour.
Social Channels:
Program Description
Program Overview
The Business – Finance diploma program will give you the knowledge and skills you need to succeed in the financial services sector. After completing this program, you can look forward to fulfilling careers such as financial advisor, financial services representative, customer service representative and investment advisor.
Full Description
The Business – Finance diploma program prepares you with everything you need to succeed in the fast-paced environment of the financial services sector. As this field continues to evolve with the changing technological landscape, new hires with these valuable skills are in high demand. You’ll gain useful knowledge in the areas of customer service, financial planning, investing and risk management.
Here are some skills you’ll be able to show off after completion of the Business – Finance program:
- Helping clients achieve their life goals through financial advising, retirement planning and estate planning.
- Advising clients on critical topics like tax obligations and risk management.
- Generating financial reports for individuals and organizations by applying financial mathematics and statistics.
- Contributing to the development and implementation of a financial plan for each client’s unique circumstances.
This program is part of our School of Marketing and Financial Services.
Earn Your College Credential from a Business School Accredited by ACBSP
Fourteen business programs have earned international recognition from the Accreditation Council for Business Schools and Programs (ACBSP). Advanced diploma and diploma programs at the Schools of Accounting and Finance, Human Resources, Management, and Marketing and the Honours Bachelor of Commerce (Financial Services) program at the School of Accounting and Finance have ACBSP accreditation. George Brown is now one of only two colleges in Ontario to have earned ACBSP accreditation.
Your Field Education Options
George Brown Polytechnic endeavours to provide field education opportunities with real-world challenges and clients. Find out more about field education at the Centre for Business.
Career & Postgraduate Study Opportunities
Educational Pathways
Core Designations
The two-year B133 diploma is an approved program through FP Canada, and covers the core curriculum required for you to pursue the QAFP™ examination at the time of your choosing and at your own cost. For more information on the QAFP™ designation, please visit the FP Canada website.
Degree Transfer Option
This two-year diploma has a direct pathway to the B302 Honours Bachelor of Commerce degree program at George Brown Polytechnic.
This two-year diploma has a direct pathway to the Bachelor of Commerce (Financial Services) with a specialization in Financial Planning (B302). Individuals starting in B133 after Winter 2021 semester that have graduated from their program may be eligible to transfer into Semester 5 of B302. Eligibility is determined based off a Program GPA of 3.0 or higher. This is known as a “2+2” model and is ideal for candidates wishing to pursue degree studies or the Certified Financial Planner (CFP®) designation. Individuals may also transfer prior to finishing the B133 program, though eligibility will be assessed based on courses completed 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
B302 is also an approved program through FP Canada. For more information on the CFP® designation, please visit the FP Canada website.
Note: effective April 1, 2022 CFP® Certification requires a minimum bachelor’s degree. Individuals wishing to pursue a QAFP™ Certification require a minimum 2-year college diploma, which includes B133.
For more information on the degree program, please visit the B302 Honours Bachelor of Commerce (Financial Services) program.
Other Certifications
Graduates of this program may wish to pursue the following additional credentials or certifications in the financial services sector
- Canadian Securities Course (CSC I and CSC II) may be obtained through the Canadian Securities Institute
- Life License Qualification Program (LLQP) course may be obtained through approved providers as listed on Life Licence Qualification Program (LLQP) | Financial Services Regulatory Authority of Ontario (fsrao.ca). This is followed by the Provincial Licensing exam.
- Note: The requirements for each designation/certification are set by the granting body, not George Brown Polytechnic. This includes the QAFP™ and the CFP®. 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.
Future Study
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 1056 | Business Presentation Skills |
| FIN 1035 | Retirement Planning |
| FIN 2035 | Consumer Behaviour & 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 Software |
| FIN 2052 | Post Retirement & Estate Planning |
| FIN 2062 | Canadian Investments II |
| FIN 2063 | Insurance In Financial Planning |
| STS 1037 | Career Planning & Development |
| GNED | General Elective |
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
$4,398.00 *
International Tuition
$19,261.00 **
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 2025. Fees are subject to change for programs starting in Fall 2026 and at later dates.
**Amounts listed are the estimated total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2026. Tuition fees are subject to board approval. Material, student service and ancillary fees are estimated based on prior years. All fees are subject to change without notice.
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
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:
- Process and maintain financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
- Prepare and present financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
- Generate financial reports for individuals and/or organizations by applying financial mathematics and statistics.
- Contribute to the development and the implementation of a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service.
- Develop and implement strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop and implement ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
Contact Us
Business – Finance (B133)
For inquiries related to this program (for example, course-specific information), please contact one of the program co-ordinators:
Professor Tracey Britt, Program Co-ordinator Email: tbritt1@georgebrown.ca
and
Professor 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.
Campus tours are offered on a regular basis. Sign up today! You can also check out our virtual tour.
Social Channels:
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 – Finance
(B133)
Program Details
- Program Code: B133
- Credential: Ontario College Diploma
- Duration: 2 years (4 semesters)
- Method of Study: Full-time
- Starting Months: January, September
- Domestic Tuition: $4,551.00 *
- International Tuition: $18,900.00 **
- Spring 2026 Delivery: Semester 2, 3, 4: On Campus
Program Availability
| Semester | Domestic | International |
|---|---|---|
| Fall 2025 | Closed | Closed |
| Winter 2026 | Closed | Closed |
| Spring 2026 | Not Available | Not Available |
- PGWP Eligible: No
Get answers to your questions
Book info sessionProgram Description
Program Overview
The Business – Finance diploma program will give you the knowledge and skills you need to succeed in the financial services sector. After completing this program, you can look forward to fulfilling careers such as financial advisor, financial services representative, customer service representative and investment advisor.
Full Description
The Business – Finance diploma program prepares you with everything you need to succeed in the fast-paced environment of the financial services sector. As this field continues to evolve with the changing technological landscape, new hires with these valuable skills are in high demand. You’ll gain useful knowledge in the areas of customer service, financial planning, investing and risk management.
Here are some skills you’ll be able to show off after completion of the Business – Finance program:
- Helping clients achieve their life goals through financial advising, retirement planning and estate planning.
- Advising clients on critical topics like tax obligations and risk management.
- Generating financial reports for individuals and organizations by applying financial mathematics and statistics.
- Contributing to the development and implementation of a financial plan for each client’s unique circumstances.
This Centre for Business program is part of our School of Accounting and Finance.
Earn Your College Credential from a Business School Accredited by ACBSP
Fourteen programs at the Centre for Business have earned international recognition from the Accreditation Council for Business Schools and Programs (ACBSP). Advanced diploma and diploma programs at the Schools of Accounting and Finance, Human Resources, Management, and Marketing and the Honours Bachelor of Commerce (Financial Services) program at the School of Accounting and Finance have ACBSP accreditation. George Brown is now one of only two colleges in Ontario to have earned ACBSP accreditation.
Your Field Education Options
George Brown Polytechnic endeavours to provide field education opportunities with real-world challenges and clients. Find out more about field education at the Centre for Business.
Career & Postgraduate Study Opportunities
Educational Pathways
Core Designations
The two-year B133 diploma is an approved program through FP Canada, and covers the core curriculum required for you to pursue the QAFP™ examination at the time of your choosing and at your own cost. For more information on the QAFP™ designation, please visit the FP Canada website.
Degree Transfer Option
This two-year diploma has a direct pathway to the B302 Honours Bachelor of Commerce degree program at George Brown Polytechnic.
This two-year diploma has a direct pathway to the Bachelor of Commerce (Financial Services) with a specialization in Financial Planning (B302). Individuals starting in B133 after Winter 2021 semester that have graduated from their program may be eligible to transfer into Semester 5 of B302. Eligibility is determined based off a Program GPA of 3.0 or higher. This is known as a “2+2” model and is ideal for candidates wishing to pursue degree studies or the Certified Financial Planner (CFP®) designation. Individuals may also transfer prior to finishing the B133 program, though eligibility will be assessed based on courses completed 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
B302 is also an approved program through FP Canada. For more information on the CFP® designation, please visit the FP Canada website.
Note: effective April 1, 2022 CFP® Certification requires a minimum bachelor’s degree. Individuals wishing to pursue a QAFP™ Certification require a minimum 2-year college diploma, which includes B133.
For more information on the degree program, please visit the B302 Honours Bachelor of Commerce (Financial Services) program.
Other Certifications
Graduates of this program may wish to pursue the following additional credentials or certifications in the financial services sector
- Canadian Securities Course (CSC I and CSC II) may be obtained through the Canadian Securities Institute
- Life License Qualification Program (LLQP) course may be obtained through approved providers as listed on Life Licence Qualification Program (LLQP) | Financial Services Regulatory Authority of Ontario (fsrao.ca). This is followed by the Provincial Licensing exam.
- Note: The requirements for each designation/certification are set by the granting body, not George Brown Polytechnic. This includes the QAFP™ and the CFP®. 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.
Future Study
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 1056 | Business Presentation Skills |
| FIN 1035 | Retirement Planning |
| FIN 2035 | Consumer Behaviour & 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 Software |
| FIN 2052 | Post Retirement & Estate Planning |
| FIN 2062 | Canadian Investments II |
| FIN 2063 | Insurance In Financial Planning |
| STS 1037 | Career Planning & Development |
| GNED | General Elective |
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:
- Process and maintain financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
- Prepare and present financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
- Generate financial reports for individuals and/or organizations by applying financial mathematics and statistics.
- Contribute to the development and the implementation of a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service.
- Develop and implement strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop and implement ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
Tuition & Fees
Domestic Tuition
$4,551.00 *
International Tuition
$18,900.00 **
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 2024. Fees are subject to change for programs starting in Fall 2025 and at later dates.
**Amounts listed are the estimated total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2025. Tuition fees are subject to board approval. Material, student service and ancillary fees are estimated based on prior years. All fees are subject to change without notice.
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
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 – Finance (B133)
For inquiries related to this program (for example, course-specific information), please contact one of the program co-ordinators:
Professor Tracey Britt, Program Co-ordinator Email: tbritt1@georgebrown.ca
and
Professor 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.
Campus tours are offered on a regular basis. Sign up today! You can also check out our virtual tour.
Social Channels:
Program Description
Program Overview
The Business – Finance diploma program will give you the knowledge and skills you need to succeed in the financial services sector. After completing this program, you can look forward to fulfilling careers such as financial advisor, financial services representative, customer service representative and investment advisor.
Full Description
The Business – Finance diploma program prepares you with everything you need to succeed in the fast-paced environment of the financial services sector. As this field continues to evolve with the changing technological landscape, new hires with these valuable skills are in high demand. You’ll gain useful knowledge in the areas of customer service, financial planning, investing and risk management.
Here are some skills you’ll be able to show off after completion of the Business – Finance program:
- Helping clients achieve their life goals through financial advising, retirement planning and estate planning.
- Advising clients on critical topics like tax obligations and risk management.
- Generating financial reports for individuals and organizations by applying financial mathematics and statistics.
- Contributing to the development and implementation of a financial plan for each client’s unique circumstances.
This Centre for Business program is part of our School of Accounting and Finance.
Earn Your College Credential from a Business School Accredited by ACBSP
Fourteen programs at the Centre for Business have earned international recognition from the Accreditation Council for Business Schools and Programs (ACBSP). Advanced diploma and diploma programs at the Schools of Accounting and Finance, Human Resources, Management, and Marketing and the Honours Bachelor of Commerce (Financial Services) program at the School of Accounting and Finance have ACBSP accreditation. George Brown is now one of only two colleges in Ontario to have earned ACBSP accreditation.
Your Field Education Options
George Brown Polytechnic endeavours to provide field education opportunities with real-world challenges and clients. Find out more about field education at the Centre for Business.
Career & Postgraduate Study Opportunities
Educational Pathways
Core Designations
The two-year B133 diploma is an approved program through FP Canada, and covers the core curriculum required for you to pursue the QAFP™ examination at the time of your choosing and at your own cost. For more information on the QAFP™ designation, please visit the FP Canada website.
Degree Transfer Option
This two-year diploma has a direct pathway to the B302 Honours Bachelor of Commerce degree program at George Brown Polytechnic.
This two-year diploma has a direct pathway to the Bachelor of Commerce (Financial Services) with a specialization in Financial Planning (B302). Individuals starting in B133 after Winter 2021 semester that have graduated from their program may be eligible to transfer into Semester 5 of B302. Eligibility is determined based off a Program GPA of 3.0 or higher. This is known as a “2+2” model and is ideal for candidates wishing to pursue degree studies or the Certified Financial Planner (CFP®) designation. Individuals may also transfer prior to finishing the B133 program, though eligibility will be assessed based on courses completed 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
B302 is also an approved program through FP Canada. For more information on the CFP® designation, please visit the FP Canada website.
Note: effective April 1, 2022 CFP® Certification requires a minimum bachelor’s degree. Individuals wishing to pursue a QAFP™ Certification require a minimum 2-year college diploma, which includes B133.
For more information on the degree program, please visit the B302 Honours Bachelor of Commerce (Financial Services) program.
Other Certifications
Graduates of this program may wish to pursue the following additional credentials or certifications in the financial services sector
- Canadian Securities Course (CSC I and CSC II) may be obtained through the Canadian Securities Institute
- Life License Qualification Program (LLQP) course may be obtained through approved providers as listed on Life Licence Qualification Program (LLQP) | Financial Services Regulatory Authority of Ontario (fsrao.ca). This is followed by the Provincial Licensing exam.
- Note: The requirements for each designation/certification are set by the granting body, not George Brown Polytechnic. This includes the QAFP™ and the CFP®. 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.
Future Study
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 1056 | Business Presentation Skills |
| FIN 1035 | Retirement Planning |
| FIN 2035 | Consumer Behaviour & 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 Software |
| FIN 2052 | Post Retirement & Estate Planning |
| FIN 2062 | Canadian Investments II |
| FIN 2063 | Insurance In Financial Planning |
| STS 1037 | Career Planning & Development |
| GNED | General Elective |
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
$4,551.00 *
International Tuition
$18,900.00 **
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 2024. Fees are subject to change for programs starting in Fall 2025 and at later dates.
**Amounts listed are the estimated total of tuition, materials, student service and ancillary fees for the first two semesters of programs starting in Fall 2025. Tuition fees are subject to board approval. Material, student service and ancillary fees are estimated based on prior years. All fees are subject to change without notice.
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
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:
- Process and maintain financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.
- Prepare and present financial information in compliance with relevant legislation and regulations for individuals and/or organizations.
- Generate financial reports for individuals and/or organizations by applying financial mathematics and statistics.
- Contribute to the development and the implementation of a financial plan to meet individuals’ and/or organizations’ needs and objectives.
- Contribute to the development and the implementation of marketing strategies to promote financial products and services and to enhance customer service.
- Develop and implement strategies to establish and maintain professional networking and business relationships in the finance sector.
- Analyze, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.
- Develop and implement ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.
Contact Us
Business – Finance (B133)
For inquiries related to this program (for example, course-specific information), please contact one of the program co-ordinators:
Professor Tracey Britt, Program Co-ordinator Email: tbritt1@georgebrown.ca
and
Professor 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.
Campus tours are offered on a regular basis. Sign up today! You can also check out our virtual tour.
Social Channels:
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