Program overview
Admission Requirements
Intakes

Last updated on 2026-01-30

Program overview

Program Overview

This two-year Financial Services diploma program is designed for individuals seeking an in-depth understanding of the financial services industry. Students will engage in both theoretical and practical coursework, gaining essential industry certifications along the way. Notably, participants will earn certifications in the Canadian Securities Course (CSC), life insurance (LLQP), mutual funds (IFIC), and retirement planning (RPC). This comprehensive approach ensures that graduates are well-prepared for a variety of roles within the financial sector.

Program Structure

The Financial Services diploma program is structured over a two-year period, divided into four semesters. The program is designed to provide a blend of theoretical knowledge and practical skills, ensuring that students are industry-ready upon graduation. Key features of the program include:

  • Delivery modes that may include asynchronous learning, synchronous learning, hybrid, and on-campus options.
  • Opportunities to gain industry certifications alongside academic learning.
  • Practical application of knowledge through various projects and assignments.

Students will also have the chance to participate in co-op placements or internships, providing real-world experience that enhances their employability in the financial services sector.

Featured Experiences

  • Industry certifications such as the Canadian Securities Course (CSC), life insurance (LLQP), mutual funds (IFIC), and retirement planning (RPC).
  • Hands-on learning experiences through practical coursework.
  • Access to experienced faculty members who are industry professionals.
  • Small class sizes that foster individualized attention and support.
  • Flexible learning options, including evening and weekend classes.

Career Options

  • Personal Banking Representative: Assists clients with their banking needs, providing advice on accounts, loans, and financial products.
  • Financial Analyst: Analyzes financial data to help organizations make informed business decisions.
  • Investment Advisor: Guides clients on investment strategies and portfolio management to achieve their financial goals.
  • Loan Counselor: Works with clients to assess their financial situations and recommend suitable loan options.
  • Budget Analyst: Helps organizations manage their finances by analyzing budget proposals and financial reports.
  • Stock Broker: Facilitates the buying and selling of stocks and securities on behalf of clients.
  • Mortgage Specialist: Assists clients in securing mortgage loans and provides guidance on home financing options.
  • Financial Planner: Develops comprehensive financial plans for clients, addressing savings, investments, and retirement.
  • Retirement Planner: Helps clients prepare for retirement by creating strategies for income and investment management.

 

DISCLAIMER: The information above is subject to change. For the latest updates, please contact LOA Portal's advisors.

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