Financial Planning (FIP)

Program overview

The Financial Planning (FIP) program at Seneca is an eight-month graduate certificate designed to prepare students for a career in one of the fastest-growing sectors of financial services. This program equips students with essential skills for both client-facing and behind-the-scenes roles in various financial institutions, including banks, trust companies, insurance firms, and wealth management organizations. Students will learn to manage personal finances, provide financial advice, and pursue industry-recognized certifications, making them well-prepared for the demands of the financial planning industry.

Program structure

The Financial Planning program is structured to provide a comprehensive learning experience over a duration of 2 semesters (8 months). Key features of the program include:

• Flexible delivery format, allowing for a mix of in-person and online learning.
• Field placement work experience, requiring a minimum of 140 hours in a financial planning-related role.
• Part-time study options available for students who may need more flexibility.
• Opportunity to complete an industry project as an alternative to field placement.

This structure ensures that students not only gain theoretical knowledge but also practical experience, enhancing their employability in the financial services sector.

Featured Experiences

The Financial Planning program offers several unique experiences that enhance learning and professional development:

• Field placement work experience, providing hands-on learning in a real-world financial planning environment.
• Industry project option, allowing students to apply their knowledge in a practical setting.
• Access to industry partners for networking and potential job opportunities.
• Flexible course delivery, combining online and in-person classes to suit different learning preferences.

These experiences are designed to prepare students for successful careers in financial planning and related fields.

Career Options

Graduates of the Financial Planning program can pursue a variety of career paths in Canada, including:

• Financial Services Professionals: Work in various capacities within financial institutions, providing services to clients.
• Personal Bankers: Assist clients with their banking needs, offering personalized financial advice and solutions.
• Financial Advisers/Planners: Help clients develop financial plans to achieve their financial goals.
• Investment Representatives: Provide guidance on investment opportunities and manage client portfolios.
• Insurance Agents/Brokers: Sell insurance products and advise clients on coverage options.
• Financial Planning Support Associates: Assist financial planners in preparing documents and managing client relationships.

These roles highlight the diverse opportunities available to graduates, allowing them to make a significant impact in the financial services industry.

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