Build a career in the personal financial services sector
Gain foundational business skills in your first semester, then build on that groundwork to gain specialized knowledge in financial services industry regulations, credit and debt management, and financial analysis. You’ll explore registered retirement and education plans, government benefit plans, economics, investments, taxation, law, and insurance. Additionally, you'll master the interpersonal skills needed to excel.
To support diverse learning needs, the program is offered through flexible delivery options, including in-class and online. If you choose to study online, please be aware that some courses will include invigilated assessments. These assessments may require attendance on campus or at an approved invigilation site. Fees may apply when using external approved testing locations.
Program highlights
- The only program of its kind in northern Ontario
- Prepare for entry and intermediate-level jobs in the financial services sector
- Designed to start your journey towards becoming a financial planner in Ontario
- Gain advanced standing in Cambrian’s Bachelor of Business Administration (GBBA) or Honours Bachelor of Business Administration (HBBA) degree programs
Program of study for 2027-28 Academic Year
| Semester 1 | Credits | |
|---|---|---|
| MTH 1105 | Business and Financial Math | 3 |
| ACC 1103 | Accounting Fundamentals I | 3 |
| BUS 1146 | Introduction to Business Management | 3 |
| ECN 1101 | Microeconomics | 3 |
| ENG 1002 | College Communications | 3 |
| ISP 3026 | Spreadsheets for Business | 3 |
| One General Education Course 1 | 3 | |
| Credits | 21 | |
| Semester 2 | ||
| AIE 1200 | AI for Business | 3 |
| FIN 1016 | Introduction to Finance | 3 |
| BUS 1111 | Business Research Methods | 3 |
| BUS 1145 | International Management | 3 |
| BUS 1153 | CSR and Ethics | 3 |
| ECN 1202 | Macroeconomics | 3 |
| MKT 1204 | Foundations of Marketing | 3 |
| Credits | 21 | |
| Semester 3 | ||
| FIN 1300 | Financial Planning | 3 |
| FIN 1301 | Insurance and Risk Management | 3 |
| FIN 1302 | Retirement Planning | 3 |
| FIN 1303 | Canadian Securities I | 3 |
| FIN 1304 | Tax Planning | 3 |
| FIN 1305 | Law and Estate Planning | 3 |
| One General Education Course. 1 | 3 | |
| Credits | 21 | |
| Semester 4 | ||
| FIN 1400 | Debt Management | 3 |
| FIN 1401 | Integrated Financial Planning | 3 |
| FIN 1402 | Retirement Education Planning | 3 |
| FIN 1403 | Mortgage Agent | 3 |
| FIN 1404 | Mutual Funds in Canada | 3 |
| FIN 1405 | Canadian Securities II | 3 |
| One General Education Course. 1 | 3 | |
| Credits | 21 | |
| Total Credits | 84 | |
- 1
For more information regarding General Education courses, click here.
Admission requirements
For graduates of the new curriculum (OSS): Ontario Secondary School Diploma (30 credits) or equivalent or mature student status, including:
- Any grade 12 English (C) or (U)
- Any grade 11 mathematics (C), (U), or (M)
Program delivery
2027 - 2028
Fall term start
SEMESTER 1: Fall 2027
SEMESTER 2: Winter 2028
SEMESTER 3: Fall 2028
SEMESTER 4: Winter 2029
Winter term start
SEMESTER 1: Winter 2028
SEMESTER 2: Spring 2028
SEMESTER 3: Fall 2028
SEMESTER 4: Winter 2029
Specific program pathways
Advanced standing opportunities - degree programs
Graduates from this program (or equivalent) meeting a 2.5 GPA requirement are eligible for advanced standing in the Honours Bachelor of Business Administration program and will receive direct entry into year two of the program. Students may also receive direct entry into year two of the Bachelor of Business Administration program.
College or university degree opportunities
If you are a graduate of this program, you may continue your studies at a college or university and you may receive credit(s) for your prior college education. Refer to Cambrian's college and university agreement details for further information
Employment opportunities
Graduates will be prepared to work in entry-level to intermediate-level jobs in the financial services industry and begin their journey toward becoming a financial planner. Pursue roles in:
- Banking
- The mortgage industry
- Personal financial planning
- Security trading
- Insurance
Please note: Cambrian College strives to ensure the accuracy of the information on this website. Please note that the academic curriculum is continually reviewed and revised to ensure that Cambrian's programs and courses remain relevant. The College reserves the right to cancel or make changes to any course or program, fee, procedure, or campus location at any time.
