Build a career in the personal financial services sector 

Gain foundational business skills in your first year, then build on that groundwork to earn 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, plus master the interpersonal skills that you need to excel.

Program highlights

  • Flexible delivery lets you study full-time or part-time with the option to attend classes on campus or via Zoom 
  • The only program of its kind in northern Ontario 
  • Prepare to work in 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 or Honours Bachelor of Business Administration degree programs 

Program of study for 2024-25 Academic Year

Plan of Study Grid
Semester 1Credits
ECN 1101 Microeconomics 3
ENG 1002 College Communications 3
ISP 3026 Spreadsheets for Business 3
BUS 1125 Business Professionalism 3
BUS 1146 Introduction to Business Management 3
ACC 1045 Introduction to Accounting 3
BUS 1211 Business Mathematics 3
Semester 2
ACC 1050 Financial Accounting 3
BUS 1153 CSR and Ethics 3
BUS 1212 Financial Mathematics 3
BUS 1111 Business Research Methods 3
ECN 1202 Macroeconomics 3
MKT 1204 Foundations of Marketing 3
One General Education Course. 1 3
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
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
 Total Credits84

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


Spring term start

SEMESTER 1:  Spring 2024
SEMESTER 2:  Fall 2024
SEMESTER 3:  Winter 2025
SEMESTER 4:  Spring 2025


Fall term start

SEMESTER 1:  Fall 2024
SEMESTER 2:  Winter 2025
SEMESTER 3:  Fall 2025
SEMESTER 4:  Winter 2026

Winter term start

SEMESTER 1:  Winter 2025
SEMESTER 2:  Spring 2025
SEMESTER 3:  Fall 2025
SEMESTER 4:  Winter 2026

Spring term start

SEMESTER 1:  Spring 2025
SEMESTER 2:  Fall 2025
SEMESTER 3:  Winter 2026
SEMESTER 4:  Spring 2026

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 2 of the program.  Students may also receive direct entry into Year 2 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 to intermediate level jobs in the financial services industry, and begin their journey on towards becoming a financial planner.  Roles include:

  • Banking
  • 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.