Business - Financial Services - 303

Ontario College Diploma
Two years
OSAP Checkmark OSAP Eligible
Earn important credentials while discovering the role of financial planners in an exciting and complex world of personal finance.

Program Highlights

Note: An additional requirement based on overall grades may be required to proceed into some programs.

What you'll learn

  • How to build your career in the financial services sector, personal banking and life insurance field.
  • Understanding what is required to be a mutual fund representative.
  • Pursue your mutual fund license by completing the Canadian Investment Funds Course (CIFC) Exam which meets the proficiency requirement set by the provincial securities commission. Additional fees apply.
  • You will have the opportunity to complete the LLQP (Life License Qualification Program)*

Program Length

2 academic years (periods of 8 months)

Fast Track - allows students to complete a two-year Diploma program (non co-op) in 16 months. Students will start in January and be in school for four continuous semesters: Winter, Spring/Summer, Fall and Winter. Students will not be off during the summer.

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Applied and have questions?
The admissions team is available to help, you can contact them via Admissions or by phone at 1-844-767-6871.


Haven’t applied and need help?
Contact us or phone 905-575-2460.

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Program delivery

Learn about program delivery terms.


Please note: in-person, virtual, and hybrid classes vary according to the program and some programs may be in-person only. Refer to the Program Overview for more information.



Domestic and International student admission requirements

  • OSSD or equivalent (Mohawk Academic Upgrading, GED) including:
    • Grade 12 English, C or U or equivalent
    • Grade 11 Mathematics, C, M or U level or equivalent (M or U level recommended)

Options are available for mature applicants.

Language Requirements for Applicants with English as a Second Language

Applicants whose first language is not English will be required to demonstrate proficiency in English.

Don't have the necessary requirements?

Tuition and Fees

2023 - 2024 Domestic Tuition and Fees

DescriptionSemester 1Semester 2
Compulsory Ancillary Fees$864.60$758.46
Compulsory Program Fees$0.00$0.00
Domestic Tuition$1,354.04$1,354.04
Total Domestic Charges Per Semester$2,218.64$2,112.50
Total 1st Year Fees$4,331.14

Above fees based on full-time September program start date. Contact Student Services to confirm fees for other start dates or semesters.


2023 - 2024 International Tuition and Fees

DescriptionSemester 1Semester 2
Total Tuition & Ancillary Fees$8,355.00$8,355.00
Co-op FeesN/AN/A
Program Compulsory Fees$0.00$0.00
International Tax Recovery$450.00 $375.00 
Total International Charges Per Semester$8,805.00$8,730.00
Total 1st Year Fees$17,535.00

If you pay by wire transfer, please note your bank might charge you a fee to transfer money. Make sure your transfer includes the Mohawk payment and the wire transfer fee. This applies to each wire transfer payment you make.

Additional Information

Financial Assistance

When it comes to paying for your education, investing in your future can be more affordable than you think. A Mohawk education is one of the most cost-effective means of acquiring the skills and knowledge you need to have a prosperous and rewarding career. 

As you start on your chosen career path, it's important to have a realistic set of expectations regarding the expenses associated with attending college. In addition to your tuition fees, you will also need to budget for books, supplies, housing, and other related living expenses. You may be able to supplement your income and savings with scholarships, bursaries, or loans. It pays to do some research into what types of financial assistance you may qualify for.

Available Financial Assistance Resources:

Apply for Awards:

By submitting a Scholarships and Bursaries Application every semester, students have access to over $3 million in Mohawk College scholarships, bursaries and Ministry-partnered funding to help meet their financial needs.

Financial Literacy and Money Coaching:

Whether saving for school, sticking to a budget, or planning for a major purchase, financial literacy affects us all. That's why Mo' Money is committed to helping our students improve their money skills and become more confident with their money.

Course Overview & Descriptions

Click on the course title for a course description.

Experiential Learning

How you’ll gain skills

  • With close ties to industry partners and real-life projects, you will be provided with experiential opportunities while learning the necessary technical skills.
  • Experience interactive business simulations.

To learn more, please visit the Centre for Experiential Learning. 

Learning Outcomes

Program Learning Outcomes, often referred to as ‘Program Standards', set out the essential learning that a student must achieve before being deemed ready to graduate.

In many cases these program learning outcomes were developed by the Ministry of Colleges and Universities (MCU) in consultation with employers and educators who are experts in the program field. To ensure the outcomes remain current and in line with industry needs, we invite our employers, graduates working in the field and current students to re-examine and update them during regular, ongoing program review focus groups.

Career Opportunities

Your future career options

  • Financial Services Representative
  • Investment Advisor
  • Wealth Manager
  • Financial Planner
  • Retirement Planner
  • Independent Financial Planner
  • Mutual Fund Salesperson
  • Life Licensee

Where you could work includes:

  • Banks/Trust Companies/Credit Unions
  • Mutual Fund Companies
  • Financial Planning Firms
  • Life and Health Insurance Companies
  • Securities/Brokerages
  • Accounting Firms

Opportunities for grads

  • Successful graduates will have completed the Advanced Curriculum toward their Certified Financial Planning (CFP®) designation. Should graduates wish to obtain the CFP® designation, they must additionally complete the IPE course, CFP® Professional Education Program and CFP® Examination from FP Canada and complete three relevant work experience.
  • Successful graduates may be able to challenge the CSI Applied Financial Planning (AFP) Certification Examinations offered through the Canadian Securities Institute toward their Personal Financial Planner (PFP) designation. Should graduates wish to obtain the PFP designation, they must additionally meet the three years relevant work experience requirement

Educational Pathways

If you've successfully taken a course at another post-secondary institution, you may be able to earn course exemptions toward your credential here at Mohawk.

Common core

For the "Transfer From" programs listed below, there is a common first semester, whereupon upon successful completion of the first semester you may be eligible to enter Semester 2 of Business - Financial Services - 303. 

When transferring from Business - Financial Services - 303 into Business Administration - 632, you enter semester 5. 

If you have successfully completed one of the following programs at Mohawk, you may be eligible to receive transfer credit in this program.

Transfer from

You can transfer to the Business - Financial Services - 303 from the following programs:


Fennell Campus (FF)
Ontario College Diploma

Receiving Program

Transfer to

You can transfer from the Business - Financial Services - 303 to the following programs:

Business Analysis

Fennell Campus (FF)
Ontario College Graduate Certificate

Credit transfer agreements have been arranged to make it easier for students to move from Mohawk to another institution.

Transfer From Business - Financial Services To

Athabasca University

Program Name
See below for Business - Financial Services pathways
Opportunity Details

BComm (PD)

BComm (PD) + Major (PD)

BMgmt 3 Yr (PD) 

BMgmt 4 Yr (PD)

BMgmt 4 Yr + major (PD)


Bachelor of Commerce - PD

Bachelor of Commerce - PD with major

Bachelor of Human Resources and Labour Relations - PD

Bachelor of Management - 3 yr PD

Bachelor of Management - 4 yr PD

Bachelor of Management - 4 yr PD with major


1 University Dr
Athabasca AB T9S 3A3

Brock University

Program Name
See below for Business - Financial Services pathways
Opportunity Details

Bachelor of Business Administration (BBA) degree


1812 Sir Isaac Brock Way
St.Catharines ON L2S 3A1

Davenport University

Program Name
See below for Business - Financial Services pathways
Opportunity Details

Bachelor of Business Administration

  • Finance/Financial Planning Specialty

Bachelor of Business Administration

  • Finance

6191 Kraft Ave SE
Grand Rapids, MI 49512
United States

Mohawk College makes every effort to ensure the accuracy of each transfer opportunity. Please note that changes may occur in program offerings, admission requirements, and transfer credits granted by the receiving institutions. We advise all students to check with the receiving institution directly for the most up-to-date information.

Don’t see what you’re looking for? Search for more pathways with Ontario public colleges and universities.

Mohawk College makes no warranty or endorsement of material contained within links to external websites, nor does the College assume any responsibility for the linked website or its contents.

Additional Information

Certified Financial Planner (CFP) Designation

The Business - Financial Services Diploma prepares students to write the first competency exam, which is the necessary first step to obtain the Certified Financial Planner (CFP) designation.

Students successfully completing this Financial Planning Standards Council (FPSC) Accredited Education program and who wish to receive the Certified Financial Planner (CFP) designation must pass the CFP Accreditation exam which is scheduled in June and December of each year. In addition, students must also meet the two-year work experience requirements to be eligible for CFP licensing.

Personal Financial Planner (PFP®) Designation

The Business - Financial Services Diploma prepares students to write the Applied Financial Planning Certification examination which is necessary to obtain the Personal Financial Planner (PFP®) designation.

Students successfully completing this Canadian Securities Institute (CSI) approved educational path who wish to receive the Personal Financial Planner (PFP) designation must also meet the three-year work experience requirements to be eligible for PFP licensing. Read more on the Canadian Securities Institute website.


Mutual Funds Licensing

At the end of the third semester, students will have a solid foundation of what they need to know to be mutual fund dealing representatives. The successful completion of the Canadian Investment Funds Course (CIFC) Exam meets the proficiency requirement by the provincial securities commissions for mutual fund licensing.


Registered students who have been convicted of an offence under the criminal code which they have not been pardoned may be denied the opportunity to enter work placement. A certificate of "Police Clearance" and/or "Consent to Disclosure" may be requested by the work placement agency.

Program Coordinator


Contact us

Domestic Canadian Students

Contact Student Recruitment
Haven’t applied yet and have questions?
Contact our Student Recruitment team for information on programs, how to apply, and more.

Contact Admissions
Contact our Admissions advisors for help with your application.
Contact Admissions
Phone: 1-844-767-6871

International Students

Contact International Student Recruitment
Contact our International Student Recruitment team for information on programs, how to apply, and student life.
Contact International
Phone: 1-905-575-2254
Toll free phone numbers:
For general questions: 1-888-Mohawk9 (1-888-664-2959)
North China: 10-800-714-2521
South China: 10-800-140-2541
Brazil: 0800-022-7408
Philippines: 180011102544

Contact International Admissions
Contact our Admissions advisors for help with your application.
Contact International Admissions
Phone: 1-905-575-2254

*Not all programs are international eligible. Please see our programs available for international students.

Accessible Learning Services

Are you a student with a confirmed or suspected disability? Visit our Accessible Learning Services website to discover how we can help you.

Program Coordinator

Canadian Domestic Students

Fennell Campus (FF)
Sep 2024
Jan 2025

International Students

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Syed C

"Mohawk's Financial Services Program has prepared me very well for a second career. But most importantly, it helped me get my confidence back that I had lost in my first year in Canada. The School of Business teachers and the staff are very capable and empathetic. They made it really fascinating."
Syed Chowdhury – first graduating class for Financial Services 2009

Dusko T

"My experience in the program has been a great one. The teachers are very knowledgeable and are very dedicated to the students. I am glad I chose Financial Services at Mohawk College as my program of study."
Dusko Trifunovic – first graduating class for Financial Services 2009

Diana P

"When I started Mohawk College, I was looking for a career that would allow me to help people, make a difference and allow me to live a lifestyle of freedom and choice. Deciding to become a Financial Advisor has certainly provided me with that opportunity. There are many aspects that need to be learned in order to become a Financial Advisor including; Sales, Networking, Mutual Funds, Insurance, Wealth Management, Estates and so much more. Between the experienced Teachers, the atmosphere of the College, the opportunities that the program provides, the networking and of course the fantastic curriculum provided by Mohawk College, I feel I am not only prepared but excited to embark in this new career."
Diana Piszczek – Graduating Class of Financial Services 2010

Suzanne F

"The Financial Services program gave me the tools and skills that I needed to start my career the day I left College. The practical and hands on components of the course enabled me to confidently begin my career in the financial industry. The extra accreditations that I received allowed me to gain a full time position with CIBC and qualified me to write my Certified Financial Planners exam. I also graduated with an extensive network of classmates and teachers to help enable me to reach my career goals."
Suzanne Farr – Graduating Class of Financial Services 2010
Financial Services Representative, CIBC Dunnville