Business - Financial Services - 303
- Mohawk is approved by both the FP Canada and Moody’s/Canadian Securities Institute (CSI) as an educational provider for students pursuing the Certified Financial Planner (CFP®) and Personal Financial Planner (PFP) designations.
- Upon completion of a common first semester, you may choose to transfer into second semester of one of the following programs:
- Business - Accounting (316)
- Business Administration (632)
- Business Administration - Accounting (364)
- Business Administration - Human Resources (363)
- Business Administration - Marketing (non co-op 362 or co-op 366)
- Business (General) (320)
- Business - Marketing (319)
- Insurance (non co-op 318 or co-op 368)
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)*
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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Tuition and Fees
Tuition and Fees
2020 - 2021 Domestic Tuition and Fees
|Semester 1||Semester 2|
Compulsory Ancillary Fees
Compulsory Program Fees
|Total Domestic Charges Per Semester||$2,107.51||$2,052.24|
|Total 1st Year Fees||$4,159.75|
Above fees based on full-time September program start date. Contact Student Services to confirm fees for other start dates or semesters.
- Awards: Scholarships and Bursaries
- OSAP Eligible. Learn about Ontario Student Assistance Program (OSAP).
- Full Cost Breakdown
2020 - 2021 International Tuition and Fees
|Semester 1||Semester 2|
Total Tuition & Ancillary Fees
Program Compulsory Fees
|International Tax Recovery||$450.00||$375.00|
|Total International Charges Per Semester||$8,329.00||$8,310.00|
|Total 1st Year Fees||$16,639.00|
- International Scholarships and Bursaries
- OSAP not eligible for International Students
- Full Cost Breakdown
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.
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)
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.
Language Requirements for International Students:
- See below for accepted equivalents for Grade 12 English:
Applicants whose first language is not English will be required to demonstrate proficiency in English. Options are available for mature applicants.
Where you can go next
- Earn a degree**:
- Athabasca University - Bachelor of Commerce, Bachelor of Human Resources and Labour Relations, Bachelor of Management
- Davenport University - Bachelor of Business Administration - Finance/Financial Planning Speciality, Bachelor of Business Administration - Finance
- Niagara University - Bachelor of Science in Management, Marketing, Economics or Finance
- View our internal pathways map PDF. This Pathways map shows how the identified program can lead to future program choices within Mohawk.
- Visit Pathways and Credit Transfer for degree completion opportunities outside of Ontario.
- See ontransfer.ca for additional opportunities at other colleges or universities in Ontario.
Your future career options
- Financial Services Representative
- Investment Advisor
- Wealth Manager
Independent Financial Planner
Mutual Fund Salesperson
Where you could work includes:
- Banks/Trust Companies/Credit Unions
- Mutual Fund Companies
- Financial Planning Firms
- Life and Health Insurance Companies
- 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
Program of Studies
Course Overview & Descriptions
Click on the course title for a course description.
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.
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.
Domestic Canadian Students
Contact Student Recruitment
Contact our Student Recruitment team for information on our programs, student life, and more.
Contact our Admissions advisors for help with your application.
Contact International Student Recruitment
Contact our International Student Recruitment team for information on programs, how to apply, and student life.
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
Student Success Advisors
Student Success Advisors
Student Success Advisors assist current students to transition to college life, co-creating an academic success plan, advice on course selection, changing programs, or referrals to specialized support services. If you need help applying to Mohawk, contact Admissions (for International Students, please contact International Admissions).