The Financial Planning graduate certificate program at Seneca Polytechnic prepares students for careers in one of Canada's fastest-growing financial services sectors. The program provides specialized knowledge in personal financial planning, wealth management, investment strategies, banking, insurance and client relationship management.
Students develop practical skills in financial analysis, financial planning, communication, critical thinking and client advisory services. The curriculum is designed to support career opportunities in banking, investment services, insurance, wealth management and financial planning organizations.
A mandatory field placement or industry project allows students to apply their knowledge in a professional environment while gaining valuable industry experience. Graduates are also positioned to pursue industry-recognized certifications including CSC®, CFSA, PFP®, QAFP™ and CFP® pathways.
- Academic Requirement: • Ontario College Diploma, Advanced Diploma, Degree or equivalent. • Applicants from Business, Commerce, Accounting, Finance, Economics and related disciplines are preferred. • International applicants must submit academic transcripts and graduation certificates. • Previous post-secondary education is required.
- ELP Requirement: • IELTS Academic: 6.5 Overall (No Band Below 6.0) • PTE Academic: 60 • Duolingo English Test: 120-125 • TOEFL iBT: Minimum 22 in each skill • CAEL: 70 (Writing 60) • Cambridge English: 176 (No skill below 169)
- Special Requirement: • Mandatory field placement or industry project required. • Minimum 140 hours of financial planning-related work experience. • Placement may be paid or unpaid. • Students may complete an industry project if a placement is not secured. • Program prepares students for industry certifications including CSC®, CFSA, PFP®, QAFP™ and CFP® pathways. • Additional certification exams and fees may apply after graduation.
-
Students whose study permit applications are still pending may request a deferral to the next available intake, provided the request is submitted before Day 10 of classes and the program is available. Deferrals are granted only once.
-
Students awaiting an IRCC decision must still meet the deferral deadline. Requests submitted after Day 10 of classes will not be approved solely because a study permit decision is pending.
-
Students may alternatively withdraw and apply for a refund by submitting the required withdrawal form and supporting documentation. Applicable administrative fees may be deducted.
-
If a study permit application is refused, students may defer their admission and request a new Provincial Attestation Letter (PAL) to support a future study permit application. PAL issuance is subject to availability and cannot be guaranteed.
-
Refund requests due to study permit refusal must include a copy of the official IRCC refusal letter and be submitted within 14 days of the refusal date.
-
Only the refusal letter associated with the intake being withdrawn from will be considered for refund eligibility.
-
Students whose second study permit application is refused before the start of classes may still qualify for a refund, subject to Seneca’s refund policy.
-
Deferral requests are subject to program availability, and late requests may require a written appeal.
-
Approved late deferrals may be subject to a CAD $200 late fee.
- Application Fee: $90
- LOA Deposit: $0
- Annual Tuition Fee: $16,572
- Total Tuition Fee: $16,572
- Course Duration: 8 Months
- Credentials: Diploma
- Intake: September 2026
• Completed application form
• CAD $90 application fee
• Passport copy
• Diploma/Degree certificate
• Academic transcripts
• English language proficiency test results (IELTS/PTE/TOEFL/Duolingo)
• Resume/CV (recommended)
• Proof of name change (if applicable)
• Additional documents requested by Seneca Polytechnic
• Monitor application status through Seneca Student Home