Business - Financial Services - 303
Overview
Thank you for your interest in Mohawk College!
This program is no longer accepting applications after January 2025. You may want to check out similar programs, including:
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You can also return to the list of all programs to search again. International Students can visit the International Student site for more information.
Program Highlights
- 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:
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.
Admission
Admission
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
- See below for accepted equivalents for Grade 12 English:
- Successful completion of the GAS-English for Academic Purposes (478 or 278) program
- TOEFL minimum score of 550 (80 Internet based)
- or IELTS Academic minimum score of 6.0 overall with no band less than 5.5
- More information about acceptable certificates, can be found on the International Admission Requirements
Applicants whose first language is not English will be required to demonstrate proficiency in English.
Don't have the necessary requirements?
Tuition and Fees
Tuition and Fees
2024 - 2025 Domestic Tuition and Fees
Description | Semester 1 | Semester 2 |
---|---|---|
Compulsory Ancillary Fees | $881.96 | $785.16 |
Compulsory Program Fees | $0.00 | $0.00 |
Domestic Tuition | $1,354.04 | $1,354.04 |
Total Domestic Charges Per Semester | $2,236.00 | $2,139.20 |
Total 1st Year Fees | $4,375.20 |
Above fees based on full-time September program start date. Contact Student Services to confirm fees for other start dates or semesters.
- Full Cost Breakdown
- Explore payment options
- Book costs for your program can be found through the Campus Store
2024 - 2025 International Tuition and Fees
Description | Semester 1 | Semester 2 |
---|---|---|
Total Tuition & Ancillary Fees | $8,525.00 | $8,525.00 |
Co-op Fees | N/A | N/A |
Program Compulsory Fees | $0.00 | $0.00 |
International Tax Recovery | $450.00 | $375.00 |
Total International Charges Per Semester | $8,975.00 | $8,900.00 |
Total 1st Year Fees | $17,875.00 |
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.
- Full Cost Breakdown
- Explore payment options
- Book costs for your program can be found through the Campus Store
Additional Information
Financial Assistance
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:
- OSAP Eligible. Learn about Ontario Student Assistance Program - OSAP (domestic students only)
- Working on Campus
- Additional Sources of Funding
- Financial Assistance Home Page
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:
Whether saving for school, sticking to a budget, or planning for a major purchase, financial literacy affects us all. That's why Mohawk College is dedicated to helping students improve their financial literacy and become more confident in managing their money.
- Complete the free online Money Matters Module to earn Co-Curricular Credit!
- Financial Resources and Calculators
Program of Studies
Course Overview & Descriptions
Click on the course title for a course description.
Experiential Learning
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
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
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
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. To start a new program at Mohawk, you must apply via ontariocolleges.ca.
Transfer from
You can transfer to the Business - Financial Services - 303 from the following programs:
Business - Accounting
Business Administration
Business Administration - Accounting
Business Administration - Human Resources
Business - Marketing
Business Administration - Marketing
Insurance
Receiving Program
Business - Financial Services
Transfer to
You can transfer from the Business - Financial Services - 303 to the following programs:
Business Analysis
International Business Management - Product Management
Supply Chain Management
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
1 University Dr
Athabasca AB T9S 3A3
Canada
BComm (PD)
BComm (PD) + Major (PD)
BMgmt 3 Yr (PD)
BMgmt 4 Yr (PD)
BMgmt 4 Yr + major (PD)
BHRLR (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
Canada
Brock University
1812 Sir Isaac Brock Way
St.Catharines ON L2S 3A1
Canada
Bachelor of Business Administration (BBA) degree
1812 Sir Isaac Brock Way
St.Catharines ON L2S 3A1
Canada
Davenport University
6191 Kraft Ave SE
Grand Rapids, MI 49512
United States
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 ONTransfer.ca 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
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.
Note:
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.
Faculty
Program Coordinator
Elysia Estee
Faculty
Contact Us
Contact us
Domestic Canadian Students
Contact Student Recruitment
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Contact Admissions
Phone: 1-844-767-6871
International Students
Contact International Student Recruitment
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Contact International
Email: intl.representatives@mohawkcollege.ca
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
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Program Coordinator
Elysia Estee
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