George Brown College Full-Time Programs 2020-2021

BUSINESS - FINANCE PROGRAM (B133)

PROGRAM Business – Finance TUITION
NAME
$4,547.00 *
COURSE CODE B133
SCHOOL School of Accounting and Finance
ADDITIONAL COST
CENTRE Business *Amounts listed are the total of tuition, materials, student service
and ancillary fees for the first two semesters of programs starting in
LOCATION St. James Campus
Fall 2019. Fees are subject to change for programs starting in Fall
DURATION 2 years (4 semesters) 2020 and at later dates.

STARTING September, January International students: Visit the International Fees and Related
MONTH Costs2 page for more information.
CREDENTIAL Ontario College Diploma
The program teaches the curriculum required to prepare to write
YEAR OF 2020-2021 industry-credentialing exams. These include:
STUDY
• Canadian Securities Course I and II (CSC I and CSC II)
METHOD OF FT
• Qualified Associate Financial Planner (QAFP®) Exam
STUDY
• Certified Financial Planner® (CFP®) Exam (Note: A degree
APPLY TO Ontario Colleges1 requirement is being introduced to be eligible to become a CFP
Professional, visit the FP Canada website for more info. If you
wish to pursue a degree, please see the “Future Studies”
section below.)
• Life License Qualification Program (LLQP)
• An Approved LLQP training course
• LLQP Provincial Examination
Fees for external exams are not included and are an additional cost
to this program. Students or graduates should visit the following
websites for information regarding exam dates and fees:

• FP Canada3
• Canadian Securities Institute4
• Oliver's Learning5 (or another approved provider)
• Financial Services Regulatory Authority of Ontario6
FINANCIAL ASSISTANCE
The OSAP eligibility for this program has yet to be reviewed by the
Ministry.

The Business – Finance diploma program provides
students with the knowledge and skills to work in the
financial services sector. The financial services sector
continues to grow and adapt to the needs of clients through
the use of technology. People with customer service skills
and knowledge of financial planning, call centre operations,
investments and risk management are needed in this fast-
paced environment.
Upon completion of this program, you will be able to:
◦ Insurance and Risk Management – manage the
client's exposure to an unexpected financial loss
due to death, health issues, property damage and
other risks.
◦ Estate Planning – assess how the client can meet
their objectives upon death in the most efficient and
cost-effective manner
This Centre for Business7 program is part of our School of
Accounting and Finance8.

• Help clients take steps to achieve their life goals

through an integrated approach to the management of
all their financial affairs, including such areas as:
◦ Financial Management – assess the client’s current
and future financial position, based upon their cash
flow, budget and net worth.
◦ Investment Management – assess the nature of the
client’s assets based on their risk tolerance, time
horizon and expected rates of return
◦ Retirement Planning – compare the client’s
expected lifestyle in retirement to their current
retirement assets and planned savings
◦ Tax Planning – assess the client’s current and
future tax obligations and strategies employed to
minimize or defer taxation
George Brown College Full-Time Programs 2020-2021

PROGRAM STANDARDS AND LEARNING SEMESTER 1

OUTCOMES Pre-
Code Courses
requisite
The graduate has reliably demonstrated the ability to:
BUS 1038 Business Concepts I NONE
1. Process and maintain financial records in compliance COMM 1007 College English NONE
with relevant policies, procedures and regulations for ECON 1032 Macroeconomics NONE
individuals and/or organizations. FIN 1003 Financial Systems in Canada NONE
2. Prepare and present financial information in compliance
with relevant legislation and regulations for individuals MATH 1191 Mathematics of Finance NONE
and/or organizations. MARK 1020 Principles of Marketing 1 NONE
3. Generate financial reports for individuals and/or GHUM 1087 Successful Relations NONE
organizations by applying financial mathematics and
statistics. SEMESTER 2
4. Contribute to the development and the implementation
Pre-
of a financial plan to meet individuals’ and/or Code Courses
organizations’ needs and objectives.
requisite
5. Contribute to the development and the implementation ACCT 1001 Accounting Fundamentals I NONE
of marketing strategies to promote financial products Business Computer
COMP 1010 NONE
and services and to enhance customer service. Applications I
6. Develop and implement strategies to establish and COMM
maintain professional networking and business COMM 1034 Professional Communications I
1007
relationships in the finance sector. Fundamentals of Financial
7. Analyze, within a Canadian context, the impact of FIN 1011 NONE
Planning
economic variables, legislation, ethics, technology and
the environment on individuals’ and/or organizations’ PSY 1129 Organizational Behaviour NONE
operations. Select One General Education Elective
8. Develop and implement ongoing strategies for personal
and professional development, highlighting ethics, SEMESTER 3
values and standards in the finance sector. Pre-
Code Courses
REQUIRED COURSES requisite
COMM
In order to graduate from the B133 program, you need to BUS 1056 Business Presentation Skills
1007
complete 27 courses: 24 Mandatory courses and 3 FIN 2061 Canadian Investments I FIN 1011
General Education Electives.
Consumer Behaviour &
FIN 2035 MARK 1020
Depending on the results of your placement tests, you may Financial Needs
be required to take COMM 1003 (English Skills) or CESL FIN 1035 Retirement Planning FIN 1011
1003 (English Skills-ESL) before progressing to COMM LAW 1011 Business and Family Law NONE
1007. Similarly, you may be required to take MATH1027 STAT 1010 Quantitative Methods I MATH 1021
(Business Math with Remediation) before progressing to
MATH 1021. COMM1003/CESL 1003 and MATH 1027 do Select One General Education Elective
not count towards the 27 courses required for graduation,
SEMESTER 4
and you will be charged for these extra courses. Please
speak to the Business Office staff if you need any Pre-
assistance. Code Courses
requisite
General Education Courses (Semester Two, Three and FIN 1040 Estate Planning Fundamentals FIN 1011
Four): You must complete 4 General Education courses. 1 FIN 2062 Canadian Investments II FIN 1011
mandatory ("Successful Social Relations" - GHUM 1087)
Insurance in Financial
and 3 chosen from at least 2 of the following categories: FIN 2063 FIN 1011
Planning
Social Sciences (GSSC), Arts and Humanities (GHUM) or
Science and Technology (GSCI). ACCT 2028 Taxation I ACCT 1001
FIN 2003 Money Management Software FIN 1011
You are required to make up any failed or dropped
courses before you are eligible to graduate. You can Career Planning &
STS 1037 NONE
make up these courses during the day, and some are Development
offered in the evening through Continuing Education. Select One General Education Elective
Please check with the Business Office staff to ensure that
the Continuing Education courses are equivalent to what is General Education Electives
taught in the full-time program. Note that some courses
may not be offered in every semester. Our staff can assist ARTICULATION AGREEMENT
you in any special timetable requirements you may have. George Brown College has agreements9 with several
universities in Canada, the United States and abroad that
will give you credit for your college diploma.
George Brown College Full-Time Programs 2020-2021

YOUR CAREER FUTURE STUDY OPTIONS

In this program, students obtain the knowledge and skills
necessary to pursue careers in the financial services
sector. Graduates of the program may be able to find
employment as:

• Financial Advisor
• Financial Services Representative
• Customer Service Representative
• Investment Advisor
Note: While the diploma will help you build many of the
skills needed in these roles, further designations or
credentials may also be required. To learn more about the
career possibilities and educational requirements, you may
wish to visit the Toronto Financial Services Alliance website
at explorefinancialservices.com.

This two-year diploma has a pathway to the Business

Administration – Finance B13010/ B15011 three-year
advanced diploma.

The difference between the two-year and the three-year

advanced diploma is that the two-year diploma leads to the
completion of the core curriculum required to take the
QAFP examination, whereas the three-year advanced
diploma leads to the completion of the core curriculum
required to take the CFP examination. Note: A degree
requirement is being introduced to be eligible to become a
CFP professional; visit the FP Canada website12 for more
details. If you wish to pursue a degree, visit the B302
Honours Bachelor of Commerce (Financial Services)
program13.

For more information about the Certified Financial Planner

(CFP®) designation, please see the Related Credentials
and Certificate section below.

For information on additional future study options, see

georgebrown.ca/transferguide.

Related Credentials and Certificate

Graduates of this program may wish to pursue other

credentials or certifications in the financial services sector.

Qualified Associate Financial Planner (QAFP®) may be

obtained through FP Canada14.

Canadian Securities Course (CSC) may be obtained

through the Canadian Securities Institute15.

Life License Qualification Program (LLQP) may be

obtained through Oliver’s Learning16 (or another approved
provider) followed by the Provincial Licensing exam.

Note: The requirements for each designation/certification

are set by the granting body, not George Brown College. In
order to qualify for any of these designations/certifications,
you need to follow the process listed on its website and
meet all the requirements applicable to you.
George Brown College Full-Time Programs
ADMISSION REQUIREMENTS
Applicants are selected on the basis of their academic
achievement, including the required courses, and any other
selection criteria outlined below.
• Ontario Secondary School Diploma or equivalent**
• Grade 12 English (C or U)
• Grade 11 Math (M or U) or Grade 12 (C or U)
** MATURE STUDENT STATUS (19 YEARS OF AGE OR
OLDER AND NO OSSD)
Mature Students may take the Admissions Assessment17
for English and Math, OR may consider upgrading to
achieve the credit(s) needed in English18 and Math19.
Please note that George Brown is committed to ensuring
that applicants will succeed in their program of choice and
meeting the minimum requirements does not guarantee
admission to the program. Applicants may be required to
have grades higher than the minimum requirements stated.
COURSE EXEMPTIONS
Some college and university credits may qualify you for
exemptions. Please visit georgebrown.ca/transferguide for
more information.
ENGLISH LANGUAGE PROFICIENCY
Proficiency in English communications is necessary for
success in this programs.
Please visit georgebrown.ca/englishproficiency for more
details
INTERNATIONAL (VISA) STUDENTS
Visit the International Admissions20 page for more
information.
CONTACT US
INFORMATION SESSIONS
On-campus information sessions are held on a regular
basis. Come and have your questions answered. Learn
about the program content and career options, meet your
friendly professors and staff, and experience what it is like
to be in a George Brown College classroom. Sign up for an
upcoming session.
DOMESTIC STUDENTS ADMISSIONS
For inquiries about domestic admission requirements,
admission deadlines, or the admissions process, please
contact the Admissions Office at
admissions@georgebrown.ca or visit the Admissions web
page.
INTERNATIONAL STUDENT ADMISSIONS
For inquiries about international admission requirements,
permits and visas, accommodations, or anything specific to
international students, please contact the International
Centre at International@georgebrown.ca or visit George
Brown International.
Phone: (416) 415-5000 ext. 2115
2020-2021
FINANCIALS/FEES
For inquiries about OSAP, Bursaries, Scholarships and
other financial inquiries, please contact the Financial Aid
Office at FinAid@georgebrown.ca or visit the Financial Aid
web page.
ENTRY ADVISING
For advice on the various program options and which
program might be best suited for you, make an
appointment to see an Entry Advisor. Please review these
frequently asked questions or choose to book your
appointment using the link provided.
1. Book online:
Complete and submit the Client Intake Form
2. Book by phone:
Entry Advisor: (416) 415-5000, Ext 2949 Toll Free:
1-800-265-2002 TTY: 1-877-515-5559
CENTRE FOR BUSINESS
For questions regarding programs at the Centre for
Business or if you require more information, please do not
hesitate to contact us. Our knowledgeable staff are
available to assist you.
For general inquiries, please contact the Centre for
Business:
Email: business@georgebrown.ca Phone: (416) 415-5000
ext. 2160
BUSINESS – FINANCE (B133)
For inquiries related to this program (for example, course-
specific information) please contact one of the Program
Co-ordinators:
Tracey Britt, Program Co-ordinator
Email: tbritt1@georgebrown.ca
or
Carolyn Fallis, Program Co-ordinator
Email: cfallis@georgebrown.ca
Sam Levy, Chair, School of Accounting and Finance
Email: sam.levy@georgebrown.ca
VISIT OUR CAMPUS
This program is offered out of our School of Accounting
and Finance27 and classes take place at our St. James
Campus28, mainly at 200 King St. E.29, and 290 Adelaide
St. E.30, Toronto, ON, Canada.
Campus tours are offered on a regular basis. Sign up31
today! You can also check out our virtual tour32.
George Brown College Full-Time Programs 2020-2021

LINKS REFERENCE
1
https://collegeapply.ontariocolleges.ca/?
collegeCode=GBTC&programCode=B133&lang=en
2
http://www.georgebrown.ca/international/futurestudents/tuitionfees/
3
https://www.fpcanada.ca/
4
https://www.csi.ca/student/en_ca/home.xhtml
5
http://www.oliverslearning.com/
6
http://www.fsrao.ca/
7
http://www.georgebrown.ca/business/
8
http://www.georgebrown.ca/business/accountingfinance/
9
https://dmzbwb02.georgebrown.ca/PROD/wwsktrar.P_B2B_Agreement
10
http://www.georgebrown.ca/programs/business-administration-finance-
program-b130/
11
http://www.georgebrown.ca/programs/business-administration-finance-
program-with-work-experience-b150/
12
https://www.fpcanada.ca/
13
http://www.georgebrown.ca/programs/honours-bachelor-of-commerce-
financial-services-b302/
14
https://www.fpcanada.ca/
15
https://www.csi.ca/student/en_ca/courses/csi/csc.xhtml
16
http://www.oliverslearning.com/
17
http://www.georgebrown.ca/assessment/admi-pre/
18
http://www.georgebrown.ca/upgrading-credits/english-diploma/
19
http://www.georgebrown.ca/upgrading-credits/math-diploma/
20
http://www.georgebrown.ca/international/futurestudents/howtoapply/
21
http://www.georgebrown.ca/business_infosessions/
22
http://www.georgebrown.ca/admissions/
23
http://www.georgebrown.ca/international/
24
http://www.georgebrown.ca/financialaid/
25
http://www.georgebrown.ca/entry_advising_faq.aspx
26
http://www.georgebrown.ca/advising/contactform/
27
http://www.georgebrown.ca/business/accountingfinance/
28
http://www.georgebrown.ca/campuses/st-james/
29
https://www.google.com/maps/place/George+Brown+College/@43.6509
62,-79.3724126,17z/data=!3m1!4b1!4m5!3m4!
1s0x0:0x2a2d39cb9b79ac42!8m2!3d43.650962!4d-79.3702239
30
https://www.google.com/maps/place/George+Brown+College/@43.6519
459,-79.3722555,17z/data=!3m1!4b1!4m5!3m4!
1s0x0:0x975fd3a1900dc061!8m2!3d43.6519459!4d-79.3700668
31
http://www.georgebrown.ca/campus_tours/
32
https://vt.georgebrown.ca/business

George Brown College is continually striving to improve its

programs and their delivery. The information contained in
this calendar is subject to change without notice. It should
not be viewed as a representation, offer or warranty.
Students are responsible for verifying George Brown
College admission, graduation, and fee requirements as
well as any requirements of outside institutions, industry
associations, or other bodies that may award additional
designations concurrently with, or after completion of, a
George Brown College program.