Financial and Client Services

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Program Code: 2933

School: School of Business

Credential: Certificate

Program Type: Post-secondary program

Program Length: 1 year/ 2 semesters

Start Date: Fall, Winter, Summer

Location: Progress Campus

Email: business@centennialcollege.ca

Telephone: 416-289-5000, ext. 2280

Centennial College’s Financial and Client Services takes just two semesters to complete and will result in knowledge to assess clients’financial position and interpret their future needs.

Everyone's financial goals are different. However, whether someone is saving for their first car, a child’s education or planning early retirement, it is important to have an advisor who understands financial goals and can help to fulfill them. Additionally, as the financial services industry evolves, employers are recognizing that merging a financial background with effective marketing strategies adds value to their services and deepens client relationships.

As such, this School of Business program's curriculum will intricately balance a traditional financial foundation with creative problem solving, effective marketing skills and superior customer relations strategies.

Thanks to the program’s balance, as a graduate you will be able to enjoy a career path that immerses you within financial services, but still allows you to remain active and work directly with clients.

Semester 1
Course Code Course Title Location
ACCT-112 Financial Accounting 1 Progress Campus
CCP-104 Contact Centre Environment Progress Campus
COMM-160/COMM-161 College Communications 1 Progress Campus
FINA-230 Canadian Financial Services Progress Campus
MATH-118 Mathematics of Finance Part 1 Progress Campus
MKTG-116 Principles of Marketing Progress Campus
Semester 2
Course Code Course Title Location
ACCT-221 Financial Accounting 2 Progress Campus
CCP-102 Customer Service & Sales 1 Progress Campus
COMM-170/COMM-171 College Communications 2 Progress Campus
COMP-126 Applied Business Software 2 Progress Campus
FINA-110 Canadian Investement Funds Course Progress Campus
FINA-343 Marketing Financial Services Progress Campus
GNED General Education Elective Progress Campus

Program Highlights

  • You will gain a strong foundation in accounting and financial concepts.
  • An understanding of marketing and sales fundamentals, with an emphasis on telemarketing, and the relationship between customer service and consumer behaviour will be included in the Financial and Client Services program.
  • The hands-on learning you will receive in Centennial College’s on-campus Contact Centre Lab will allow you to transfer your communication, customer service, keyboarding and financial skills to contact centre operations — one of the fastest growing industries.
  • You will build on the skills you gain through a live out-bound community project.
  • Training will include the full Microsoft suite including: Word™, Excel™, PowerPoint™, Access™ and Outlook™.

Further Education

Upon completion of this offering, you will have the opportunity to transfer into the second semester of The School of Business’ Business Finance program (2483), in which you will gain in-depth financial knowledge and a college diploma in a little more than one year.

Career Outlook

  • Personal Banking Officer
  • Mortgage Specialist
  • Personal Financial Advisor
  • Sales Agent
  • Financial Services
  • Credit Counselor
  • Mutual Funds Advisor
  • Financial Services Representative

Academic Requirements

  • Ontario Secondary School Diploma (OSSD) or equivalent, or mature student status (19 years or older)
  • English Grade 12 C or U, or equivalent (minimum grade required) or take the Centennial College English Skills Assessment for Admission
  • Mathematics Grade 11 or 12 C, M or U, or equivalent (minimum grade required) or take a Centennial College Math Skills Assessment for Admission

1. Apply Online

Are you an International Student? Apply directly to Centennial College here.

If you are applying through the Second Career Strategy, please apply at the Employment Training Centre for Second Career (Progress Campus). Second Career Strategy is a funding initiative for those who have been laid-off and are in need of training. For more information go to Second Career Strategy.

If you have previously attended a full time program at Centennial College, you may be eligible for a Program Transfer. Visit Enrolment Services at any Campus for information.

All other applicants must apply online at Ontariocolleges.ca. A non-refundable application fee of $95 must accompany applications. The fee is payable online, by telephone, online banking, by mail, or in person to Ontariocolleges.ca. For more information go to Ontariocolleges.ca Application Fees.

2. Submit Documents

Current Ontario high school students and graduates from Ontario high schools: Notify your guidance counsellor that you have applied to college and your school will forward transcripts to Centennial College via Ontariocolleges.ca.

Graduates of college/university, or high school outside Ontario but within Canada: You are responsible for requesting that your educational institute sends any required documents and transcripts to Ontariocolleges.ca.

Applicants who attended school outside of Canada: If you are submitting transcripts to meet admission requirements, you must have the transcripts assessed by an independent credential assessment agency such as World Education Services (WES) or International Credential Assessment Service (ICAS).

For more information go to Submitting your Transcripts.

3. Confirm Your Offer of Admission

Offers of Admission are sent by mail to eligible applicants. When you receive your offer, you must login to your account at Ontariocolleges.ca and confirm before the Deadline to Confirm noted in your offer letter.

You may confirm only one college and one program offer at a time.

You must confirm your offer by the Deadline to Confirm noted in your Offer of Admission letter or your seat may be given to another applicant.

When you confirm your Offer of Admission at Centennial College you are given access to your personal myCentennial account where you can check your email, grades, register for courses, pay tuition fees, and see your class timetable.

4. Pay Fees

Centennial fees statements are sent by email to your personal email account and to your myCentennial email account. Fees statements are not mailed.

You must make a minimum payment by the Fees Deadline noted in your Fees Statement or your seat may be given to another applicant.

5. Build Your Timetable (Register for Courses)

Build your timetable (web-register for courses) at my.centennialcollege.ca.

Fall registration begins mid-July
January registration begins mid-December
May registration begins mid-April

Your web-registration will not open if:

You have not submitted your minimum fee payment by the deadline
You received a Conditional Offer of Admission and you have not met the conditions of your offer.

Once you have paid your fees or have made appropriate arrangements, register for your courses online through myCentennial.

Fees noted below are estimates only. Tuition is based on two semesters, beginning Fall 2015.

Student Tuition (2 Semesters) Incidental Fees Total
Canadian $2,767.00 $950.00 $3,717.00
International $12,400.00 $2,145.00 $14,545.00