Seneca is the first postsecondary institution in Canada to have a graduate-level program in financial planning approved by the Canadian Securities Institute (CSI), announced the college Aug. 9.

The program, offered through Seneca’s School of Accounting & Financial services, is approved as a pathway leading to the CSI’s Personal Financial Planner designation. “CSI’s approval of Seneca’s graduate-level financial planning program as a pathway to the PFP® designation is recognition that our graduates are well prepared to begin their financial services careers,” says Karen Murkar, chair of Seneca’s School of Accounting & Financial Services. “This is a tremendous advantage for our students and we’re thrilled that they will now be able to fast-track toward becoming PFPs.”

Personal Financial Planner designation

Students will be eligible to write the Applied Financial Planning Certification exam, which would lead to a PFP designation. They will also be qualified for the Certificate in Financial Services Advice (CFSA), which is offered through the CSI.

“We’re very pleased to partner with such a large and respected Canadian postsecondary institution. The Personal Financial Planner (PFP) designation is a great asset for students who want to build careers in the financial services industry,” says Marie Muldowney, managing director, CSI. “The PFP program provides them with the skills and knowledge they need to work in the industry and to give financial planning advice to clients. It’s gratifying to know that, through our partnership with Seneca, we can help students interested in this field to achieve their career goals faster.”